Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q3 2023
Total portfolio value: $6.0T
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ICE
|
Intercontinental Exchange Inc | 633.4B 10.51% | 5.8M | -187.4K ↓3.15% | |
|
UNH
|
Unitedhealth Group Inc | 552.3B 9.16% | 1.1M | -33.2K ↓2.94% | |
|
ANTM
|
Anthem Inc | 500.8B 8.31% | 1.2M | +101.6K ↑9.69% | |
|
SCHW
|
Charles Schwab Corp. | 476.6B 7.91% | 8.7M | -267.8K ↓2.99% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 429.1B 7.12% | 6.9M | +6.9M Newly Added | |
|
GOOGL
|
Alphabet Inc - Class A | 398.3B 6.61% | 3.0M | -219.2K ↓6.72% | |
|
KMX
|
Carmax Inc | 393.6B 6.53% | 5.6M | -464.9K ↓7.71% | |
|
J
|
Jacobs Engineering Group, Inc. | 391.1B 6.49% | 2.9M | -88.7K ↓3.00% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 364.6B 6.05% | 4.2M | -128.6K ↓2.97% | |
|
CACC
|
Credit Acceptance Corp. | 352.1B 5.84% | 765.2K | -23.2K ↓2.94% | |
|
COF
|
Capital One Financial Corp. | 320.5B 5.32% | 3.3M | -100.7K ↓2.96% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 290.5B 4.82% | 3.2M | -105.1K ↓3.20% | |
|
FB
|
Meta Platforms Inc - Class A | 268.4B 4.45% | 894.0K | -29.7K ↓3.21% | |
|
GOOG
|
Alphabet Inc - Class C | 247.2B 4.1% | 1.9M | -91.2K ↓4.64% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 165.4B 2.74% | 472.1K | -18.6K ↓3.79% | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 90.4B 1.49% | 170 | -4 ↓2.30% | |
|
LBRDA
|
Liberty Broadband Corp - Series A | 71.7B 1.19% | 788.9K | -23.8K ↓2.93% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 50.2B 0.83% | 888.0K | +888.0K Newly Added |
Sold Out Positions
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