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Gurus
Growth At A Reasonable Price
RUANE, CUNNIFF & GOLDFARB L.P. (Data extracted from 13F, 13D, 13G and Form 4)

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RUANE, CUNNIFF & GOLDFARB L.P.

AUM: $9.65 B

13-F Portfolio Value: $6.43 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 66.57%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ICLR	ICON PUB LTD CO	5.54%	2,048,087	$355,773,193	413,476	25.3%	$173.71	13F
SAP	SAP SE	2.96%	1,236,546	$190,564,104	486,637	64.89%	$154.11	13F
GPI	GROUP 1 AUTOMOTIVE INC	0.02%	4,884	$1,422,074	871	21.7%	$291.17	13F
VTI	VANGUARD INDEX FDS	0.02%	2,973	$1,100,129	225	8.19%	$370.04	13F
VXUS	VANGUARD STAR FDS	0.00854%	6,420	$548,846	508	8.59%	$85.49	13F
SDHC	SMITH DOUGLAS HOMES CORP	0.00659%	27,275	$423,854	12,785	88.23%	$15.54	13F