Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $5.9B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ICE
|
Intercontinental Exchange Inc | 716.3M 12.16% | 4.8M | -205.5K ↓4.10% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 543.9M 9.23% | 5.9M | -211.9K ↓3.48% | |
|
SCHW
|
Charles Schwab Corp. | 510.9M 8.67% | 6.9M | -546.8K ↓7.34% | |
|
GOOGL
|
Alphabet Inc - Class A | 452.8M 7.68% | 2.4M | -275.2K ↓10.32% | |
|
UNH
|
Unitedhealth Group Inc | 423.9M 7.19% | 838.0K | -128.3K ↓13.28% | |
|
ANTM
|
Anthem Inc | 422.0M 7.16% | 1.1M | +139.4K ↑13.88% | |
|
COF
|
Capital One Financial Corp. | 388.2M 6.59% | 2.2M | -594.1K ↓21.44% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 381.9M 6.48% | 1.9M | -970.8K ↓33.42% | |
|
CACC
|
Credit Acceptance Corp. | 307.6M 5.22% | 655.3K | -26.3K ↓3.86% | |
|
FB
|
Meta Platforms Inc - Class A | 305.4M 5.18% | 521.5K | -45.6K ↓8.04% | |
|
ICLR
|
Icon Plc | 265.4M 4.5% | 1.3M | +1.3M Newly Added | |
|
GOOG
|
Alphabet Inc - Class C | 265.1M 4.5% | 1.4M | -69.0K ↓4.73% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 180.3M 3.06% | 2.4M | -102.6K ↓4.08% | |
|
J
|
Jacobs Engineering Group, Inc. | 161.8M 2.74% | 1.2M | -1.3M ↓52.14% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 157.9M 2.67% | 348.2K | -86.1K ↓19.81% | |
|
CHTR
|
Charter Communications Inc. - Class A | 141.9M 2.4% | 414.1K | -40.9K ↓8.99% | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 85.8M 1.45% | 126 | -8 ↓5.97% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 62.9M 1.06% | 748.9K | -41.7K ↓5.28% | |
|
LBRDA
|
Liberty Broadband Corp - Series A | 50.8M 0.86% | 683.4K | -26.4K ↓3.71% |
Sold Out Positions
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