Ruane, Cunniff & Goldfarb - Sequoia Fund Portfolio Holdings

As of Sep 30, 2025, the Sequoia Fund portfolio holdings is valued at approximately $6,035,626,513.00 featuring 45 publicly traded holdings. This in-depth profile highlights the top investments led by SCHWAB CHARLES CORP (SCHW), LIBERTY MEDIA CORP DEL (FWONK), ALPHABET INC (GOOGL), TAIWAN SEMICONDUCTOR MFG LTD (TSM), and others based on the company's latest SEC filings reported on Nov 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.

Sequoia Fund's stock portfolio spans 45 holdings across 9 sectors, with a total market value of $6,035,626,513.00. The Financial Services sector represents the largest allocation, while the top holdings account for nearly 76% of the total portfolio value. SCHWAB CHARLES CORP remains the single largest position at 10.0% of all equity investments.

Complete Holdings

Showing 45 of 45 holdings.

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# Company Symbol Sector Portfolio % Shares Change (Shares) Change % Value
1 SCHWAB CHARLES CORP SCHW Financial Services 9.99% 6,315,561 -283,261 -4.29% $602,946,609.00
2 LIBERTY MEDIA CORP DEL FWONK Communication Services 9.64% 5,568,989 -41,994 -0.75% $581,680,901.00
3 ALPHABET INC GOOGL Communication Services 9.49% 2,356,719 -9,600 -0.41% $572,918,389.00
4 TAIWAN SEMICONDUCTOR MFG LTD TSM Technology 8.71% 1,881,721 -35,960 -1.88% $525,545,858.00
5 ELEVANCE HEALTH INC FORMERLY ELV Healthcare 7.75% 1,448,283 +352,628 +32.18% $467,969,203.00
6 INTERCONTINENTAL EXCHANGE IN ICE Financial Services 7.66% 2,743,291 -25,686 -0.93% $462,189,668.00
7 CAPITAL ONE FINL CORP COF Financial Services 7.39% 2,098,124 -18,892 -0.89% $446,019,200.00
8 ALPHABET INC GOOG Communication Services 5.06% 1,254,571 -31,550 -2.45% $305,550,765.00
9 ICON PLC ICLR Other 4.93% 1,700,994 -7,189 -0.42% $297,673,950.00
10 MSA SAFETY INC MSA Industrials 4.86% 1,705,286 +756,219 +79.68% $293,428,562.00
11 CREDIT ACCEP CORP MICH CACC Financial Services 4.48% 578,459 -5,566 -0.95% $270,099,861.00
12 UNITEDHEALTH GROUP INC UNH Healthcare 4.34% 758,223 -5,216 -0.68% $261,814,402.00
13 META PLATFORMS INC META Communication Services 2.97% 244,021 -153,537 -38.62% $179,204,142.00
14 BERKSHIRE HATHAWAY INC DEL BRK-B Financial Services 2.69% 322,552 -4,289 -1.31% $162,159,792.00
15 LIBERTY BROADBAND CORP LBRDK Communication Services 1.97% 1,874,237 -15,050 -0.80% $119,089,019.00
16 CHARTER COMMUNICATIONS INC N CHTR Communication Services 1.70% 373,432 -13,182 -3.41% $102,733,010.00
17 BERKSHIRE HATHAWAY INC DEL BRK-A Financial Services 1.46% 117 - - $88,241,400.00
18 BIO-TECHNE CORP TECH Healthcare 1.36% 1,473,755 +1,321,338 +866.92% $81,984,991.00
19 LIBERTY MEDIA CORP DEL FWONA Communication Services 1.17% 742,310 -6,033 -0.81% $70,682,758.00
20 AMENTUM HOLDINGS INC AMTM Other 0.96% 2,423,748 -17,995 -0.74% $58,048,765.00
21 LIBERTY BROADBAND CORP LBRDA Communication Services 0.70% 669,160 +353 +0.05% $42,377,903.00
22 SAP SE SAP Technology 0.20% 46,000 +46,000 +100.00% $12,291,660.00
23 EQUITABLE HLDGS INC EQH Financial Services 0.03% 40,636 -92 -0.23% $2,063,496.00
24 GROUP 1 AUTOMOTIVE INC GPI Consumer Cyclical 0.03% 3,610 +260 +7.76% $1,579,411.00
25 JACOBS SOLUTIONS INC J Industrials 0.02% 9,349 -1,062,775 -99.13% $1,401,041.00
26 VANGUARD INDEX FDS VTI Other 0.01% 2,647 +96 +3.76% $868,666.00
27 LITHIA MTRS INC LAD Consumer Cyclical 0.01% 2,716 - - $858,256.00
28 NETFLIX INC NFLX Communication Services 0.01% 604 -2 -0.33% $724,148.00
29 VANGUARD STAR FDS VXUS Other 0.01% 5,301 +639 +13.71% $389,411.00
30 MICRON TECHNOLOGY INC MU Technology 0.01% 2,162 - - $361,746.00
31 MICROSOFT CORP MSFT Technology 0.01% 689 - - $356,868.00
32 AMERICAN EXPRESS CO AXP Financial Services 0.01% 932 - - $309,573.00
33 COPA HOLDINGS SA P31076105 Other 0.01% 2,555 - - $303,585.00
34 KASPI KZ JSC KSPI Technology 0.01% 3,712 +3,712 +100.00% $303,196.00
35 SINCLAIR INC SBGI Communication Services 0.00% 17,959 - - $271,181.00
36 S&P GLOBAL INC SPGI Financial Services 0.00% 531 - - $258,443.00
37 STELLANTIS N.V STLA Other 0.00% 27,313 -12,364 -31.16% $255,103.00
38 APPLE INC AAPL Technology 0.00% 891 +70 +8.53% $226,875.00
39 FERGUSON ENTERPRISES INC FERG Industrials 0.00% 1,000 - - $224,580.00
40 DOLLAR GEN CORP NEW DG Consumer Defensive 0.00% 2,170 +26 +1.21% $224,270.00
41 ATAI LIFE SCIENCES NV N0731H103 Other 0.00% 42,112 - - $222,772.00
42 BLACKROCK INC BLK Other 0.00% 186 +186 +100.00% $216,852.00
43 SMITH DOUGLAS HOMES CORP SDHC Real Estate 0.00% 12,209 +12,209 +100.00% $215,611.00
44 CARMAX INC KMX Consumer Cyclical 0.00% 4,469 -1,811 -28.84% $200,524.00
45 RIMINI STR INC DEL RMNI Technology 0.00% 37,141 -814 -2.14% $173,820.00

Holdings by Sector

Sector Allocation Value
Financial Services 33.81% $2,034,288,042.00
Communication Services 32.83% $1,975,232,216.00
Healthcare 13.49% $811,768,596.00
Technology 8.96% $539,260,023.00
Other 5.95% $357,979,104.00
Industrials 4.90% $295,054,183.00
Consumer Cyclical 0.04% $2,638,191.00
Consumer Defensive 0.00% $224,270.00
Real Estate 0.00% $215,611.00

Portfolio insights

As of Sep 30, 2025, the Sequoia Fund portfolio holds 45 securities valued at $6,016,660,236.00. The Financial Services sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.