Robert Goldfarb - Ruane, Cunniff & Goldfarb
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    50
Portfolio value:    $6,028,259,104
Holdings Activity Buys Sells    History
Holding/activity history for  Alphabet Inc. CL C (GOOG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 950,394 4.52 Reduce 16.80% 0.94 $286.86 $272,630,041 SEC
2025   Q4 1,142,353 5.60 Reduce 8.94% 0.45 $313.80 $358,470,368 SEC
2025   Q3 1,254,571 5.06 Reduce 2.45% 0.10 $243.55 $305,550,765 SEC
2025   Q2 1,286,121 3.91 Reduce 3.19% 0.12 $177.39 $228,145,002 SEC
2025   Q1 1,328,509 3.77 Reduce 4.56% 0.21 $156.23 $207,552,960 SEC
2024   Q4 1,391,955 4.50 Reduce 4.73% 0.18 $190.44 $265,083,908 SEC
2024   Q3 1,460,992 3.82 Reduce 2.19% 0.09 $167.19 $244,263,251 SEC
2024   Q2 1,493,749 4.27 Reduce 5.50% 0.21 $183.42 $273,983,440 SEC
2024   Q1 1,580,745 3.74 Reduce 11.23% 0.45 $152.26 $240,684,232 SEC
2023   Q4 1,780,687 4.01 Reduce 5.01% 0.21 $140.93 $250,952,219 SEC
2023   Q3 1,874,601 4.10 Reduce 4.64% 0.17 $131.85 $247,166,142 SEC
2023   Q2 1,965,751 3.75 Reduce 3.64% 0.13 $120.97 $237,796,898 SEC
2023   Q1 2,039,908 3.47 Reduce 5.21% 0.16 $104.00 $212,150,432 SEC
2022   Q4 2,151,988 2.98 Reduce 5.73% 0.19 $88.73 $190,945,896 SEC
2022   Q3 2,282,754 3.26 Add 1,568.61% 3.06 $96.15 $219,487,000 SEC
2022   Q2 136,806 3.90 Reduce 24.82% 1.24 $2,187.45 $299,256,000 SEC
2022   Q1 181,971 5.01 Reduce 3.08% 0.14 $2,792.99 $508,243,000 SEC
2021   Q4 187,748 4.64 Reduce 4.10% 0.19 $2,893.59 $543,266,000 SEC
2021   Q3 195,782 4.69 Reduce 7.19% 0.34 $2,665.31 $521,820,000 SEC
2021   Q2 210,948 4.69 Reduce 1.37% 0.06 $2,506.32 $528,703,000 SEC
2021   Q1 213,877 4.16 Reduce 2.10% 0.09 $2,068.63 $442,432,000 SEC
2020   Q4 218,462 4.08 Reduce 52.31% 4.19 $1,751.88 $382,719,000 SEC
2020   Q3 458,102 8.01 Reduce 10.90% 1.06 $1,469.60 $673,227,000 SEC
2020   Q2 514,126 9.74 Reduce 19.25% 2.28 $1,413.61 $726,774,000 SEC
2020   Q1 636,694 11.86 Reduce 12.32% 1.48 $1,162.81 $740,354,000 SEC
2019   Q4 726,125 12.01 Reduce 3.52% 0.42 $1,337.02 $970,844,000 SEC
2019   Q3 752,617 12.04 Add 0.61% 0.07 $1,219.00 $917,440,000 SEC
2019   Q2 748,033 10.89 Reduce 1.44% 0.13 $1,080.91 $808,556,000 SEC
2019   Q1 758,939 9.09 Reduce 6.06% 0.56 $1,173.31 $890,471,000 SEC
2018   Q4 807,855 9.21 Reduce 4.16% 0.38 $1,035.61 $836,623,000 SEC
2018   Q3 842,906 9.25 Reduce 1.40% 0.12 $1,193.47 $1,005,983,000 SEC
2018   Q2 854,844 8.54 Reduce 3.79% 0.31 $1,115.65 $953,707,000 SEC
2018   Q1 888,505 8.18 $1,004.56 $892,556,000 SEC