Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $6.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ICE
|
Intercontinental Exchange Inc | 699.3M 10.89% | 5.1M | -245.8K ↓4.59% | |
|
SCHW
|
Charles Schwab Corp. | 573.7M 8.93% | 7.8M | -347.6K ↓4.27% | |
|
ANTM
|
Anthem Inc | 554.9M 8.64% | 1.0M | -50.6K ↓4.71% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 525.6M 8.18% | 3.0M | -692.9K ↓18.64% | |
|
GOOGL
|
Alphabet Inc - Class A | 505.6M 7.87% | 2.8M | -129.0K ↓4.44% | |
|
UNH
|
Unitedhealth Group Inc | 501.0M 7.8% | 983.8K | -44.0K ↓4.28% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 443.9M 6.91% | 6.2M | -258.9K ↓4.02% | |
|
COF
|
Capital One Financial Corp. | 390.9M 6.09% | 2.8M | -129.2K ↓4.38% | |
|
CACC
|
Credit Acceptance Corp. | 364.9M 5.68% | 708.9K | -9.1K ↓1.27% | |
|
J
|
Jacobs Engineering Group, Inc. | 359.8M 5.6% | 2.6M | -112.1K ↓4.17% | |
|
FB
|
Meta Platforms Inc - Class A | 291.2M 4.53% | 577.5K | -23.2K ↓3.87% | |
|
KMX
|
Carmax Inc | 278.5M 4.34% | 3.8M | -170.6K ↓4.30% | |
|
GOOG
|
Alphabet Inc - Class C | 274.0M 4.26% | 1.5M | -87.0K ↓5.50% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 178.6M 2.78% | 438.9K | -11.6K ↓2.58% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 140.7M 2.19% | 2.6M | -394.1K ↓13.31% | |
|
CHTR
|
Charter Communications Inc. - Class A | 135.8M 2.11% | 454.2K | +454.2K Newly Added | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 84.5M 1.31% | 138 | -11 ↓7.38% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 52.2M 0.81% | 813.3K | -43.2K ↓5.05% | |
|
LBRDA
|
Liberty Broadband Corp - Series A | 39.5M 0.61% | 723.2K | -42.9K ↓5.61% |