Ruane, Cunniff & Goldfarb L.P.
New York NY · SEC CIK 0001720792
$64.27亿2026Q2 申报市值
54持仓数
66.6%前十大占比 · 第一大 11.1%
3 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ROP 新建仓+$2.28亿
SAP 加仓+$7,499.56万
ICLR 加仓+$7,182.49万
GPI 加仓+$25.36万
HGV 新建仓+$21.94万
2026Q2 卖出最多 按季末市值估算
ELV 减仓-$1.58亿
SUNB 减仓-$9,179.92万
CACC 减仓-$8,973.19万
GOOGL 减仓-$4,408.87万
LIBERTY BROADBAN 减仓-$2,860.82万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $7.13亿 | 11.09% | 1,994,274 | -123,370 | -5.8% | -$4,408.87万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.60亿 | 8.71% | 1,172,725 | -35,694 | -3.0% | -$1,704.64万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $4.97亿 | 7.73% | 5,223,453 | -133,715 | -2.5% | -$1,272.16万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $4.22亿 | 6.56% | 4,571,355 | -143,425 | -3.0% | -$1,323.38万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $3.92亿 | 6.11% | 1,956,084 | -61,723 | -3.1% | -$1,238.29万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.79亿 | 5.89% | 979,598 | -408,370 | -29.4% | -$1.58亿 | 减仓 |
| ICLR | ICON PUB LTD CO | $3.56亿 | 5.54% | 2,048,087 | 413,476 | 25.3% | $7,182.49万 | 加仓 |
| GOOG | ALPHABET INC | $3.27亿 | 5.08% | 924,866 | -25,528 | -2.7% | -$901.98万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $3.19亿 | 4.96% | 4,261,163 | -1,227,098 | -22.4% | -$9,179.92万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3.15亿 | 4.90% | 2,560,747 | -78,625 | -3.0% | -$967.95万 | 减仓 |
| MSA | MSA SAFETY INC | $3.01亿 | 4.68% | 1,721,415 | -54,867 | -3.1% | -$957.87万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.93亿 | 4.56% | 705,554 | -22,853 | -3.1% | -$949.84万 | 减仓 |
| TECH | BIO-TECHNE CORP | $2.37亿 | 3.68% | 3,348,841 | -43,160 | -1.3% | -$304.93万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $2.28亿 | 3.55% | 674,902 | 674,902 | — | $2.28亿 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.98亿 | 3.07% | 1,171,455 | -35,080 | -2.9% | -$591.66万 | 减仓 |
| SAP | SAP SE | $1.91亿 | 2.96% | 1,236,546 | 486,637 | 64.9% | $7,499.56万 | 加仓 |
| ZTS | ZOETIS INC | $1.69亿 | 2.63% | 2,353,300 | -71,710 | -3.0% | -$515.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.50亿 | 2.34% | 300,672 | -9,716 | -3.1% | -$486.18万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1.12亿 | 1.75% | 901,848 | -26,356 | -2.8% | -$327.97万 | 减仓 |
| META | META PLATFORMS INC | $8,691.06万 | 1.35% | 154,291 | -46,856 | -23.3% | -$2,639.35万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $7,713.15万 | 1.20% | 103 | -7 | -6.4% | -$524.20万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $6,090.33万 | 0.95% | 695,720 | -28,122 | -3.9% | -$246.18万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $1,110.42万 | 0.17% | 537,213 | -1,085,769 | -66.9% | -$2,244.28万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $1,008.81万 | 0.16% | 303,309 | -860,139 | -73.9% | -$2,860.82万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $336.13万 | 0.05% | 5,279 | -140,924 | -96.4% | -$8,973.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $249.56万 | 0.04% | 2,162 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $246.09万 | 0.04% | 73,945 | -149,815 | -67.0% | -$498.58万 | 减仓 |
| GLIBK | LIBERTY CAP CORP | $246.04万 | 0.04% | 114,119 | -392,608 | -77.5% | -$846.46万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $176.88万 | 0.03% | 40,310 | -149 | -0.4% | -$6,538 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $142.21万 | 0.02% | 4,884 | 871 | 21.7% | $25.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $110.01万 | 0.02% | 2,973 | 225 | 8.2% | $8.33万 | 加仓 |
| LAD | LITHIA MTRS INC | $85.20万 | 0.01% | 2,933 | -55 | -1.8% | -$1.60万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $78.67万 | 0.01% | 6,244 | -44 | -0.7% | -$5,544 | 减仓 |
| — | LIBERTY CAP CORP | $61.67万 | 0.01% | 28,162 | -99,386 | -77.9% | -$217.66万 | 减仓 |
| NFLX | NETFLIX INC. | $57.77万 | 0.01% | 8,091 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $54.88万 | 0.01% | 6,420 | 508 | 8.6% | $4.34万 | 加仓 |
| GMED | GLOBUS MED INC | $47.47万 | 0.01% | 6,008 | 0 | 0.0% | — | 不变 |
| — | SMITH DOUGLAS HOMES CORP | $42.39万 | 0.01% | 27,275 | 12,785 | 88.2% | $19.87万 | 加仓 |
| CPA | COPA HOLDINGS SA | $39.75万 | 0.01% | 2,555 | 0 | 0.0% | — | 不变 |
| KSPI | KASPI KZ JSC | $34.08万 | 0.01% | 3,934 | -149 | -3.6% | -$1.29万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $31.52万 | 0.00% | 932 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $27.81万 | 0.00% | 961 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $27.49万 | 0.00% | 737 | 0 | 0.0% | — | 不变 |
| SBGI | SINCLAIR INC | $25.59万 | 0.00% | 17,959 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $25.19万 | 0.00% | 2,188 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $23.73万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.38万 | 0.00% | 1,426 | 0 | 0.0% | — | 重新持有 |
| — | ATAIBECKLEY INC | $22.19万 | 0.00% | 42,112 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $22.13万 | 0.00% | 1,556 | -151,007 | -99.0% | -$2,147.47万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $21.94万 | 0.00% | 4,189 | 4,189 | — | $21.94万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $21.63万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $20.66万 | 0.00% | 3,625 | 3,625 | — | $20.66万 | 新建仓 |
| STLA | STELLANTIS N.V | $14.39万 | 0.00% | 25,075 | 0 | 0.0% | — | 不变 |
| RMNI | RIMINI STR INC DEL | $14.34万 | 0.00% | 33,666 | -1,599 | -4.5% | -$6,812 | 减仓 |