Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $6.3B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ICE
|
Intercontinental Exchange Inc | 719.7M 11.5% | 5.6M | -153.1K ↓2.66% | |
|
SCHW
|
Charles Schwab Corp. | 582.7M 9.31% | 8.5M | -210.7K ↓2.43% | |
|
UNH
|
Unitedhealth Group Inc | 563.0M 8.99% | 1.1M | -26.0K ↓2.38% | |
|
ANTM
|
Anthem Inc | 528.9M 8.45% | 1.1M | -28.6K ↓2.48% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 424.4M 6.78% | 6.7M | -166.0K ↓2.41% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 423.3M 6.76% | 4.1M | -125.0K ↓2.98% | |
|
COF
|
Capital One Financial Corp. | 422.9M 6.75% | 3.2M | -77.6K ↓2.35% | |
|
GOOGL
|
Alphabet Inc - Class A | 415.7M 6.64% | 3.0M | -67.6K ↓2.22% | |
|
CACC
|
Credit Acceptance Corp. | 398.1M 6.36% | 747.4K | -17.9K ↓2.34% | |
|
J
|
Jacobs Engineering Group, Inc. | 363.3M 5.8% | 2.8M | -66.4K ↓2.32% | |
|
KMX
|
Carmax Inc | 316.7M 5.06% | 4.1M | -1.4M ↓25.85% | |
|
GOOG
|
Alphabet Inc - Class C | 251.0M 4.01% | 1.8M | -93.9K ↓5.01% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 250.1M 3.99% | 3.1M | -78.2K ↓2.46% | |
|
FB
|
Meta Platforms Inc - Class A | 220.9M 3.52% | 624.0K | -270.0K ↓30.20% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 162.7M 2.6% | 456.3K | -15.8K ↓3.34% | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 91.2M 1.45% | 168 | -2 ↓1.18% | |
|
LBRDA
|
Liberty Broadband Corp - Series A | 62.5M 0.99% | 774.4K | -14.5K ↓1.83% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 50.2M 0.8% | 865.7K | -22.3K ↓2.52% |