Ruane, Cunniff & Goldfarb L.P.: ALPHABET INC (GOOG): Quarterly 13F Position History
As of Q2 2026, Ruane, Cunniff & Goldfarb L.P. reported 924,866 shares of ALPHABET INC (GOOG), worth $326.8M and representing 5.1% of its 13F equity book. Quarter-over-quarter share count change: 25,528 (-2.7%) . The position first appeared in Q1 2018 and has been disclosed across 34 13F-HR filings in Pactolio's tracked window.
- 924,866Shares Held (Latest Filing)
- $326.8MReported Market Value (Latest Filing)
- 5.1%Portfolio Weight (% of 13F Equity Book)
- 25,528Quarter-over-Quarter Share Change
- +$54.2MQuarter-over-Quarter Value Change
- 2,282,754Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 34 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 924,866 | 25,528 | -2.7% | $326.8M | 5.1% | $353.3 |
| Q1 2026 | 950,394 | 191,959 | -16.8% | $272.6M | 4.5% | $286.9 |
| Q4 2025 | 1,142,353 | 112,218 | -8.9% | $358.5M | 5.6% | $313.8 |
| Q3 2025 | 1,254,571 | 31,550 | -2.5% | $305.6M | 5.1% | $243.6 |
| Q2 2025 | 1,286,121 | 42,388 | -3.2% | $228.1M | 3.9% | $177.4 |
| Q1 2025 | 1,328,509 | 63,446 | -4.6% | $207.6M | 3.8% | $156.2 |
| Q4 2024 | 1,391,955 | 69,037 | -4.7% | $265.1M | 4.5% | $190.4 |
| Q3 2024 | 1,460,992 | 32,757 | -2.2% | $244.3M | 3.8% | $167.2 |
| Q2 2024 | 1,493,749 | 86,996 | -5.5% | $274.0M | 4.3% | $183.4 |
| Q1 2024 | 1,580,745 | 199,942 | -11.2% | $240.7M | 3.7% | $152.3 |
| Q4 2023 | 1,780,687 | 93,914 | -5.0% | $251.0M | 4.0% | $140.9 |
| Q3 2023 | 1,874,601 | 91,150 | -4.6% | $247.2M | 4.1% | $131.8 |
| Q2 2023 | 1,965,751 | 74,157 | -3.6% | $237.8M | 3.8% | $121.0 |
| Q1 2023 | 2,039,908 | 112,080 | -5.2% | $212.2M | 3.5% | $104.0 |
| Q4 2022 | 2,151,988 | 130,766 | -5.7% | $190.9M | 3.0% | $88.7 |
| Q3 2022 | 2,282,754 | +2,145,948 | +1568.6% | $219.5M | 3.3% | $96.2 |
| Q2 2022 | 136,806 | 45,165 | -24.8% | $299.3M | 3.9% | $2187.4 |
| Q1 2022 | 181,971 | 5,777 | -3.1% | $508.2M | 5.0% | $2793.0 |
| Q4 2021 | 187,748 | 8,034 | -4.1% | $543.3M | 4.6% | $2893.6 |
| Q3 2021 | 195,782 | 15,166 | -7.2% | $521.8M | 4.7% | $2665.3 |
| Q2 2021 | 210,948 | 2,929 | -1.4% | $528.7M | 4.7% | $2506.3 |
| Q1 2021 | 213,877 | 4,585 | -2.1% | $442.4M | 4.2% | $2068.6 |
| Q4 2020 | 218,462 | 239,640 | -52.3% | $382.7M | 4.1% | $1751.9 |
| Q3 2020 | 458,102 | 56,024 | -10.9% | $673.2M | 8.0% | $1469.6 |
| Q2 2020 | 514,126 | 122,568 | -19.3% | $726.8M | 9.7% | $1413.6 |
| Q1 2020 | 636,694 | 89,431 | -12.3% | $740.4M | 11.9% | $1162.8 |
| Q4 2019 | 726,125 | 26,492 | -3.5% | $970.8M | 12.0% | $1337.0 |
| Q3 2019 | 752,617 | +3,211 | +0.4% | $917.4M | 12.0% | $1219.0 |
| Q2 2019 | 749,406 | 9,533 | -1.3% | $810.0M | 8.0% | $1080.9 |
| Q1 2019 | 758,939 | 48,916 | -6.1% | $890.5M | 9.1% | $1173.3 |
| Q4 2018 | 807,855 | 35,051 | -4.2% | $836.6M | 9.2% | $1035.6 |
| Q3 2018 | 842,906 | 11,938 | -1.4% | $1.0B | 9.3% | $1193.5 |
| Q2 2018 | 854,844 | 33,661 | -3.8% | $953.7M | 8.5% | $1115.7 |
| Q1 2018 | 888,505 | – | – | $892.6M | 8.2% | $1004.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Ruane, Cunniff & Goldfarb L.P. first disclose a GOOG position in 13F-HR filings?
Ruane, Cunniff & Goldfarb L.P. first reported ALPHABET INC (GOOG) on its 13F-HR filing for the period ending 2018-03-31 (Q1 2018). The position has appeared on 34 reported quarters within Pactolio's tracked window.
What was Ruane, Cunniff & Goldfarb L.P.'s most recent quarter-over-quarter share-count change in GOOG?
Between Q1 2026 and Q2 2026, Ruane, Cunniff & Goldfarb L.P. reduced its GOOG position by 25,528 shares (-2.7%), leaving 924,866 shares at a market value of $326.8M.
Does the implied price-per-share represent Ruane, Cunniff & Goldfarb L.P.'s cost basis in GOOG?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.