Ruane, Cunniff & Goldfarb - Sequoia Fund 13F Activity & Position Changes (Q1 2022)

According to the SEC 13F filed on May 13, 2022, the Sequoia Fund portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, the filing reported:

New Buys - Victory Capital Holdings, Inc.

Increases - Angi Inc., Sendas Distribuidora S A, Equitable Holdings, Inc., Liberty Broadband Corporation, Meta Platforms, Inc., and 4 more

Reductions - Amazon.com, Inc., Alibaba Group Holding Limited, Builders FirstSource, Inc., Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, and 13 more

Complete Exits - Primerica, Inc.

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
Q1 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-3	-0.5%	$2.14K	657
Q1 2022	ANGI Angi Inc.	Angi Inc.	Buy	+4,886	+30.7%	$118.00	20,804
Q1 2022	ASAI Sendas Distribuidora S A	Sendas Distribuidora S A	Buy	+1,557	+1.6%	$1.69K	98,082
Q1 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-1,055	-30.9%	$257.00	2,360
Q1 2022	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Sell	-554	-1.1%	$3.11K	48,238
Q1 2022	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-21	-3.5%	$304.66K	576
Q1 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-8,767	-1.7%	$177.60K	503,243
Q1 2022	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-31,799	-3.6%	$474.28K	861,752
Q1 2022	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-2,804,442	-99.9%	$273.00	1,988
Q1 2022	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell	-12,612	-0.7%	$863.28K	1,757,428
Q1 2022	EQH Equitable Holdings, Inc.	Equitable Holdings, Inc.	Buy	+869	+2.8%	$984.00	31,828
Q1 2022	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-289,019	-2.9%	$677.39K	9,699,190
Q1 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-5,777	-3.1%	$508.24K	181,971
Q1 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-862	-0.4%	$581.79K	209,177
Q1 2022	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-32,711	-0.9%	$458.50K	3,470,304
Q1 2022	KMX CarMax Inc	CarMax Inc	Sell	-71,515	-1.0%	$665.50K	6,897,774
Q1 2022	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Buy	+2,163	+0.3%	$113.47K	865,750
Q1 2022	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-49,438	-1.8%	$360.50K	2,664,015
Q1 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+189,688	+7.2%	$630.33K	2,834,735
Q1 2022	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-72,728	-0.9%	$600.17K	7,705,409
Q1 2022	NFLX Netflix, Inc.	Netflix, Inc.	Buy	+653,867	+84.4%	$535.28K	1,428,972
Q1 2022	PRI Primerica, Inc.	Primerica, Inc.	Sell - Position Exit	-1,400	-100.0%	$0.00	-
Q1 2022	RMNI Rimini Street, Inc.	Rimini Street, Inc.	Buy	+6,777	+24.4%	$200.00	34,546
Q1 2022	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-243,381	-2.9%	$694.71K	8,239,929
Q1 2022	STLA Stellantis	Stellantis	Buy	+1,600	+4.1%	$657.00	40,407
Q1 2022	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-188,988	-2.7%	$708.10K	6,791,644
Q1 2022	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-50,296	-2.7%	$928.35K	1,820,398
Q1 2022	VCTR Victory Capital Holdings, Inc.	Victory Capital Holdings, Inc.	Buy - Position Entry	+7,179	-	$207.00	7,179
Q1 2022	W Wayfair Inc.	Wayfair Inc.	Buy	+285,729	+9.1%	$381.08K	3,440,017