Ruane, Cunniff & Goldfarb - Sequoia Fund Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 38 | |
| Portfolio Value | $5.51B |
Sequoia Fund Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | ICE Intercontinental Exchange Inc. | Sell - Position Exit | -2,794,096-100.0% |
Q2 2025Jun 30, 2025 | FWONK Liberty Media Corporation - Ser | Sell - Position Exit | -5,755,304-100.0% |
Q2 2025Jun 30, 2025 | SCHW Charles Schwab Corporation (The | Sell - Position Exit | -6,761,375-100.0% |
Q1 2025Mar 31, 2025 | VXUS Vanguard Total International St | Buy - Position Entry | +4,121 |
Q1 2025Mar 31, 2025 | VOO Vanguard S&P 500 ETF | Buy - Position Entry | +682 |
Q1 2025Mar 31, 2025 | VTI Vanguard Total Stock Market ETF | Buy | +567+49.0% |
Q1 2025Mar 31, 2025 | GPI Group 1 Automotive, Inc. | Sell | -8-0.2% |
Q1 2025Mar 31, 2025 | EQH Equitable Holdings, Inc. | Sell | -104-0.3% |
Q1 2025Mar 31, 2025 | AAPL Apple Inc. | Sell - Position Exit | -821-100.0% |
Q1 2025Mar 31, 2025 | ISCV iShares Morningstar Small-Cap V | Sell - Position Exit | -6,380-100.0% |
Q1 2025Mar 31, 2025 | FWONA Liberty Media Corporation - Ser | Sell | -7,694-1.0% |
Q1 2025Mar 31, 2025 | LBRDA Liberty Broadband Corporation | Sell | -9,339-1.4% |
Q1 2025Mar 31, 2025 | META Meta Platforms, Inc. | Sell | -10,565-2.0% |
Q1 2025Mar 31, 2025 | BRK-B Berkshire Hathaway Inc. New | Sell | -11,265-3.2% |
Q1 2025Mar 31, 2025 | CACC Credit Acceptance Corporation | Sell | -12,170-1.9% |
Q1 2025Mar 31, 2025 | CHTR Charter Communications, Inc. | Sell | -13,662-3.3% |
Q1 2025Mar 31, 2025 | UNH UnitedHealth Group Incorporated | Sell | -15,828-1.9% |
Q1 2025Mar 31, 2025 | GOOGL Alphabet Inc. | Sell | -18,957-0.8% |
Q1 2025Mar 31, 2025 | ELV Elevance Health, Inc. | Sell | -21,033-1.8% |
Q1 2025Mar 31, 2025 | KMX CarMax Inc | Sell | -21,291-77.2% |
Q1 2025Mar 31, 2025 | LBRDK Liberty Broadband Corporation | Sell | -28,715-1.2% |
Q1 2025Mar 31, 2025 | J Jacobs Solutions Inc. | Sell | -34,171-2.8% |
Q1 2025Mar 31, 2025 | COF Capital One Financial Corporati | Sell | -46,742-2.1% |
Q1 2025Mar 31, 2025 | GOOG Alphabet Inc. | Sell | -63,446-4.6% |
Q1 2025Mar 31, 2025 | TSM Taiwan Semiconductor Manufactur | Sell | -67,588-3.5% |
Q1 2025Mar 31, 2025 | FWONK Liberty Media Corporation - Ser | Sell | -114,106-1.9% |
Q1 2025Mar 31, 2025 | SCHW Charles Schwab Corporation (The | Sell | -142,105-2.1% |
Q1 2025Mar 31, 2025 | ASAI Sendas Distribuidora S A | Sell - Position Exit | -152,478-100.0% |
Q1 2025Mar 31, 2025 | ICE Intercontinental Exchange Inc. | Sell | -2,012,886-41.9% |
Q4 2024Dec 31, 2024 | ELV Elevance Health, Inc. | Buy | +139,420+13.9% |