Ruane, Cunniff & Goldfarb - Sequoia Fund Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		38
Portfolio Value		$5.51B

Sequoia Fund Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2023Mar 31, 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-32,105-0.9%	$368.21M	3,549,653
Q1 2023Mar 31, 2023	ANGI Angi Inc.	Angi Inc.	Sell - Position Exit	-32,383-100.0%	$0.00	-
Q1 2023Mar 31, 2023	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-47,954-2.1%	$186.81M	2,286,475
Q1 2023Mar 31, 2023	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-53,978-2.0%	$259.00M	2,693,378
Q1 2023Mar 31, 2023	J Jacobs Solutions Inc.	Jacobs Solutions Inc.	Sell	-56,333-2.1%	$310.32M	2,640,784
Q1 2023Mar 31, 2023	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-101,441-2.1%	$281.43M	4,664,011
Q1 2023Mar 31, 2023	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-103,342-2.3%	$409.36M	4,400,820
Q1 2023Mar 31, 2023	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-112,080-5.2%	$212.15M	2,039,908
Q1 2023Mar 31, 2023	KMX CarMax Inc	CarMax Inc	Sell	-138,257-2.2%	$394.24M	6,133,144
Q1 2023Mar 31, 2023	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-152,763-2.5%	$631.92M	6,059,276
Q1 2023Mar 31, 2023	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-199,886-2.4%	$431.59M	8,239,678
Q1 2023Mar 31, 2023	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-1,586,341-18.1%	$538.63M	7,198,040
Q1 2023Mar 31, 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-1,688,031-57.0%	$270.37M	1,275,689
Q4 2022Dec 31, 2022	ANGI Angi Inc.	Angi Inc.	Buy	+9,295+40.3%	$76.10K	32,383
Q4 2022Dec 31, 2022	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Buy - Position Entry	+2,460	$945.16K	2,460
Q4 2022Dec 31, 2022	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Buy - Position Entry	+2,061	$421.97K	2,061
Q4 2022Dec 31, 2022	ASAI Sendas Distribuidora S A	Sendas Distribuidora S A	Buy	+1,380+1.4%	$1.85M	101,069
Q4 2022Dec 31, 2022	RMNI Rimini Street, Inc.	Rimini Street, Inc.	Buy	+58+0.2%	$115.97K	30,438
Q4 2022Dec 31, 2022	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-11-5.5%	$88.12M	188
Q4 2022Dec 31, 2022	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Sell	-745-1.6%	$2.92M	45,002
Q4 2022Dec 31, 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-12,923-2.5%	$157.29M	509,192
Q4 2022Dec 31, 2022	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-13,433-1.6%	$63.38M	835,640
Q4 2022Dec 31, 2022	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-24,142-2.9%	$378.92M	798,731
Q4 2022Dec 31, 2022	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-79,599-2.8%	$255.39M	2,747,356
Q4 2022Dec 31, 2022	J Jacobs Solutions Inc.	Jacobs Solutions Inc.	Sell	-82,417-3.0%	$323.84M	2,697,117
Q4 2022Dec 31, 2022	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-85,138-3.5%	$178.05M	2,334,429
Q4 2022Dec 31, 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-86,912-2.4%	$316.02M	3,581,758
Q4 2022Dec 31, 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-96,050-3.1%	$356.65M	2,963,720
Q4 2022Dec 31, 2022	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-130,766-5.7%	$190.95M	2,151,988
Q4 2022Dec 31, 2022	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-146,868-3.2%	$335.52M	4,504,162

Page 10 of 32 • 951 total trades

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