Ruane, Cunniff & Goldfarb L.P.

报告期 2026-03-31 · CIK 0001720792

持仓数

前50大市值合计

$6.03B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q4 调仓2021-09-30 → 2021-12-31 · 共 26 项建仓 1增持 6减持 19

方向

标的

Δ市值

现股数(环比)

减持

UNH UNITEDHEALTH GROUP INC

+$196.4M

1,870,694 -2%

减持

CACC CREDIT ACCEP CORP MICH

-$158.2M

893,551 -32%

减持

MU MICRON TECHNOLOGY INC

+$153.7M

7,778,137 -3%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

— LIBERTY MEDIA CORP DEL

+$109.9M

9,988,209 -2%

减持

SCHW SCHWAB CHARLES CORP

+$82.2M

8,483,310 -2%

减持

ICE INTERCONTINENTAL EXCHANGE IN

+$74.6M

3,503,015 -1%

增持

GOOGL ALPHABET INC

+$57.5M

210,039 +2%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$50.4M

6,980,632 -1%

减持

DIS DISNEY WALT CO

-$44.7M

2,806,430 -1%

减持

LBRDK LIBERTY BROADBAND CORP

-$37.3M

2,713,453 -1%

减持

BRK/A BERKSHIRE HATHAWAY INC DEL

-$34.6M

597 -19%

减持

META META PLATFORMS INC

-$33.8M

2,645,047 -3%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$24.9M

512,010 +9%

减持

GOOG ALPHABET INC

+$21.4M

187,748 -4%

减持

LBRDA LIBERTY BROADBAND CORP

-$17.0M

863,587 -7%

减持

NFLX NETFLIX INC

-$16.9M

775,105 -2%

增持

— LIBERTY MEDIA CORP DEL

+$14.5M

1,045,187 +3%

减持

— JACOBS ENGR GROUP INC

+$10.8M

2,937,602 -2%

增持

W WAYFAIR INC

-$9.0M

3,154,288 +33%

减持

KMX CARMAX INC

-$7.8M

6,969,289 -3%

建仓

ASAIY SENDAS DISTRIBUIDORA S A

+$1.1M

96,525

减持

BLDR BUILDERS FIRSTSOURCE INC

+$609.0K

48,792 -29%

减持

BABA ALIBABA GROUP HLDG LTD

-$103.0K

3,415 -1%

增持

RMNI RIMINI STR INC DEL

-$50.0K

27,769 +24%

增持

— STELLANTIS N.V

-$9.0K

38,807 +1%