Sequoia Fund historical reports.

Top positions activity

Quarterly report: Q1 2024

Total 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%

Quarterly report: Q4 2023

Total 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%

Quarterly report: Q3 2023

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

Quarterly report: Q2 2023

Total value: $6.3B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
ICE
Intercontinental Exchange Inc 672.2M 10.6% 5.9M -115.0K ↓1.90%
UNH
Unitedhealth Group Inc 542.5M 8.55% 1.1M +25.8K ↑2.34%
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 534.0M 8.42% 7.1M -104.8K ↓1.46%
SCHW
Charles Schwab Corp. 507.2M 8% 8.9M +709.0K ↑8.60%
KMX
Carmax Inc 504.7M 7.96% 6.0M -102.9K ↓1.68%
ANTM
Anthem Inc 465.9M 7.35% 1.0M +241.5K ↑29.92%
TSM
Taiwan Semiconductor Manufacturing - ADR 436.4M 6.88% 4.3M -76.9K ↓1.75%
CACC
Credit Acceptance Corp. 400.5M 6.31% 788.4K +7.0K ↑0.89%
GOOGL
Alphabet Inc - Class A 390.6M 6.16% 3.3M -286.8K ↓8.08%
COF
Capital One Financial Corp. 372.2M 5.87% 3.4M +710.2K ↑26.37%
J
Jacobs Engineering Group, Inc. 351.2M 5.54% 3.0M +313.3K ↑11.87%
FB
Meta Platforms Inc - Class A 265.1M 4.18% 923.7K -352.0K ↓27.59%
LBRDK
Liberty Broadband Corp - Series C 263.3M 4.15% 3.3M +999.9K ↑43.73%
GOOG
Alphabet Inc - Class C 237.8M 3.75% 2.0M -74.2K ↓3.64%
BRK.B
Berkshire Hathaway Inc. - Class B 167.3M 2.63% 490.7K -336 ↓0.07%
BRK.A
Berkshire Hathaway Inc. - Class A 90.1M 1.42% 174 -8 ↓4.40%
LBRDA
Liberty Broadband Corp - Series A 64.8M 1.02% 812.7K -8.9K ↓1.08%
FWONA
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A 62.2M 0.98% 920.5K -17.5K ↓1.86%

Quarterly report: Q1 2023

Total value: $6.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
ICE
Intercontinental Exchange Inc 631.9M 10.32% 6.1M -152.8K ↓2.46%
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 538.6M 8.8% 7.2M -1.6M ↓18.06%
UNH
Unitedhealth Group Inc 521.2M 8.51% 1.1M -26.8K ↓2.37%
SCHW
Charles Schwab Corp. 431.6M 7.05% 8.2M -199.9K ↓2.37%
TSM
Taiwan Semiconductor Manufacturing - ADR 409.4M 6.68% 4.4M -103.3K ↓2.29%
KMX
Carmax Inc 394.2M 6.44% 6.1M -138.3K ↓2.20%
ANTM
Anthem Inc 371.1M 6.06% 807.1K -19.4K ↓2.35%
GOOGL
Alphabet Inc - Class A 368.2M 6.01% 3.5M -32.1K ↓0.90%
CACC
Credit Acceptance Corp. 340.8M 5.56% 781.5K -17.2K ↓2.16%
J
Jacobs Engineering Group, Inc. 310.3M 5.07% 2.6M -56.3K ↓2.09%
MU
Micron Technology Inc. 281.4M 4.59% 4.7M -101.4K ↓2.13%
FB
Meta Platforms Inc - Class A 270.4M 4.41% 1.3M -1.7M ↓56.96%
COF
Capital One Financial Corp. 259.0M 4.23% 2.7M -54.0K ↓1.96%
NFLX
NetFlix Inc 213.0M 3.48% 616.5K -12.8K ↓2.03%
GOOG
Alphabet Inc - Class C 212.2M 3.46% 2.0M -112.1K ↓5.21%
LBRDK
Liberty Broadband Corp - Series C 186.8M 3.05% 2.3M -48.0K ↓2.05%
BRK.B
Berkshire Hathaway Inc. - Class B 151.6M 2.47% 491.0K -18.2K ↓3.57%
BRK.A
Berkshire Hathaway Inc. - Class A 84.7M 1.38% 182 -6 ↓3.19%
LBRDA
Liberty Broadband Corp - Series A 67.5M 1.1% 821.6K -14.1K ↓1.68%
FWONA
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A 63.3M 1.03% 937.9K -47.5K ↓4.82%

Quarterly report: Q4 2022

Total value: $6.4B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
SCHW
Charles Schwab Corp. 702.7M 10.97% 8.4M -280.5K ↓3.22%
ICE
Intercontinental Exchange Inc 637.3M 9.95% 6.2M -210.2K ↓3.27%
UNH
Unitedhealth Group Inc 598.9M 9.35% 1.1M -190.5K ↓14.43%
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 525.1M 8.2% 8.8M -508.0K ↓5.47%
ANTM
Anthem Inc 424.0M 6.62% 826.5K -161.3K ↓16.33%
KMX
Carmax Inc 381.9M 5.96% 6.3M -197.2K ↓3.05%
CACC
Credit Acceptance Corp. 378.9M 5.91% 798.7K -24.1K ↓2.93%
FB
Meta Platforms Inc - Class A 356.7M 5.57% 3.0M -96.0K ↓3.14%
TSM
Taiwan Semiconductor Manufacturing - ADR 335.5M 5.24% 4.5M -146.9K ↓3.16%
J
Jacobs Engineering Group, Inc. 323.8M 5.05% 2.7M +2.7M Newly Added
GOOGL
Alphabet Inc - Class A 316.0M 4.93% 3.6M -86.9K ↓2.37%
COF
Capital One Financial Corp. 255.4M 3.98% 2.7M -79.6K ↓2.82%
MU
Micron Technology Inc. 238.2M 3.72% 4.8M -155.0K ↓3.15%
GOOG
Alphabet Inc - Class C 190.9M 2.98% 2.2M -130.8K ↓5.73%
NFLX
NetFlix Inc 185.6M 2.89% 629.3K -598.8K ↓48.76%
LBRDK
Liberty Broadband Corp - Series C 178.0M 2.78% 2.3M -85.1K ↓3.52%
BRK.B
Berkshire Hathaway Inc. - Class B 157.3M 2.45% 509.2K -12.9K ↓2.48%
BRK.A
Berkshire Hathaway Inc. - Class A 88.1M 1.37% 188 -11 ↓5.53%
LBRDA
Liberty Broadband Corp - Series A 63.4M 0.99% 835.6K -13.4K ↓1.58%
FWONA
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A 52.6M 0.82% 985.4K -22.6K ↓2.24%

Quarterly report: Q3 2022

Total value: $6.7B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
UNH
Unitedhealth Group Inc 666.7M 9.9% 1.3M -21.4K ↓1.60%
SCHW
Charles Schwab Corp. 626.7M 9.3% 8.7M -132.9K ↓1.50%
ICE
Intercontinental Exchange Inc 580.3M 8.61% 6.4M -101.5K ↓1.56%
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 543.6M 8.07% 9.3M -136.3K ↓1.45%
ANTM
Anthem Inc 448.7M 6.66% 987.9K -26.1K ↓2.58%
KMX
Carmax Inc 427.1M 6.34% 6.5M -239.4K ↓3.57%
FB
Meta Platforms Inc - Class A 415.1M 6.16% 3.1M +290.4K ↑10.49%
CACC
Credit Acceptance Corp. 360.4M 5.35% 822.9K -14.7K ↓1.75%
GOOGL
Alphabet Inc - Class A 350.9M 5.21% 3.7M +3.5M ↑1917.84%
TSM
Taiwan Semiconductor Manufacturing - ADR 318.9M 4.73% 4.7M -2.0M ↓29.55%
NFLX
NetFlix Inc 289.1M 4.29% 1.2M -827.4K ↓40.25%
COF
Capital One Financial Corp. 260.6M 3.87% 2.8M +2.8M Newly Added
MU
Micron Technology Inc. 246.5M 3.66% 4.9M -2.6M ↓34.27%
GOOG
Alphabet Inc - Class C 219.5M 3.26% 2.3M +2.1M ↑1568.61%
LBRDK
Liberty Broadband Corp - Series C 178.6M 2.65% 2.4M -159.5K ↓6.19%
W
Wayfair Inc - Class A 152.5M 2.26% 4.7M -245.3K ↓4.98%
BRK.B
Berkshire Hathaway Inc. - Class B 139.4M 2.07% 522.1K +12.5K ↑2.45%
BRK.A
Berkshire Hathaway Inc. - Class A 80.9M 1.2% 199 -18 ↓8.29%
LBRDA
Liberty Broadband Corp - Series A 63.3M 0.94% 849.1K -6.9K ↓0.81%
FWONA
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A 52.9M 0.78% 1.0M -37.8K ↓3.61%

Quarterly report: Q2 2022

Total value: $7.7B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
UNH
Unitedhealth Group Inc 689.0M 8.97% 1.3M -478.9K ↓26.31%
ICE
Intercontinental Exchange Inc 613.5M 7.99% 6.5M +3.1M ↑87.99%
KMX
Carmax Inc 606.9M 7.9% 6.7M -189.8K ↓2.75%
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 598.4M 7.79% 9.4M -270.5K ↓2.79%
SCHW
Charles Schwab Corp. 559.3M 7.28% 8.9M +613.0K ↑7.44%
TSM
Taiwan Semiconductor Manufacturing - ADR 539.7M 7.03% 6.6M -189.6K ↓2.79%
ANTM
Anthem Inc 489.3M 6.37% 1.0M -743.4K ↓42.30%
FB
Meta Platforms Inc - Class A 446.6M 5.81% 2.8M -65.4K ↓2.31%
MU
Micron Technology Inc. 413.8M 5.39% 7.5M -219.3K ↓2.85%
CACC
Credit Acceptance Corp. 396.5M 5.16% 837.6K -24.2K ↓2.81%
GOOGL
Alphabet Inc - Class A 396.2M 5.16% 181.8K -27.4K ↓13.08%
NFLX
NetFlix Inc 359.4M 4.68% 2.1M +626.5K ↑43.84%
J
Jacobs Engineering Group, Inc. 359.4M 4.68% 2.8M -78.4K ↓2.70%
GOOG
Alphabet Inc - Class C 299.3M 3.89% 136.8K -45.2K ↓24.82%
LBRDK
Liberty Broadband Corp - Series C 298.2M 3.88% 2.6M -84.9K ↓3.19%
W
Wayfair Inc - Class A 214.8M 2.79% 4.9M +1.5M ↑43.33%
BRK.B
Berkshire Hathaway Inc. - Class B 139.1M 1.81% 509.6K +6.4K ↑1.27%
LBRDA
Liberty Broadband Corp - Series A 97.2M 1.26% 856.0K -9.7K ↓1.13%
BRK.A
Berkshire Hathaway Inc. - Class A 88.7M 1.15% 217 -359 ↓62.33%
FWONA
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A 60.6M 0.78% 1.0M -15.8K ↓1.49%

Quarterly report: Q1 2022

Total value: $10.2B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
UNH
Unitedhealth Group Inc 928.3M 9.14% 1.8M -50.3K ↓2.69%
ANTM
Anthem Inc 863.3M 8.5% 1.8M -12.6K ↓0.71%
TSM
Taiwan Semiconductor Manufacturing - ADR 708.1M 6.97% 6.8M -189.0K ↓2.71%
SCHW
Charles Schwab Corp. 694.7M 6.84% 8.2M -243.4K ↓2.87%
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 677.4M 6.67% 9.7M -289.0K ↓2.89%
KMX
Carmax Inc 665.5M 6.55% 6.9M -71.5K ↓1.03%
FB
Meta Platforms Inc - Class A 630.3M 6.2% 2.8M +189.7K ↑7.17%
MU
Micron Technology Inc. 600.2M 5.91% 7.7M -72.7K ↓0.94%
GOOGL
Alphabet Inc - Class A 581.8M 5.73% 209.2K -862 ↓0.41%
NFLX
NetFlix Inc 535.3M 5.27% 1.4M +653.9K ↑84.36%
GOOG
Alphabet Inc - Class C 508.2M 5% 182.0K -5.8K ↓3.08%
CACC
Credit Acceptance Corp. 474.3M 4.67% 861.8K -31.8K ↓3.56%
ICE
Intercontinental Exchange Inc 458.5M 4.51% 3.5M -32.7K ↓0.93%
J
Jacobs Engineering Group, Inc. 400.4M 3.94% 2.9M -32.3K ↓1.10%
W
Wayfair Inc - Class A 381.1M 3.75% 3.4M +285.7K ↑9.06%
LBRDK
Liberty Broadband Corp - Series C 360.5M 3.55% 2.7M -49.4K ↓1.82%
BRK.A
Berkshire Hathaway Inc. - Class A 304.7M 3% 576 -21 ↓3.52%
BRK.B
Berkshire Hathaway Inc. - Class B 177.6M 1.74% 503.2K -8.8K ↓1.71%
LBRDA
Liberty Broadband Corp - Series A 113.5M 1.11% 865.8K +2.2K ↑0.25%
FWONA
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A 67.0M 0.66% 1.1M +16.3K ↑1.56%

Quarterly report: Q4 2021

Total value: $11.7B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
UNH
Unitedhealth Group Inc 939.4M 8.02% 1.9M -30.8K ↓1.62%
KMX
Carmax Inc 907.6M 7.75% 7.0M -184.9K ↓2.58%
FB
Meta Platforms Inc - Class A 889.7M 7.59% 2.6M -75.9K ↓2.79%
TSM
Taiwan Semiconductor Manufacturing - ADR 839.8M 7.17% 7.0M -90.2K ↓1.28%
ANTM
Anthem Inc 820.5M 7% 1.8M -51.4K ↓2.82%
MU
Micron Technology Inc. 724.5M 6.18% 7.8M -264.1K ↓3.28%
SCHW
Charles Schwab Corp. 713.4M 6.09% 8.5M -183.3K ↓2.11%
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 631.7M 5.39% 10.0M -161.5K ↓1.59%
CACC
Credit Acceptance Corp. 614.5M 5.24% 893.6K -426.5K ↓32.31%
GOOGL
Alphabet Inc - Class A 608.5M 5.19% 210.0K +4.0K ↑1.92%
W
Wayfair Inc - Class A 599.2M 5.11% 3.2M +774.0K ↑32.52%
GOOG
Alphabet Inc - Class C 543.3M 4.63% 187.7K -8.0K ↓4.10%
ICE
Intercontinental Exchange Inc 479.1M 4.09% 3.5M -20.2K ↓0.57%
NFLX
NetFlix Inc 467.0M 3.98% 775.1K -17.6K ↓2.22%
LBRDK
Liberty Broadband Corp - Series C 437.1M 3.73% 2.7M -33.5K ↓1.22%
DIS
Walt Disney Co (The) 434.7M 3.71% 2.8M -27.3K ↓0.96%
J
Jacobs Engineering Group, Inc. 409.0M 3.49% 2.9M -67.4K ↓2.24%
BRK.A
Berkshire Hathaway Inc. - Class A 269.0M 2.29% 597 -141 ↓19.11%
BRK.B
Berkshire Hathaway Inc. - Class B 153.1M 1.3% 512.0K +42.5K ↑9.04%
LBRDA
Liberty Broadband Corp - Series A 139.0M 1.18% 863.6K -62.6K ↓6.75%
FWONA
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series A 62.0M 0.52% 1.0M +34.3K ↑3.40%

Quarterly report: Q3 2021

Total value: $11.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FB
Meta Platforms Inc - Class A 923.5M 8.29% 2.7M +243.3K ↑9.82%
KMX
Carmax Inc 915.4M 8.22% 7.2M +427.9K ↑6.36%
TSM
Taiwan Semiconductor Manufacturing - ADR 789.5M 7.09% 7.1M +1.2M ↑20.88%
CACC
Credit Acceptance Corp. 772.6M 6.94% 1.3M -283.3K ↓17.67%
UNH
Unitedhealth Group Inc 743.0M 6.67% 1.9M -27.6K ↓1.43%
ANTM
Anthem Inc 679.0M 6.1% 1.8M -22.6K ↓1.22%
SCHW
Charles Schwab Corp. 631.3M 5.67% 8.7M -129.4K ↓1.47%
W
Wayfair Inc - Class A 608.2M 5.46% 2.4M +1.1M ↑82.65%
MU
Micron Technology Inc. 570.8M 5.13% 8.0M -106.5K ↓1.31%
GOOGL
Alphabet Inc - Class A 551.0M 4.95% 206.1K -2.2K ↓1.06%
GOOG
Alphabet Inc - Class C 521.8M 4.68% 195.8K -15.2K ↓7.19%
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 521.8M 4.68% 10.1M -148.1K ↓1.44%
NFLX
NetFlix Inc 483.8M 4.34% 792.7K -7.4K ↓0.92%
DIS
Walt Disney Co (The) 479.4M 4.3% 2.8M +148.1K ↑5.51%
LBRDK
Liberty Broadband Corp - Series C 474.4M 4.26% 2.7M -34.6K ↓1.24%
ICE
Intercontinental Exchange Inc 404.5M 3.63% 3.5M +125.3K ↑3.69%
J
Jacobs Engineering Group, Inc. 398.3M 3.57% 3.0M -47.2K ↓1.55%
BRK.A
Berkshire Hathaway Inc. - Class A 303.6M 2.72% 738 -23 ↓3.02%
LBRDA
Liberty Broadband Corp - Series A 155.9M 1.4% 926.1K -18.4K ↓1.95%
BRK.B
Berkshire Hathaway Inc. - Class B 128.2M 1.15% 469.6K -136.9K ↓22.58%

Quarterly report: Q2 2021

Total value: $11.3B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
KMX
Carmax Inc 868.7M 7.7% 6.7M =
FB
Meta Platforms Inc - Class A 861.5M 7.63% 2.5M =
UNH
Unitedhealth Group Inc 772.5M 6.84% 1.9M =
CACC
Credit Acceptance Corp. 728.1M 6.45% 1.6M =
ANTM
Anthem Inc 704.0M 6.24% 1.8M =
TSM
Taiwan Semiconductor Manufacturing - ADR 702.9M 6.23% 5.8M =
MU
Micron Technology Inc. 692.5M 6.13% 8.1M =
SCHW
Charles Schwab Corp. 640.4M 5.67% 8.8M =
GOOG
Alphabet Inc - Class C 528.7M 4.68% 210.9K =
GOOGL
Alphabet Inc - Class A 508.6M 4.5% 208.3K =
FWONK
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C 496.5M 4.4% 10.3M =
LBRDK
Liberty Broadband Corp - Series C 483.0M 4.28% 2.8M =
DIS
Walt Disney Co (The) 472.1M 4.18% 2.7M =
NFLX
NetFlix Inc 422.6M 3.74% 800.1K =
W
Wayfair Inc - Class A 411.4M 3.64% 1.3M =
J
Jacobs Engineering Group, Inc. 407.2M 3.6% 3.1M =
ICE
Intercontinental Exchange Inc 403.3M 3.57% 3.4M =
BRK.A
Berkshire Hathaway Inc. - Class A 318.6M 2.82% 761 =
FIS
Fidelity National Information Services, Inc. 269.0M 2.38% 1.9M =
ANET
Arista Networks Inc 224.6M 1.99% 619.9K =
BRK.B
Berkshire Hathaway Inc. - Class B 168.6M 1.49% 606.5K =
LBRDA
Liberty Broadband Corp - Series A 158.8M 1.4% 944.5K =