单一明星管理人的 13F-HR 档案页:最新季前十大持仓与季度调仓帧差,/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏;仅展示层,非研究 claim。

2026-06-30
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独立佐证 · 单一管理人 13F 档案

Ruane, Cunniff & Goldfarb L.P.

瑞安·坎尼夫(红杉基金)价值SEC EDGAR 13F-HR · 2026-10-16

SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-14

EDGAR 13F-HR 申报历史

持仓数

54

申报总市值

$6.4B

最新申报季

2026-06-30

持仓组合
2026-06-30
持仓数: 54 · 申报总市值: $6.4B
#发行人市值股数占比
1ALPHABET INC$712.7M2.0M11.09%
2TAIWAN SEMICONDUCTOR MANUFAC$560.1M1.2M8.71%
3LIBERTY MEDIA CORP DEL$497.0M5.2M7.73%
4SCHWAB CHARLES CORP$421.8M4.6M6.56%
5CAPITAL ONE FINL CORP$392.4M2.0M6.11%
6ELEVANCE HEALTH INC FORMERLY$378.8M980K5.89%
7ICON PUB LTD CO$355.8M2.0M5.54%
8ALPHABET INC$326.8M925K5.08%
9SUNBELT RENTALS HOLDINGS INC$318.8M4.3M4.96%
10INTERCONTINENTAL EXCHANGE IN$315.3M2.6M4.90%
11MSA SAFETY INC$300.5M1.7M4.68%
12UNITEDHEALTH GROUP INC$293.2M706K4.56%
13BIO-TECHNE CORP$236.6M3.3M3.68%
14ROPER TECHNOLOGIES INC$228.4M675K3.55%
15ALIGN TECHNOLOGY INC$197.6M1.2M3.07%
16SAP SE$190.6M1.2M2.96%
17ZOETIS INC$169.1M2.4M2.63%
18BERKSHIRE HATHAWAY INC DEL$150.5M301K2.34%
19ACCENTURE PLC IRELAND$112.2M902K1.75%
20META PLATFORMS INC$86.9M154K1.35%
21BERKSHIRE HATHAWAY INC DEL$77.1M1031.20%
22LIBERTY MEDIA CORP DEL$60.9M696K0.95%
23AMENTUM HOLDINGS INC$11.1M537K0.17%
24LIBERTY BROADBAND CORP$10.1M303K0.16%
25CREDIT ACCEP CORP MICH$3.4M5K0.05%
26MICRON TECHNOLOGY INC$2.5M2K0.04%
27LIBERTY BROADBAND CORP$2.5M74K0.04%
28LIBERTY CAP CORP$2.5M114K0.04%
29EQUITABLE HLDGS INC$1.8M40K0.03%
30GROUP 1 AUTOMOTIVE INC$1.4M5K0.02%
31VANGUARD INDEX FDS$1.1M3K0.02%
32LITHIA MTRS INC$852K3K0.01%
33JACOBS SOLUTIONS INC$787K6K0.01%
34LIBERTY CAP CORP$617K28K0.01%
35NETFLIX INC.$578K8K0.01%
36VANGUARD STAR FDS$549K6K0.01%
37GLOBUS MED INC$475K6K0.01%
38SMITH DOUGLAS HOMES CORP$424K27K0.01%
39COPA HOLDINGS SA$397K3K0.01%
40KASPI KZ JSC$341K4K0.01%
41AMERICAN EXPRESS CO$315K9320.00%
42APPLE INC$278K9610.00%
43MICROSOFT CORP$275K7370.00%
44SINCLAIR INC$256K18K0.00%
45DOLLAR GEN CORP$252K2K0.00%
46FERGUSON ENTERPRISES INC$237K1K0.00%
47VANGUARD INTL EQUITY INDEX F$224K1K0.00%
48ATAIBECKLEY INC$222K42K0.00%
49CHARTER COMMUNICATIONS INC$221K2K0.00%
50HILTON GRAND VACATIONS INC$219K4K0.00%

前 6 大集中度 · 46%

ALPHABET INC
11.1%
TAIWAN SEMICONDUCTOR MANUFAC
8.7%
LIBERTY MEDIA CORP DEL
7.7%
SCHWAB CHARLES CORP
6.6%
CAPITAL ONE FINL CORP
6.1%
ELEVANCE HEALTH INC FORMERLY
5.9%
其他
53.9%

占比按本页可见持仓(前 ≤50 大)市值合计计算。

数据与方法

SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.

分类标签为人工策展的编辑部元数据(写死在抓取清单里),非 SEC 数据源字段。