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


Robert Goldfarb, David Poppe

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 6,689,879 $729,464,000 7.78% -58,220 +$182,396,000
UNITEDHEALTH GROUP INC 1,837,617 $644,416,000 6.87% -8,400 +$68,883,000
CARMAX INC 6,548,997 $618,618,000 6.60% -29,393 +$13,998,000
Facebook Inc CL A 2,219,897 $606,387,000 6.47% -35,771 +$15,628,000
Arista Networks, Inc. 1,936,727 $562,755,000 6.00% -12,040 +$159,497,000
CREDIT ACCEPTANCE CORP 1,602,519 $554,696,000 5.91% +311,243 +$117,418,000
Walt Disney Co 2,767,727 $501,457,000 5.35% New +$501,457,000
SCHWAB CHARLES CORP 9,334,460 $495,100,000 5.28% -271,804 +$147,065,000
Liberty Media Corp SER C FRMLA 10,566,059 $450,114,000 4.80% -13,536 +$66,392,000
JACOBS ENGINEERING GROUP INC /DE/ 3,983,647 $434,058,000 4.63% -140,260 +$51,483,000
Wayfair Inc. CL A 1,792,809 $404,834,000 4.32% -542,605 -$274,795,000
Intercontinental Exchange, Inc. 3,469,593 $400,009,000 4.27% -14,762 +$51,399,000
Alphabet Inc. CAP STK CL C 218,462 $382,719,000 4.08% -239,640 -$290,508,000
NETFLIX INC 701,374 $379,254,000 4.04% New +$379,254,000
Alphabet Inc. CAP STK CL A 215,578 $377,831,000 4.03% -222 +$61,555,000
Berkshire Hathaway Inc CL A 995 $346,076,000 3.69% -8 +$25,115,000
Mastercard Inc CL A 959,770 $342,580,000 3.65% -35,767 +$5,919,000
Liberty Broadband Corp SER C 2,088,860 $330,813,000 3.53% -99,268 +$18,195,000
Fidelity National Information Services, Inc. 1,944,162 $275,021,000 2.93% -6,028 -$12,066,000
Berkshire Hathaway Inc CL B 1,048,522 $243,121,000 2.59% -48,523 +$9,516,000
Liberty Broadband Corp SER A 965,195 $152,095,000 1.62% -4,551 +$14,575,000
VISA INC. CL A 520,855 $113,927,000 1.21% -9,836 +$7,805,000
Liberty Media Corp SER A FRMLA 336,401 $12,780,000 0.14% -1,374 +$1,461,000
EXPEDITORS INTERNATIONAL OF WASHINGTON INC 102,132 $9,714,000 0.10% No Change +$469,000
Builders FirstSource, Inc. 78,084 $3,187,000 0.03% -1,377 +$595,000