Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $6.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | 680.7M 10.63% | 2.2M | -181.9K ↓7.72% | |
|
SCHW
|
Charles Schwab Corp. | 559.0M 8.73% | 5.6M | -720.6K ↓11.41% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 540.9M 8.44% | 5.5M | -77.9K ↓1.40% | |
|
COF
|
Capital One Financial Corp. | 501.2M 7.82% | 2.1M | -30.1K ↓1.43% | |
|
ANTM
|
Anthem Inc | 498.7M 7.78% | 1.4M | -25.8K ↓1.78% | |
|
ICE
|
Intercontinental Exchange Inc | 437.9M 6.83% | 2.7M | -39.4K ↓1.44% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 432.0M 6.74% | 1.4M | -460.0K ↓24.45% | |
|
GOOG
|
Alphabet Inc - Class C | 358.5M 5.59% | 1.1M | -112.2K ↓8.94% | |
|
ICLR
|
Icon Plc | 306.1M 4.78% | 1.7M | -21.4K ↓1.26% | |
|
MSA
|
MSA Safety Inc | 290.1M 4.53% | 1.8M | +106.3K ↑6.24% | |
|
ACN
|
Accenture plc - Class A | 253.1M 3.95% | 943.4K | +943.4K Newly Added | |
|
UNH
|
Unitedhealth Group Inc | 246.3M 3.84% | 746.0K | -12.2K ↓1.61% | |
|
CACC
|
Credit Acceptance Corp. | 237.8M 3.71% | 536.1K | -42.3K ↓7.32% | |
|
ALGN
|
Align Technology, Inc. | 190.9M 2.98% | 1.2M | +1.2M Newly Added | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 158.9M 2.48% | 316.1K | -6.4K ↓2.00% | |
|
FB
|
Meta Platforms Inc - Class A | 157.8M 2.46% | 239.0K | -5.0K ↓2.05% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 89.5M 1.39% | 1.8M | -32.6K ↓1.74% | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 86.8M 1.35% | 115 | -2 ↓1.71% | |
|
TECH
|
Bio-Techne Corp | 86.2M 1.34% | 1.5M | -7.8K ↓0.53% | |
|
CHTR
|
Charter Communications Inc. - Class A | 75.6M 1.18% | 362.0K | -11.4K ↓3.06% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 66.0M 1.03% | 738.9K | -3.4K ↓0.46% |
Sold Out Positions
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