Ruane Cunniff's GOOG Position Overview
Ruane Cunniff (via Ruane, Cunniff & Goldfarb L.P.) currently holds 1.3M shares of Alphabet Inc. (GOOG) worth $305.55 M, representing 5.06% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Ruane Cunniff has maintained a long-term strategic position in GOOG, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 7.7M shares. Largest reduction occurred in Q4 2020, reducing 4.8M shares.
Analysis based on 13F filings available since 2013 Q2
Ruane Cunniff's Alphabet (GOOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOG) Trades by Ruane Cunniff
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +11.71 M | New Buy | 11.71 M | $30.42 |
| Q4 2015 | -77,640 | Reduce 0.66% | 11.63 M | $37.94 |
| Q1 2016 | -2.04 M | Reduce 17.50% | 9.59 M | $37.25 |
| Q2 2016 | -759,640 | Reduce 7.92% | 8.83 M | $34.61 |
| Q3 2016 | -50,400 | Reduce 0.57% | 8.78 M | $38.86 |
| Q4 2016 | -300,620 | Reduce 3.42% | 8.48 M | $38.59 |
| Q1 2017 | -419,060 | Reduce 4.94% | 8.06 M | $41.48 |
| Q2 2017 | +783,260 | Add 9.71% | 8.85 M | $45.44 |
| Q3 2017 | +7.73 M | Add 87.33% | 16.57 M | $47.96 |
| Q4 2017 | -116,760 | Reduce 0.70% | 16.46 M | $52.32 |
| Q1 2018 | +17.77 M | Add 0.00% | 17.77 M | $50.23 |
| Q2 2018 | -673,220 | Reduce 3.79% | 17.1 M | $55.78 |
| Q3 2018 | -238,760 | Reduce 1.40% | 16.86 M | $59.67 |
| Q4 2018 | -701,020 | Reduce 4.16% | 16.16 M | $51.78 |
| Q1 2019 | -978,320 | Reduce 6.06% | 15.18 M | $58.67 |
| Q2 2019 | -218,120 | Reduce 1.44% | 14.96 M | $54.05 |
| Q3 2019 | +91,680 | Add 0.61% | 15.05 M | $60.95 |
| Q4 2019 | -529,840 | Reduce 3.52% | 14.52 M | $66.85 |
| Q1 2020 | -1.79 M | Reduce 12.32% | 12.73 M | $58.14 |
| Q2 2020 | -2.45 M | Reduce 19.25% | 10.28 M | $70.68 |
| Q3 2020 | -1.12 M | Reduce 10.90% | 9.16 M | $73.48 |
| Q4 2020 | -4.79 M | Reduce 52.31% | 4.37 M | $87.59 |
| Q1 2021 | -91,700 | Reduce 2.10% | 4.28 M | $103.43 |
| Q2 2021 | -58,580 | Reduce 1.37% | 4.22 M | $125.32 |
| Q3 2021 | -303,320 | Reduce 7.19% | 3.92 M | $133.27 |
| Q4 2021 | -160,680 | Reduce 4.10% | 3.75 M | $144.68 |
| Q1 2022 | -115,540 | Reduce 3.08% | 3.64 M | $139.65 |
| Q2 2022 | -903,300 | Reduce 24.82% | 2.74 M | $109.37 |
| Q3 2022 | -453,366 | Reduce 16.57% | 2.28 M | $96.15 |
| Q4 2022 | -130,766 | Reduce 5.73% | 2.15 M | $88.73 |
| Q1 2023 | -112,080 | Reduce 5.21% | 2.04 M | $104.00 |
| Q2 2023 | -74,157 | Reduce 3.64% | 1.97 M | $120.97 |
| Q3 2023 | -91,150 | Reduce 4.64% | 1.87 M | $131.85 |
| Q4 2023 | -93,914 | Reduce 5.01% | 1.78 M | $140.93 |
| Q1 2024 | -199,942 | Reduce 11.23% | 1.58 M | $152.26 |
| Q2 2024 | -86,996 | Reduce 5.50% | 1.49 M | $183.42 |
| Q3 2024 | -32,757 | Reduce 2.19% | 1.46 M | $167.19 |
| Q4 2024 | -69,037 | Reduce 4.73% | 1.39 M | $190.44 |
| Q1 2025 | -63,446 | Reduce 4.56% | 1.33 M | $156.23 |
| Q2 2025 | -42,388 | Reduce 3.19% | 1.29 M | $177.39 |
| Q3 2025 | -31,550 | Reduce 2.45% | 1.25 M | $243.55 |
Ruane Cunniff's Alphabet Investment FAQs
Ruane Cunniff first purchased Alphabet Inc. (GOOG) in Q3 2015, acquiring 11,706,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ruane Cunniff has held Alphabet Inc. (GOOG) for 41 quarters since Q3 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ruane Cunniff's largest addition to Alphabet Inc. (GOOG) was in Q1 2018, adding 17,770,100 shares worth $892.56 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ruane Cunniff's firm, Ruane, Cunniff & Goldfarb L.P., owns 1,254,571 shares of Alphabet Inc. (GOOG), valued at approximately $305.55 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alphabet Inc. (GOOG) represents approximately 5.06% of Ruane Cunniff's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ruane Cunniff's peak holding in Alphabet Inc. (GOOG) was 17,770,100 shares, as reported at the end of Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.