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

As of Mar 31, 2022, the Sequoia Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 13, 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