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Ruane, Cunniff & Goldfarb L.P.
upravljavec premoženja · portfelj $6.43 mrd. · 54 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 54
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| Alphabet Inc. US:GOOGL | 1 994 274 | $713 mio. | 11.09% | −123 370 |
| Taiwan Semiconductor Manufac… US:TSM · potrdilo o deponiranju | 1 172 725 | $560 mio. | 8.71% | −35 694 |
| Liberty Media Corporation Se… US:FWONK | 5 223 453 | $497 mio. | 7.73% | −133 715 |
| SCHWAB CHARLES CORP US:SCHW | 4 571 355 | $422 mio. | 6.56% | −143 425 |
| Capital One Financial Corpor… US:COF | 1 956 084 | $392 mio. | 6.11% | −61 723 |
| Elevance Health Inc US:ELV | 979 598 | $379 mio. | 5.89% | −408 370 |
| ICON PUB LTD CO CUSIP G4705A100 | 2 048 087 | $356 mio. | 5.54% | +413 476 |
| Alphabet Inc. US:GOOG | 924 866 | $327 mio. | 5.08% | −25 528 |
| Sunbelt Rentals Holdings, In… US:SUNB | 4 261 163 | $319 mio. | 4.96% | −1 227 098 |
| Intercontinental Exchange In… US:ICE | 2 560 747 | $315 mio. | 4.90% | −78 625 |
| MSA Safety Incorporated US:MSA | 1 721 415 | $301 mio. | 4.68% | −54 867 |
| UNITEDHEALTH GROUP INC US:UNH | 705 554 | $293 mio. | 4.56% | −22 853 |
| BIO-TECHNE Corp US:TECH | 3 348 841 | $237 mio. | 3.68% | −43 160 |
| Roper Technologies Inc US:ROP | 674 902 | $228 mio. | 3.55% | nova |
| Align Technology Inc US:ALGN | 1 171 455 | $198 mio. | 3.07% | −35 080 |
| SAP SE ADR US:SAP · potrdilo o deponiranju | 1 236 546 | $191 mio. | 2.96% | +486 637 |
| Zoetis Inc US:ZTS | 2 353 300 | $169 mio. | 2.63% | −71 710 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 300 672 | $150 mio. | 2.34% | −9 716 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 901 848 | $112 mio. | 1.75% | −26 356 |
| Meta Platforms, Inc. US:META | 154 291 | $86.9 mio. | 1.35% | −46 856 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 103 | $77.1 mio. | 1.20% | −7 |
| Liberty Media Corporation Se… US:FWONA | 695 720 | $60.9 mio. | 0.95% | −28 122 |
| Amentum Holdings Inc. US:AMTM | 537 213 | $11.1 mio. | 0.17% | −1 085 769 |
| LIBERTY BROADBAND CORP CUSIP 530307305 | 303 309 | $10.1 mio. | 0.16% | −860 139 |
| Credit Acceptance Corporatio… US:CACC | 5 279 | $3.36 mio. | 0.05% | −140 924 |
| Micron Technology Inc US:MU | 2 162 | $2.50 mio. | 0.04% | — |
| LIBERTY BROADBAND CORP CUSIP 530307107 | 73 945 | $2.46 mio. | 0.04% | −149 815 |
| GCI Liberty, Inc. - Series A… US:GLIBK | 114 119 | $2.46 mio. | 0.04% | −392 608 |
| Equitable Holdings, Inc. US:EQH | 40 310 | $1.77 mio. | 0.03% | −149 |
| GROUP 1 AUTOMOTIVE INC US:GPI | 4 884 | $1.42 mio. | 0.02% | +871 |
| Vanguard Total Stock Market… US:VTI · ETF | 2 973 | $1.10 mio. | 0.02% | +225 |
| LITHIA MOTORS INC US:LAD | 2 933 | $852 tis. | 0.01% | −55 |
| Jacobs Solutions Inc. US:J | 6 244 | $787 tis. | 0.01% | −44 |
| GCI Liberty, Inc. - Series A… US:GLIBA | 28 162 | $617 tis. | 0.01% | −99 386 |
| Netflix Inc US:NFLX | 8 091 | $578 tis. | 0.01% | — |
| Vanguard Total International… US:VXUS · ETF | 6 420 | $549 tis. | 0.01% | +508 |
| Globus Medical US:GMED | 6 008 | $475 tis. | 0.01% | — |
| Smith Douglas Homes Corp. US:SDHC | 27 275 | $424 tis. | 0.01% | +12 785 |
| COPA HOLDINGS SA CUSIP P31076105 | 2 555 | $397 tis. | 0.01% | — |
| Joint Stock Co Kaspi.kz US:KSPI · potrdilo o deponiranju | 3 934 | $341 tis. | 0.01% | −149 |
| American Express Company US:AXP | 932 | $315 tis. | 0.00% | — |
| Apple Inc. US:AAPL | 961 | $278 tis. | 0.00% | — |
| Microsoft Corporation US:MSFT | 737 | $275 tis. | 0.00% | — |
| Sinclair, Inc. US:SBGI | 17 959 | $256 tis. | 0.00% | — |
| Dollar General Corporation US:DG | 2 188 | $252 tis. | 0.00% | — |
| Ferguson Plc US:FERG | 1 000 | $237 tis. | 0.00% | — |
| Vanguard Total World Stock I… US:VT · ETF | 1 426 | $224 tis. | 0.00% | nova |
| ATAIBECKLEY INC CUSIP 04650F101 | 42 112 | $222 tis. | 0.00% | — |
| Charter Communications Inc US:CHTR | 1 556 | $221 tis. | 0.00% | −151 007 |
| Hilton Grand Vacations Inc US:HGV | 4 189 | $219 tis. | 0.00% | nova |
| S&P Global Inc US:SPGI | 531 | $216 tis. | 0.00% | — |
| Bank of America Corp US:BAC | 3 625 | $207 tis. | 0.00% | nova |
| STELLANTIS N.V CUSIP N82405106 | 25 075 | $144 tis. | 0.00% | — |
| Rimini Street, Inc. US:RMNI | 33 666 | $143 tis. | 0.00% | −1 599 |
V podjetjih iz naše baze podatkov 1
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| Metro Bank PLC | — | 34 659 680 | 2025-04-22 |
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