Ruane, Cunniff & Goldfarb - Sequoia Fund Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 38 | |
| Portfolio Value | $5.51B |
Portfolio Overview
Comprehensive analysis of Ruane, Cunniff & Goldfarb's investment portfolio
33
Total Holdings
$5.5B
Portfolio Value
Mar 31, 2025
Latest Filing
9.6%
Largest Position
Top Holdings
1
SCHW
SCHWAB CHARLES CORP
$529.3M
9.6%
↓-0.0%
2
FWONK
LIBERTY MEDIA CORP DEL
$518.0M
9.4%
↓-0.0%
3
ELV
ELEVANCE HEALTH INC
$488.4M
8.9%
↓-0.0%
4
ICE
INTERCONTINENTAL EXCHANGE IN
$482.0M
8.8%
↓-0.4%
5
UNH
UNITEDHEALTH GROUP INC
$430.6M
7.8%
↓-0.0%
Recent Activity
BRK-A
Berkshire Hathaway Inc.
-126
Jun 30, 2025
SPGI
S&P Global Inc.
-531
Jun 30, 2025
NFLX
Netflix, Inc.
-606
Jun 30, 2025