Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $6.0B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SCHW
|
Charles Schwab Corp. | 602.9M 9.98% | 6.3M | -283.3K ↓4.29% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 581.7M 9.63% | 5.6M | -42.0K ↓0.75% | |
|
GOOGL
|
Alphabet Inc - Class A | 572.9M 9.49% | 2.4M | -9.6K ↓0.41% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 525.5M 8.7% | 1.9M | -36.0K ↓1.88% | |
|
ANTM
|
Anthem Inc | 468.0M 7.75% | 1.4M | +352.6K ↑32.18% | |
|
ICE
|
Intercontinental Exchange Inc | 462.2M 7.65% | 2.7M | -25.7K ↓0.93% | |
|
COF
|
Capital One Financial Corp. | 446.0M 7.38% | 2.1M | -18.9K ↓0.89% | |
|
GOOG
|
Alphabet Inc - Class C | 305.6M 5.06% | 1.3M | -31.6K ↓2.45% | |
|
ICLR
|
Icon Plc | 297.7M 4.93% | 1.7M | -7.2K ↓0.42% | |
|
MSA
|
MSA Safety Inc | 293.4M 4.86% | 1.7M | +756.2K ↑79.68% | |
|
CACC
|
Credit Acceptance Corp. | 270.1M 4.47% | 578.5K | -5.6K ↓0.95% | |
|
UNH
|
Unitedhealth Group Inc | 261.8M 4.33% | 758.2K | -5.2K ↓0.68% | |
|
FB
|
Meta Platforms Inc - Class A | 179.2M 2.96% | 244.0K | -153.5K ↓38.62% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 162.2M 2.68% | 322.6K | -4.3K ↓1.31% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 119.1M 1.97% | 1.9M | -15.1K ↓0.80% | |
|
CHTR
|
Charter Communications Inc. - Class A | 102.7M 1.7% | 373.4K | -13.2K ↓3.41% | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 88.2M 1.46% | 117 | = | |
|
TECH
|
Bio-Techne Corp | 82.0M 1.35% | 1.5M | +1.3M ↑866.92% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 70.7M 1.17% | 742.3K | -6.0K ↓0.81% | |
|
LBRDA
|
Liberty Broadband Corp - Series A | 42.4M 0.7% | 669.2K | +353 ↑0.05% |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
|---|---|---|---|---|
|
|
|
|
|
|