Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $6.0B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | 608.9M 10.1% | 2.1M | -57.2K ↓2.63% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 455.5M 7.55% | 5.4M | -133.9K ↓2.44% | |
|
SCHW
|
Charles Schwab Corp. | 443.1M 7.35% | 4.7M | -880.2K ↓15.73% | |
|
ICE
|
Intercontinental Exchange Inc | 415.1M 6.88% | 2.6M | -64.5K ↓2.39% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 408.4M 6.77% | 1.2M | -213.3K ↓15.00% | |
|
ANTM
|
Anthem Inc | 406.3M 6.74% | 1.4M | -34.5K ↓2.43% | |
|
COF
|
Capital One Financial Corp. | 368.1M 6.1% | 2.0M | -50.2K ↓2.43% | |
|
MSA
|
MSA Safety Inc | 291.2M 4.83% | 1.8M | -35.4K ↓1.95% | |
|
ZTS
|
Zoetis Inc - Class A | 286.7M 4.75% | 2.4M | +2.4M Newly Added | |
|
GOOG
|
Alphabet Inc - Class C | 272.6M 4.52% | 950.4K | -192.0K ↓16.80% | |
|
ALGN
|
Align Technology, Inc. | 206.8M 3.43% | 1.2M | -16.0K ↓1.31% | |
|
UNH
|
Unitedhealth Group Inc | 197.1M 3.26% | 728.4K | -17.6K ↓2.36% | |
|
ACN
|
Accenture plc - Class A | 184.1M 3.05% | 928.2K | -15.2K ↓1.61% | |
|
ICLR
|
Icon Plc | 180.9M 3% | 1.6M | -45.0K ↓2.68% | |
|
TECH
|
Bio-Techne Corp | 177.3M 2.94% | 3.4M | +1.9M ↑131.39% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 148.7M 2.46% | 310.4K | -5.7K ↓1.81% | |
|
SAP
|
Sap SE - ADR | 128.4M 2.12% | 749.9K | +704.0K ↑1532.83% | |
|
FB
|
Meta Platforms Inc - Class A | 115.1M 1.9% | 201.1K | -37.9K ↓15.84% | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 79.0M 1.31% | 110 | -5 ↓4.35% | |
|
CACC
|
Credit Acceptance Corp. | 61.9M 1.02% | 146.2K | -389.9K ↓72.73% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 58.5M 0.97% | 1.2M | -678.2K ↓36.82% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 56.5M 0.93% | 723.8K | -15.0K ↓2.04% | |
|
CHTR
|
Charter Communications Inc. - Class A | 32.9M 0.54% | 152.6K | -209.4K ↓57.86% |