Ruane, Cunniff & Goldfarb - Sequoia Fund 13F Activity & Position Changes (Q1 2018)
As of Mar 31, 2018, the Sequoia Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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 Q1 2018, the filing reported:
New Buys - American Electric Power Company, Amazon.com, Inc., American Express Company, Alibaba Group Holding Limited, Booking Holdings Inc. Common St, and 42 more
Increases - None reported
Reductions - None reported
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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2018
|
AEP
American Electric Power Company
|
Buy - Position Entry |
+14,390
|
|
Q1 2018
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+676,409
|
|
Q1 2018
|
AXP
American Express Company
|
Buy - Position Entry |
+13,500
|
|
Q1 2018
|
BABA
Alibaba Group Holding Limited
|
Buy - Position Entry |
+1,203
|
|
Q1 2018
|
BKNG
Booking Holdings Inc. Common St
|
Buy - Position Entry |
+174,833
|
|
Q1 2018
|
BLDR
Builders FirstSource, Inc.
|
Buy - Position Entry |
+4,007,377
|
|
Q1 2018
|
BRK-A
Berkshire Hathaway Inc.
|
Buy - Position Entry |
+3,372
|
|
Q1 2018
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+1,306,639
|
|
Q1 2018
|
CACC
Credit Acceptance Corporation
|
Buy - Position Entry |
+1,085,532
|
|
Q1 2018
|
COF
Capital One Financial Corporati
|
Buy - Position Entry |
+1,601,000
|
|
Q1 2018
|
COST
Costco Wholesale Corporation
|
Buy - Position Entry |
+20,805
|
|
Q1 2018
|
CRESY
Cresud S.A.C.I.F. y A.
|
Buy - Position Entry |
+616,883
|
|
Q1 2018
|
EIX
Edison International
|
Buy - Position Entry |
+30,165
|
|
Q1 2018
|
EME
EMCOR Group, Inc.
|
Buy - Position Entry |
+15,378
|
|
Q1 2018
|
EXPD
Expeditors International of Was
|
Buy - Position Entry |
+109,267
|
|
Q1 2018
|
FAST
Fastenal Company
|
Buy - Position Entry |
+3,795
|
|
Q1 2018
|
FWONK
Liberty Media Corporation - Ser
|
Buy - Position Entry |
+14,914,326
|
|
Q1 2018
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+888,505
|
|
Q1 2018
|
GOOGL
Alphabet Inc.
|
Buy - Position Entry |
+896,486
|
|
Q1 2018
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy - Position Entry |
+7,056
|
|
Q1 2018
|
HDB
HDFC Bank Limited
|
Buy - Position Entry |
+8,464
|
|
Q1 2018
|
IDXX
IDEXX Laboratories, Inc.
|
Buy - Position Entry |
+1,343
|
|
Q1 2018
|
JD
JD.com, Inc.
|
Buy - Position Entry |
+6,664,408
|
|
Q1 2018
|
KMX
CarMax Inc
|
Buy - Position Entry |
+11,952,575
|
|
Q1 2018
|
KO
Coca-Cola Company (The)
|
Buy - Position Entry |
+37,630
|
|
Q1 2018
|
LBRDA
Liberty Broadband Corporation
|
Buy - Position Entry |
+1,138,018
|
|
Q1 2018
|
LBRDK
Liberty Broadband Corporation
|
Buy - Position Entry |
+2,747,777
|
|
Q1 2018
|
MA
Mastercard Incorporated
|
Buy - Position Entry |
+2,909,428
|
|
Q1 2018
|
META
Meta Platforms, Inc.
|
Buy - Position Entry |
+2,182,298
|
|
Q1 2018
|
MHK
Mohawk Industries, Inc.
|
Buy - Position Entry |
+1,384,260
|
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