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
TICKER CORP NAME VALUE($) SHARES +/- SHARES
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 534.0B 8.42% 7.1M Sold Out
FWONA
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A 62.2B 0.98% 920.5K Sold Out