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。
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 · 2026-10-19SEC 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
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | ALPHABET INC | $712.7M | 2.0M | 11.09% |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $560.1M | 1.2M | 8.71% |
| 3 | LIBERTY MEDIA CORP DEL | $497.0M | 5.2M | 7.73% |
| 4 | SCHWAB CHARLES CORP | $421.8M | 4.6M | 6.56% |
| 5 | CAPITAL ONE FINL CORP | $392.4M | 2.0M | 6.11% |
| 6 | ELEVANCE HEALTH INC FORMERLY | $378.8M | 980K | 5.89% |
| 7 | ICON PUB LTD CO | $355.8M | 2.0M | 5.54% |
| 8 | ALPHABET INC | $326.8M | 925K | 5.08% |
| 9 | SUNBELT RENTALS HOLDINGS INC | $318.8M | 4.3M | 4.96% |
| 10 | INTERCONTINENTAL EXCHANGE IN | $315.3M | 2.6M | 4.90% |
| 11 | MSA SAFETY INC | $300.5M | 1.7M | 4.68% |
| 12 | UNITEDHEALTH GROUP INC | $293.2M | 706K | 4.56% |
| 13 | BIO-TECHNE CORP | $236.6M | 3.3M | 3.68% |
| 14 | ROPER TECHNOLOGIES INC | $228.4M | 675K | 3.55% |
| 15 | ALIGN TECHNOLOGY INC | $197.6M | 1.2M | 3.07% |
| 16 | SAP SE | $190.6M | 1.2M | 2.96% |
| 17 | ZOETIS INC | $169.1M | 2.4M | 2.63% |
| 18 | BERKSHIRE HATHAWAY INC DEL | $150.5M | 301K | 2.34% |
| 19 | ACCENTURE PLC IRELAND | $112.2M | 902K | 1.75% |
| 20 | META PLATFORMS INC | $86.9M | 154K | 1.35% |
| 21 | BERKSHIRE HATHAWAY INC DEL | $77.1M | 103 | 1.20% |
| 22 | LIBERTY MEDIA CORP DEL | $60.9M | 696K | 0.95% |
| 23 | AMENTUM HOLDINGS INC | $11.1M | 537K | 0.17% |
| 24 | LIBERTY BROADBAND CORP | $10.1M | 303K | 0.16% |
| 25 | CREDIT ACCEP CORP MICH | $3.4M | 5K | 0.05% |
| 26 | MICRON TECHNOLOGY INC | $2.5M | 2K | 0.04% |
| 27 | LIBERTY BROADBAND CORP | $2.5M | 74K | 0.04% |
| 28 | LIBERTY CAP CORP | $2.5M | 114K | 0.04% |
| 29 | EQUITABLE HLDGS INC | $1.8M | 40K | 0.03% |
| 30 | GROUP 1 AUTOMOTIVE INC | $1.4M | 5K | 0.02% |
| 31 | VANGUARD INDEX FDS | $1.1M | 3K | 0.02% |
| 32 | LITHIA MTRS INC | $852K | 3K | 0.01% |
| 33 | JACOBS SOLUTIONS INC | $787K | 6K | 0.01% |
| 34 | LIBERTY CAP CORP | $617K | 28K | 0.01% |
| 35 | NETFLIX INC. | $578K | 8K | 0.01% |
| 36 | VANGUARD STAR FDS | $549K | 6K | 0.01% |
| 37 | GLOBUS MED INC | $475K | 6K | 0.01% |
| 38 | SMITH DOUGLAS HOMES CORP | $424K | 27K | 0.01% |
| 39 | COPA HOLDINGS SA | $397K | 3K | 0.01% |
| 40 | KASPI KZ JSC | $341K | 4K | 0.01% |
| 41 | AMERICAN EXPRESS CO | $315K | 932 | 0.00% |
| 42 | APPLE INC | $278K | 961 | 0.00% |
| 43 | MICROSOFT CORP | $275K | 737 | 0.00% |
| 44 | SINCLAIR INC | $256K | 18K | 0.00% |
| 45 | DOLLAR GEN CORP | $252K | 2K | 0.00% |
| 46 | FERGUSON ENTERPRISES INC | $237K | 1K | 0.00% |
| 47 | VANGUARD INTL EQUITY INDEX F | $224K | 1K | 0.00% |
| 48 | ATAIBECKLEY INC | $222K | 42K | 0.00% |
| 49 | CHARTER COMMUNICATIONS INC | $221K | 2K | 0.00% |
| 50 | HILTON GRAND VACATIONS INC | $219K | 4K | 0.00% |
前 6 大集中度 · 46%
占比按本页可见持仓(前 ≤50 大)市值合计计算。
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。