Sequoia Fund Ruane Cunniff Goldfarb
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $6.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
ICE
|
Intercontinental Exchange Inc | 735.8M 11.42% | 5.4M | -249.5K ↓4.45% | |
|
SCHW
|
Charles Schwab Corp. | 588.3M 9.13% | 8.1M | -337.5K ↓3.98% | |
|
ANTM
|
Anthem Inc | 557.3M 8.65% | 1.1M | -47.0K ↓4.19% | |
|
UNH
|
Unitedhealth Group Inc | 508.5M 7.89% | 1.0M | -41.6K ↓3.89% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 505.7M 7.84% | 3.7M | -353.6K ↓8.69% | |
|
COF
|
Capital One Financial Corp. | 439.6M 6.82% | 3.0M | -272.5K ↓8.45% | |
|
GOOGL
|
Alphabet Inc - Class A | 438.4M 6.8% | 2.9M | -71.3K ↓2.39% | |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 422.4M 6.55% | 6.4M | -284.0K ↓4.22% | |
|
J
|
Jacobs Engineering Group, Inc. | 413.2M 6.41% | 2.7M | -111.5K ↓3.98% | |
|
CACC
|
Credit Acceptance Corp. | 396.0M 6.14% | 718.0K | -29.3K ↓3.92% | |
|
KMX
|
Carmax Inc | 345.7M 5.36% | 4.0M | -158.8K ↓3.85% | |
|
FB
|
Meta Platforms Inc - Class A | 291.7M 4.52% | 600.7K | -23.3K ↓3.73% | |
|
GOOG
|
Alphabet Inc - Class C | 240.7M 3.73% | 1.6M | -199.9K ↓11.23% | |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 189.5M 2.94% | 450.5K | -5.8K ↓1.26% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 169.4M 2.62% | 3.0M | -142.7K ↓4.60% | |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 94.5M 1.46% | 149 | -19 ↓11.31% | |
|
FWONA
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A | 50.3M 0.78% | 856.6K | -9.1K ↓1.05% | |
|
LBRDA
|
Liberty Broadband Corp - Series A | 43.8M 0.67% | 766.1K | -8.3K ↓1.07% |