Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $6.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ICE
|
Intercontinental Exchange Inc | 805.2M 12.59% | 5.0M | -96.0K ↓1.88% | |
|
UNH
|
Unitedhealth Group Inc | 565.0M 8.83% | 966.3K | -17.5K ↓1.78% | |
|
ANTM
|
Anthem Inc | 522.4M 8.17% | 1.0M | -19.5K ↓1.91% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 504.5M 7.89% | 2.9M | -119.0K ↓3.94% | |
|
SCHW
|
Charles Schwab Corp. | 482.9M 7.55% | 7.5M | -334.8K ↓4.30% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 470.9M 7.36% | 6.1M | -98.2K ↓1.59% | |
|
GOOGL
|
Alphabet Inc - Class A | 442.3M 6.91% | 2.7M | -108.8K ↓3.92% | |
|
COF
|
Capital One Financial Corp. | 414.9M 6.49% | 2.8M | -52.3K ↓1.85% | |
|
J
|
Jacobs Engineering Group, Inc. | 331.2M 5.18% | 2.5M | -45.2K ↓1.76% | |
|
FB
|
Meta Platforms Inc - Class A | 324.7M 5.07% | 567.2K | -10.3K ↓1.79% | |
|
CACC
|
Credit Acceptance Corp. | 302.2M 4.72% | 681.6K | -27.3K ↓3.85% | |
|
GOOG
|
Alphabet Inc - Class C | 244.3M 3.82% | 1.5M | -32.8K ↓2.19% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 199.9M 3.12% | 434.3K | -4.6K ↓1.05% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 194.4M 3.04% | 2.5M | -51.5K ↓2.01% | |
|
CHTR
|
Charter Communications Inc. - Class A | 147.5M 2.3% | 455.0K | +797 ↑0.18% | |
|
KMX
|
Carmax Inc | 141.3M 2.2% | 1.8M | -2.0M ↓51.93% | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 92.6M 1.44% | 134 | -4 ↓2.90% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 56.6M 0.88% | 790.7K | -22.7K ↓2.79% | |
|
LBRDA
|
Liberty Broadband Corp - Series A | 54.5M 0.85% | 709.8K | -13.4K ↓1.85% |