Ruane, Cunniff & Goldfarb - Sequoia Fund 13F Activity & Position Changes (Q1 2019)
As of Mar 31, 2019, 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 2019, the filing reported:
New Buys - CarGurus, Inc.
Increases - Alibaba Group Holding Limited, Booking Holdings Inc. Common St, Builders FirstSource, Inc., Credit Acceptance Corporation, Domo, Inc., and 3 more
Reductions - Amazon.com, Inc., Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Costco Wholesale Corporation, D.R. Horton, Inc., and 21 more
Complete Exits - Fastenal Company, Floor & Decor Holdings, Inc., Meritage Homes Corporation, O'Reilly Automotive, Inc., Progressive Corporation (The), and 2 more
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 2019
|
AMZN
Amazon.com, Inc.
|
Sell |
-8,178
|
|
Q1 2019
|
BABA
Alibaba Group Holding Limited
|
Buy |
+40,000
|
|
Q1 2019
|
BKNG
Booking Holdings Inc. Common St
|
Buy |
+9,944
|
|
Q1 2019
|
BLDR
Builders FirstSource, Inc.
|
Buy |
+10,000
|
|
Q1 2019
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-192
|
|
Q1 2019
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-153,732
|
|
Q1 2019
|
CACC
Credit Acceptance Corporation
|
Buy |
+11,552
|
|
Q1 2019
|
CARG
CarGurus, Inc.
|
Buy - Position Entry |
+354,437
|
|
Q1 2019
|
COST
Costco Wholesale Corporation
|
Sell |
-114
|
|
Q1 2019
|
DHI
D.R. Horton, Inc.
|
Sell |
-100,000
|
|
Q1 2019
|
DOMO
Domo, Inc.
|
Buy |
+20,059
|
|
Q1 2019
|
EA
Electronic Arts Inc.
|
Sell |
-3,478,965
|
|
Q1 2019
|
EIX
Edison International
|
Sell |
-4,012
|
|
Q1 2019
|
EXPD
Expeditors International of Was
|
Sell |
-7,135
|
|
Q1 2019
|
FAST
Fastenal Company
|
Sell - Position Exit |
-5,026
|
|
Q1 2019
|
FND
Floor & Decor Holdings, Inc.
|
Sell - Position Exit |
-476,767
|
|
Q1 2019
|
FWONK
Liberty Media Corporation - Ser
|
Sell |
-602,937
|
|
Q1 2019
|
GOOG
Alphabet Inc.
|
Sell |
-48,916
|
|
Q1 2019
|
GOOGL
Alphabet Inc.
|
Sell |
-3,456
|
|
Q1 2019
|
IDXX
IDEXX Laboratories, Inc.
|
Sell |
-446
|
|
Q1 2019
|
JD
JD.com, Inc.
|
Sell |
-450,000
|
|
Q1 2019
|
KMX
CarMax Inc
|
Sell |
-161,059
|
|
Q1 2019
|
KO
Coca-Cola Company (The)
|
Sell |
-10,242
|
|
Q1 2019
|
LBRDA
Liberty Broadband Corporation
|
Sell |
-69,382
|
|
Q1 2019
|
LBRDK
Liberty Broadband Corporation
|
Sell |
-217,936
|
|
Q1 2019
|
MA
Mastercard Incorporated
|
Sell |
-9,158
|
|
Q1 2019
|
META
Meta Platforms, Inc.
|
Sell |
-634,410
|
|
Q1 2019
|
MHK
Mohawk Industries, Inc.
|
Buy |
+67,516
|
|
Q1 2019
|
MTH
Meritage Homes Corporation
|
Sell - Position Exit |
-470,000
|
|
Q1 2019
|
ORLY
O'Reilly Automotive, Inc.
|
Sell - Position Exit |
-874
|
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