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 |
|---|---|---|---|
Q1 2019Mar 31, 2019 | WFC Wells Fargo & Company | Sell | -11,735-66.6% |
Q1 2019Mar 31, 2019 | RH RH | Sell | -15,000-6.5% |
Q1 2019Mar 31, 2019 | PGR Progressive Corporation (The) | Sell - Position Exit | -17,051-100.0% |
Q1 2019Mar 31, 2019 | GOOG Alphabet Inc. | Sell | -48,916-6.1% |
Q1 2019Mar 31, 2019 | V Visa Inc. | Sell | -66,272-4.3% |
Q1 2019Mar 31, 2019 | LBRDA Liberty Broadband Corporation | Sell | -69,382-6.2% |
Q1 2019Mar 31, 2019 | DHI D.R. Horton, Inc. | Sell | -100,000-20.8% |
Q1 2019Mar 31, 2019 | W Wayfair Inc. | Sell | -140,434-21.9% |
Q1 2019Mar 31, 2019 | BRK-B Berkshire Hathaway Inc. New | Sell | -153,732-9.8% |
Q1 2019Mar 31, 2019 | KMX CarMax Inc | Sell | -161,059-1.4% |
Q1 2019Mar 31, 2019 | LBRDK Liberty Broadband Corporation | Sell | -217,936-6.4% |
Q1 2019Mar 31, 2019 | TJX TJX Companies, Inc. (The) | Sell | -410,970-92.8% |
Q1 2019Mar 31, 2019 | JD JD.com, Inc. | Sell | -450,000-5.2% |
Q1 2019Mar 31, 2019 | MTH Meritage Homes Corporation | Sell - Position Exit | -470,000-100.0% |
Q1 2019Mar 31, 2019 | FND Floor & Decor Holdings, Inc. | Sell - Position Exit | -476,767-100.0% |
Q1 2019Mar 31, 2019 | FWONK Liberty Media Corp Formula One Group | Sell | -602,937-4.7% |
Q1 2019Mar 31, 2019 | META Meta Platforms, Inc. | Sell | -634,410-22.9% |
Q1 2019Mar 31, 2019 | EA Electronic Arts Inc. | Sell | -3,478,965-99.9% |
Q4 2018Dec 31, 2018 | EA Electronic Arts Inc. | Buy - Position Entry | +3,482,745 |
Q4 2018Dec 31, 2018 | BLDR Builders FirstSource, Inc. | Buy | +1,050,586+13.8% |
Q4 2018Dec 31, 2018 | BABA Alibaba Group Holding Limited | Buy | +855,000+285.0% |
Q4 2018Dec 31, 2018 | DOMO Domo, Inc. | Buy - Position Entry | +650,000 |
Q4 2018Dec 31, 2018 | W Wayfair Inc. | Buy - Position Entry | +640,782 |
Q4 2018Dec 31, 2018 | FND Floor & Decor Holdings, Inc. | Buy - Position Entry | +476,767 |
Q4 2018Dec 31, 2018 | FWONK Liberty Media Corporation - Ser | Buy | +368,143+2.9% |
Q4 2018Dec 31, 2018 | APPN Appian Corporation | Buy - Position Entry | +353,582 |
Q4 2018Dec 31, 2018 | BRK-B Berkshire Hathaway Inc. New | Buy | +179,302+12.9% |
Q4 2018Dec 31, 2018 | RH RH | Buy | +30,000+15.0% |
Q4 2018Dec 31, 2018 | CRESY Cresud S.A.C.I.F. y A. | Buy | +26,490+4.3% |
Q4 2018Dec 31, 2018 | JD JD.com, Inc. | Buy | +12,032+0.1% |