Top Funds / Ruane, Cunniff & Goldfarb L.P.


Robert Goldfarb, David Poppe

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
Wayfair Inc. CL A 2,335,414 $679,629,000 8.09% -633,438 +$92,954,000
Alphabet Inc. CAP STK CL C 458,102 $673,227,000 8.01% -56,024 -$53,547,000
CARMAX INC 6,578,390 $604,620,000 7.20% -151,090 +$1,995,000
Facebook Inc CL A 2,255,668 $590,759,000 7.03% -36,651 +$70,242,000
UNITEDHEALTH GROUP INC 1,846,017 $575,533,000 6.85% +412,062 +$152,588,000
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 6,748,099 $547,068,000 6.51% -79,356 +$159,473,000
CREDIT ACCEPTANCE CORP 1,291,276 $437,278,000 5.21% +85,063 -$68,137,000
Arista Networks, Inc. 1,948,767 $403,258,000 4.80% -29,235 -$12,182,000
Liberty Media Corp SER C FRMLA 10,579,595 $383,722,000 4.57% +350,625 +$59,361,000
Jacobs Engineering Group Inc 4,123,907 $382,575,000 4.55% -74,095 +$26,584,000
Intercontinental Exchange, Inc. 3,484,355 $348,610,000 4.15% New +$348,610,000
SCHWAB CHARLES CORP 9,606,264 $348,035,000 4.14% -229,202 +$16,186,000
Walt Disney Co DISNEY 2,792,692 $346,517,000 4.12% -21,545 +$32,701,000
Mastercard Inc CL A 995,537 $336,661,000 4.01% -2,391 +$41,574,000
Berkshire Hathaway Inc CL A 1,003 $320,961,000 3.82% -25 +$46,177,000
Alphabet Inc. CAP STK CL A 215,800 $316,276,000 3.76% -32,383 -$35,660,000
Liberty Broadband Corp SER C 2,188,128 $312,618,000 3.72% -43,969 +$35,927,000
Fidelity National Information Services, Inc. 1,950,190 $287,087,000 3.42% New +$287,087,000
Berkshire Hathaway Inc CL B 1,097,045 $233,605,000 2.78% -8,855 +$36,191,000
Liberty Broadband Corp SER A 969,746 $137,520,000 1.64% -10,026 +$17,802,000
VISA INC. CL A 530,691 $106,122,000 1.26% -28,011 -$1,802,000
Liberty Media Corp SER A FRMLA 337,775 $11,319,000 0.13% -10,338 +$1,161,000
EXPEDITORS INTERNATIONAL OF WASHINGTON INC 102,132 $9,245,000 0.11% No Change +$1,479,000
Builders FirstSource, Inc. 79,461 $2,592,000 0.03% -101 +$945,000
AMAZON COM INC 692 $2,179,000 0.03% -114,651 -$316,032,000