我不是股神我不是股神
Buy
聪明钱/Ruane Cunniff LP

Ruane Cunniff LP

Ruane Cunniff LP
Ruane Cunniff LP13F · 15 May 2026
持仓 40前十集中度 67%本季新建/加仓 12减持/清仓 27
1
GOOGLAlphabet Inc.均 71
10.1%减持2
FWONKLiberty Media Corp Formula One Series C均 61
7.6%减持3
SCHWCharles Schwab Corp.均 67
7.3%减持4
ICEIntercontinental Exchange Inc.均 62
6.9%减持5
TSMTaiwan Semiconductor S.A.均 78
6.8%减持6
ELVElevance Health Inc.均 42
6.7%减持7
COFCapital One Financial均 55
6.1%减持8
SUNBSunbelt Rentals Holdings Inc均 55
5.9%新建仓9
MSAMSA Safety Inc.均 54
4.8%减持10
ZTSZoetis Inc.均 63
4.8%新建仓11
GOOGAlphabet Inc. CL C均 73
4.5%减持12
ALGNAlign Technology Inc.均 59
3.4%减持13
UNHUnited Health Group Inc.均 52
3.3%减持14
ACNAccenture均 49
3.0%减持15
ICLRICON plc均 53
3.0%减持16
TECHBio-Techne Corp.均 66
2.9%加仓17
BRK.BBerkshire Hathaway CL B
2.5%减持18
SAPSAP SE均 63
2.1%加仓19
METAMeta Platforms Inc.均 71
1.9%减持20
BRK.ABerkshire Hathaway CL A
1.3%减持21
CACCCredit Acceptance Corp.均 39
1.0%减持22
LBRDKLiberty Broadband Corp. CL C均 43
1.0%减持23
FWONALiberty Media Corp Formula One Series A均 57
0.9%减持24
AMTMAmentum Holdings Inc.均 44
0.7%减持25
CHTRCharter Communications均 40
0.6%减持26
GLIBKGCI Liberty Inc. Series C均 44
0.3%减持27
LBRDALiberty Broadband Corp. CL A均 40
0.2%减持28
GLBAV-OLDGCI Liberty Inc. Series A
0.1%新建仓29
EQHEquitable Holdings Inc.均 42
0.0%减持30
GPIGroup 1 Automotive均 40
0.0%加仓31
GMEDGlobus Medical Inc.均 53
0.0%新建仓32
JJacobs Solutions Inc.均 62
0.0%减持33
KSPIJsc Kaspi.kz ADR均 45
0.0%减持34
LADLithia Motors Inc.均 49
0.0%减持35
MUMicron Technology Inc.均 51
0.0%持有36
NFLXNetflix Inc.均 57
0.0%加仓37
VTIVanguard Total Stock Mkt ETF
0.0%加仓38
VXUSVanguard Total Intl Stock
0.0%加仓39
AAPLApple Inc.均 60
0.0%加仓40
ATAIAtaiBeckley Inc.均 28
0.0%新建仓

数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。