Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $6.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | 712.7M 11.08% | 2.0M | -123.4K ↓5.83% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 560.1M 8.71% | 1.2M | -35.7K ↓2.95% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 497.0M 7.73% | 5.2M | -133.7K ↓2.50% | |
|
SCHW
|
Charles Schwab Corp. | 421.8M 6.56% | 4.6M | -143.4K ↓3.04% | |
|
COF
|
Capital One Financial Corp. | 392.4M 6.1% | 2.0M | -61.7K ↓3.06% | |
|
ANTM
|
Anthem Inc | 378.8M 5.89% | 979.6K | -408.4K ↓29.42% | |
|
ICLR
|
Icon Plc | 355.8M 5.53% | 2.0M | +413.5K ↑25.30% | |
|
GOOG
|
Alphabet Inc - Class C | 326.8M 5.08% | 924.9K | -25.5K ↓2.69% | |
|
ICE
|
Intercontinental Exchange Inc | 315.3M 4.9% | 2.6M | -78.6K ↓2.98% | |
|
MSA
|
MSA Safety Inc | 300.5M 4.67% | 1.7M | -54.9K ↓3.09% | |
|
UNH
|
Unitedhealth Group Inc | 293.2M 4.56% | 705.6K | -22.9K ↓3.14% | |
|
TECH
|
Bio-Techne Corp | 236.6M 3.68% | 3.3M | -43.2K ↓1.27% | |
|
ROP
|
Roper Technologies Inc | 228.4M 3.55% | 674.9K | +674.9K Newly Added | |
|
ALGN
|
Align Technology, Inc. | 197.6M 3.07% | 1.2M | -35.1K ↓2.91% | |
|
SAP
|
Sap SE - ADR | 190.6M 2.96% | 1.2M | +486.6K ↑64.89% | |
|
ZTS
|
Zoetis Inc - Class A | 169.1M 2.63% | 2.4M | -71.7K ↓2.96% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 150.5M 2.34% | 300.7K | -9.7K ↓3.13% | |
|
ACN
|
Accenture plc - Class A | 112.2M 1.74% | 901.8K | -26.4K ↓2.84% | |
|
FB
|
Meta Platforms Inc - Class A | 86.9M 1.35% | 154.3K | -46.9K ↓23.29% | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 77.1M 1.2% | 103 | -7 ↓6.36% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 60.9M 0.94% | 695.7K | -28.1K ↓3.89% |
Sold Out Positions
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