Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $5.8B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
SCHW
|
Charles Schwab Corp. | 602.1M 10.32% | 6.6M | -162.6K ↓2.40% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 586.3M 10.05% | 5.6M | -144.3K ↓2.51% | |
|
ICE
|
Intercontinental Exchange Inc | 508.0M 8.7% | 2.8M | -25.1K ↓0.90% | |
|
COF
|
Capital One Financial Corp. | 450.4M 7.72% | 2.1M | -13.4K ↓0.63% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 434.3M 7.44% | 1.9M | +51.4K ↑2.75% | |
|
ANTM
|
Anthem Inc | 426.2M 7.3% | 1.1M | -27.3K ↓2.43% | |
|
GOOGL
|
Alphabet Inc - Class A | 417.0M 7.14% | 2.4M | -6.5K ↓0.27% | |
|
CACC
|
Credit Acceptance Corp. | 297.5M 5.1% | 584.0K | -59.1K ↓9.19% | |
|
FB
|
Meta Platforms Inc - Class A | 293.4M 5.03% | 397.6K | -113.4K ↓22.20% | |
|
ICLR
|
Icon Plc | 248.5M 4.25% | 1.7M | +453.8K ↑36.18% | |
|
UNH
|
Unitedhealth Group Inc | 238.2M 4.08% | 763.4K | -58.7K ↓7.14% | |
|
GOOG
|
Alphabet Inc - Class C | 228.1M 3.91% | 1.3M | -42.4K ↓3.19% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 185.9M 3.18% | 1.9M | -494.2K ↓20.73% | |
|
MSA
|
MSA Safety Inc | 159.0M 2.72% | 949.1K | +949.1K Newly Added | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 158.8M 2.72% | 326.8K | -10.1K ↓3.01% | |
|
CHTR
|
Charter Communications Inc. - Class A | 158.1M 2.7% | 386.6K | -13.8K ↓3.46% | |
|
J
|
Jacobs Engineering Group, Inc. | 140.9M 2.41% | 1.1M | -104.6K ↓8.89% | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 85.3M 1.46% | 117 | -9 ↓7.14% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 71.1M 1.21% | 748.3K | +7.1K ↑0.96% | |
|
LBRDA
|
Liberty Broadband Corp - Series A | 65.4M 1.12% | 668.8K | -5.3K ↓0.78% |