Ruane, Cunniff & Goldfarb - Sequoia Fund 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Sequoia Fund portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Bank of America Corporation, Hilton Grand Vacations Inc., Roper Technologies, Inc., Vanguard Total World Stock Inde

Increases - Group 1 Automotive, Inc., ICON, SAP SE, Smith Douglas Homes Corp., Vanguard Total Stock Market ETF, and 1 more

Reductions - Accenture plc, Align Technology, Inc., Amentum, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, and 23 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	ACN Accenture plc	Accenture plc	Sell	-26,356	-2.8%	$112.23M	901,848
Q2 2026	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-35,080	-2.9%	$197.58M	1,171,455
Q2 2026	AMTM Amentum	Amentum	Sell	-1,085,769	-66.9%	$11.10M	537,213
Q2 2026	BAC Bank of America Corporation	Bank of America Corporation	Buy - Position Entry	+3,625	-	$206.55K	3,625
Q2 2026	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-7	-6.4%	$77.13M	103
Q2 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-9,716	-3.1%	$150.45M	300,672
Q2 2026	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-140,924	-96.4%	$3.36M	5,279
Q2 2026	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-151,007	-99.0%	$221.28K	1,556
Q2 2026	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-61,723	-3.1%	$392.43M	1,956,084
Q2 2026	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell	-408,370	-29.4%	$378.84M	979,598
Q2 2026	EQH Equitable Holdings, Inc.	Equitable Holdings, Inc.	Sell	-149	-0.4%	$1.77M	40,310
Q2 2026	FWONA Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-28,122	-3.9%	$60.90M	695,720
Q2 2026	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Sell	-133,715	-2.5%	$496.96M	5,223,453
Q2 2026	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-25,528	-2.7%	$326.78M	924,866
Q2 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-123,370	-5.8%	$712.69M	1,994,274
Q2 2026	GPI Group 1 Automotive, Inc.	Group 1 Automotive, Inc.	Buy	+871	+21.7%	$1.42M	4,884
Q2 2026	HGV Hilton Grand Vacations Inc.	Hilton Grand Vacations Inc.	Buy - Position Entry	+4,189	-	$219.38K	4,189
Q2 2026	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-78,625	-3.0%	$315.25M	2,560,747
Q2 2026	ICLR ICON	ICON	Buy	+413,476	+25.3%	$355.77M	2,048,087
Q2 2026	J Jacobs Solutions Inc.	Jacobs Solutions Inc.	Sell	-44	-0.7%	$786.74K	6,244
Q2 2026	KSPI Joint Stock Company Kaspi.kz -	Joint Stock Company Kaspi.kz -	Sell	-149	-3.6%	$340.84K	3,934
Q2 2026	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Sell	-55	-1.8%	$852.01K	2,933
Q2 2026	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-149,815	-67.0%	$2.46M	73,945
Q2 2026	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-860,139	-73.9%	$10.09M	303,309
Q2 2026	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-46,856	-23.3%	$86.91M	154,291
Q2 2026	MSA MSA Safety Incorporated	MSA Safety Incorporated	Sell	-54,867	-3.1%	$300.52M	1,721,415
Q2 2026	RMNI Rimini Street, Inc.	Rimini Street, Inc.	Sell	-1,599	-4.5%	$143.42K	33,666
Q2 2026	ROP Roper Technologies, Inc.	Roper Technologies, Inc.	Buy - Position Entry	+674,902	-	$228.38M	674,902
Q2 2026	SAP SAP SE	SAP SE	Buy	+486,637	+64.9%	$190.56M	1,236,546
Q2 2026	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-143,425	-3.0%	$421.80M	4,571,355

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