Ruane, Cunniff & Goldfarb L.P. Top Holdings and 13F Report (2024) → Dems have chosen Biden replacement? (From Paradigm Press) (Ad) About Ruane, Cunniff & Goldfarb L.P.Investment ActivityRuane, Cunniff & Goldfarb L.P. has $6.44 billion in total holdings as of March 31, 2024.Ruane, Cunniff & Goldfarb L.P. owns shares of 34 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.00% of the portfolio was purchased this quarter.About 5.19% of the portfolio was sold this quarter.This quarter, Ruane, Cunniff & Goldfarb L.P. has purchased 33 new stocks and bought additional shares in 1 stock.Ruane, Cunniff & Goldfarb L.P. sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Intercontinental Exchange $735,841,861Charles Schwab $588,315,395Elevance Health $557,267,160UnitedHealth Group $508,483,826Taiwan Semiconductor Manufacturing $505,650,233 Largest New Holdings this Quarter American Express $212,207 Holding Largest Purchases this Quarter American Express 932 shares (about $212.21K)Group 1 Automotive 33 shares (about $9.64K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 353,629 shares (about $48.11M)Capital One Financial 272,466 shares (about $40.57M)Intercontinental Exchange 249,488 shares (about $34.29M)Alphabet 199,942 shares (about $30.44M)Charles Schwab 337,513 shares (about $24.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRuane, Cunniff & Goldfarb L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorICEIntercontinental Exchange$735,841,861$34,287,136 ▼-4.5%5,354,30311.4%FinanceSCHWCharles Schwab$588,315,395$24,415,690 ▼-4.0%8,132,6439.1%FinanceELVElevance Health$557,267,160$24,349,601 ▼-4.2%1,074,6858.7%MedicalUNHUnitedHealth Group$508,483,826$20,557,753 ▼-3.9%1,027,8637.9%MedicalTSMTaiwan Semiconductor Manufacturing$505,650,233$48,111,225 ▼-8.7%3,716,6507.8%Computer and TechnologyCOFCapital One Financial$439,631,821$40,567,463 ▼-8.4%2,952,7296.8%FinanceGOOGLAlphabet$438,430,067$10,754,668 ▼-2.4%2,904,8576.8%Computer and TechnologyFWONKFormula One Group$422,360,877$18,629,285 ▼-4.2%6,438,4286.6%Consumer DiscretionaryJJacobs Solutions$413,159,829$17,143,508 ▼-4.0%2,687,5686.4%Business ServicesCACCCredit Acceptance$396,034,962$16,169,240 ▼-3.9%718,0406.1%FinanceKMXCarMax$345,659,275$13,835,507 ▼-3.8%3,968,0785.4%Retail/WholesaleMETAMeta Platforms$291,692,762$11,314,014 ▼-3.7%600,7104.5%Computer and TechnologyGOOGAlphabet$240,684,232$30,443,169 ▼-11.2%1,580,7453.7%Computer and TechnologyBRK.BBerkshire Hathaway$189,453,511$2,420,934 ▼-1.3%450,5222.9%FinanceLBRDKLiberty Broadband$169,417,912$8,167,694 ▼-4.6%2,960,2992.6%Consumer DiscretionaryBRK.ABerkshire Hathaway$94,531,560$12,054,360 ▼-11.3%1491.5%FinanceFWONAFormula One Group$50,314,217$535,356 ▼-1.1%856,5580.8%Consumer DiscretionaryLBRDALiberty Broadband$43,761,346$474,439 ▼-1.1%766,1300.7%Consumer DiscretionaryASAISendas Distribuidora$2,043,808$18,209 ▼-0.9%138,2820.0%Consumer DiscretionaryEQHEquitable$1,554,191$4,485 ▼-0.3%40,8890.0%FinanceMHKMohawk Industries$1,412,3030.0%10,7900.0%Consumer DiscretionarySTLAStellantis$1,362,928$100,097 ▼-6.8%48,1600.0%Auto/Tires/TrucksBLDRBuilders FirstSource$980,1850.0%4,7000.0%Retail/WholesaleGPIGroup 1 Automotive$813,568$9,644 ▲1.2%2,7840.0%Retail/WholesaleLADLithia Motors$701,305$9,026 ▼-1.3%2,3310.0%Retail/WholesaleISCViShares Morningstar Small-Cap Value ETF$390,4560.0%6,3800.0%ETFNFLXNetflix$373,5080.0%6150.0%Consumer DiscretionaryMUMicron Technology$372,7680.0%3,1620.0%Computer and TechnologyMSFTMicrosoft$273,047$18,091 ▼-6.2%6490.0%Computer and TechnologySBGISinclair$241,9080.0%17,9590.0%Consumer DiscretionarySPGIS&P Global$225,9140.0%5310.0%Business ServicesAXPAmerican Express$212,207$212,207 ▲New Holding9320.0%FinanceATAIAtai Life Sciences$82,9610.0%42,1120.0%MedicalRMNIRimini Street$59,889$4,176 ▼-6.5%18,3710.0%Computer and TechnologyShowing largest 100 holdings. 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