Ruane, Cunniff & Goldfarb L.P.
New York NY · SEC CIK 0001720792
$60.28亿2026Q1 申报市值
50持仓数
67.0%前十大占比 · 第一大 10.1%
4 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$3.57亿
ZTS 新建仓+$2.87亿
SAP 加仓+$1.21亿
TECH 加仓+$1.01亿
GMED 新建仓+$51.76万
2026Q1 卖出最多 按季末市值估算
CACC 减仓-$1.65亿
SCHW 减仓-$8,271.82万
TSM 减仓-$7,208.54万
GOOG 减仓-$5,506.54万
CHTR 减仓-$4,521.33万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,029 | -100.0% | -$43.93万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RMNI | RIMINI STR INC DEL | $11.57万 | 0.00% | 35,265 | -1,876 | -5.1% | -$6,153 | 减仓 |
| — | ATAIBECKLEY INC | $14.91万 | 0.00% | 42,112 | 42,112 | — | $14.91万 | 新建仓 |
| STLA | STELLANTIS N.V | $17.78万 | 0.00% | 25,075 | -506 | -2.0% | -$3,588 | 减仓 |
| — | SMITH DOUGLAS HOMES CORP | $18.55万 | 0.00% | 14,490 | 2,281 | 18.7% | $2.92万 | 加仓 |
| SPGI | S&P GLOBAL INC | $22.59万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| SBGI | SINCLAIR INC | $23.24万 | 0.00% | 17,959 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $23.33万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $24.39万 | 0.00% | 961 | 70 | 7.9% | $1.78万 | 加仓 |
| DG | DOLLAR GEN CORP | $25.98万 | 0.00% | 2,188 | 18 | 0.8% | $2,137 | 加仓 |
| MSFT | MICROSOFT CORP | $27.28万 | 0.00% | 737 | 48 | 7.0% | $1.78万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $28.19万 | 0.00% | 932 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $29.03万 | 0.00% | 2,555 | 0 | 0.0% | — | 不变 |
| KSPI | KASPI KZ JSC | $30.24万 | 0.01% | 4,083 | -29 | -0.7% | -$2,148 | 减仓 |
| VXUS | VANGUARD STAR FDS | $45.59万 | 0.01% | 5,912 | 474 | 8.7% | $3.66万 | 加仓 |
| GMED | GLOBUS MED INC | $51.76万 | 0.01% | 6,008 | 6,008 | — | $51.76万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $73.04万 | 0.01% | 2,162 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $74.62万 | 0.01% | 2,988 | -61 | -2.0% | -$1.52万 | 减仓 |
| NFLX | NETFLIX INC. | $77.80万 | 0.01% | 8,091 | 2,871 | 55.0% | $27.60万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $80.03万 | 0.01% | 6,288 | -199 | -3.1% | -$2.53万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $88.16万 | 0.01% | 2,748 | 70 | 2.6% | $2.25万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $132.68万 | 0.02% | 4,013 | 403 | 11.2% | $13.32万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $150.14万 | 0.02% | 40,459 | -177 | -0.4% | -$6,568 | 减仓 |
| — | GCI LIBERTY INC | $470.01万 | 0.08% | 127,548 | -3,620 | -2.8% | -$13.34万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $1,123.72万 | 0.19% | 223,760 | -429,020 | -65.7% | -$2,154.54万 | 减仓 |
| GLIBK | GCI LIBERTY INC | $1,885.53万 | 0.31% | 506,727 | -32,344 | -6.0% | -$120.35万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $3,293.53万 | 0.55% | 152,563 | -209,437 | -57.9% | -$4,521.33万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $4,232.74万 | 0.70% | 1,622,982 | -771,147 | -32.2% | -$2,011.15万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $5,651.76万 | 0.94% | 723,842 | -15,038 | -2.0% | -$117.42万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $5,852.14万 | 0.97% | 1,163,448 | -678,176 | -36.8% | -$3,411.23万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $6,191.11万 | 1.03% | 146,203 | -389,929 | -72.7% | -$1.65亿 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $7,899.54万 | 1.31% | 110 | -5 | -4.3% | -$359.07万 | 减仓 |
| META | META PLATFORMS INC | $1.15亿 | 1.91% | 201,147 | -37,871 | -15.8% | -$2,166.71万 | 减仓 |
| SAP | SAP SE | $1.28亿 | 2.13% | 749,909 | 703,982 | 1,532.8% | $1.21亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.49亿 | 2.47% | 310,388 | -5,718 | -1.8% | -$274.01万 | 减仓 |
| TECH | BIO-TECHNE CORP | $1.77亿 | 2.94% | 3,392,001 | 1,926,066 | 131.4% | $1.01亿 | 加仓 |
| ICLR | ICON PLC | $1.81亿 | 3.00% | 1,634,611 | -44,979 | -2.7% | -$497.74万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1.84亿 | 3.05% | 928,204 | -15,216 | -1.6% | -$301.72万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.97亿 | 3.27% | 728,407 | -17,592 | -2.4% | -$476.02万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $2.07亿 | 3.43% | 1,206,535 | -15,999 | -1.3% | -$274.27万 | 减仓 |
| GOOG | ALPHABET INC | $2.73亿 | 4.52% | 950,394 | -191,959 | -16.8% | -$5,506.54万 | 减仓 |
| ZTS | ZOETIS INC | $2.87亿 | 4.76% | 2,425,010 | 2,425,010 | — | $2.87亿 | 新建仓 |
| MSA | MSA SAFETY INC | $2.91亿 | 4.83% | 1,776,282 | -35,353 | -2.0% | -$579.61万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $3.57亿 | 5.93% | 5,488,261 | 5,488,261 | — | $3.57亿 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $3.68亿 | 6.11% | 2,017,807 | -50,216 | -2.4% | -$916.09万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4.06亿 | 6.74% | 1,387,968 | -34,538 | -2.4% | -$1,011.10万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.08亿 | 6.77% | 1,208,419 | -213,302 | -15.0% | -$7,208.54万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4.15亿 | 6.89% | 2,639,372 | -64,535 | -2.4% | -$1,015.01万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $4.43亿 | 7.35% | 4,714,780 | -880,168 | -15.7% | -$8,271.82万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $4.55亿 | 7.56% | 5,357,168 | -133,950 | -2.4% | -$1,138.84万 | 减仓 |
| GOOGL | ALPHABET INC | $6.09亿 | 10.10% | 2,117,644 | -57,177 | -2.6% | -$1,644.18万 | 减仓 |