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
Q2 2021Jun 30, 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-100-2.9%	$772.00	3,405
Q2 2021Jun 30, 2021	EQH Equitable Holdings, Inc.	Equitable Holdings, Inc.	Sell	-800-2.6%	$927.00	30,459
Q2 2021Jun 30, 2021	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Sell	-2,672-3.7%	$2.94K	68,851
Q2 2021Jun 30, 2021	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-2,929-1.4%	$528.70K	210,948
Q2 2021Jun 30, 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-3,229-1.5%	$508.60K	208,289
Q2 2021Jun 30, 2021	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-9,006-0.9%	$158.84K	944,522
Q2 2021Jun 30, 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-14,820-2.4%	$168.55K	606,479
Q2 2021Jun 30, 2021	W Wayfair Inc.	Wayfair Inc.	Sell	-15,842-1.2%	$411.43K	1,303,191
Q2 2021Jun 30, 2021	FIS Fidelity National Information S	Fidelity National Information S	Sell	-16,521-0.9%	$269.00K	1,898,755
Q2 2021Jun 30, 2021	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-17,340-1.1%	$728.14K	1,603,435
Q2 2021Jun 30, 2021	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-26,206-0.8%	$403.33K	3,397,927
Q2 2021Jun 30, 2021	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-31,097-1.1%	$483.04K	2,781,511
Q2 2021Jun 30, 2021	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-38,949-1.4%	$472.05K	2,685,610
Q2 2021Jun 30, 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-39,202-1.6%	$861.49K	2,477,616
Q2 2021Jun 30, 2021	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-71,313-1.2%	$702.86K	5,849,332
Q2 2021Jun 30, 2021	KMX CarMax Inc	CarMax Inc	Sell	-87,130-1.3%	$868.69K	6,726,194
Q2 2021Jun 30, 2021	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-146,883-1.4%	$496.46K	10,297,809
Q2 2021Jun 30, 2021	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-342,276-3.7%	$640.43K	8,795,942
Q2 2021Jun 30, 2021	V Visa Inc.	Visa Inc.	Sell - Position Exit	-363,886-100.0%	$0.00	-
Q2 2021Jun 30, 2021	MA Mastercard Incorporated	Mastercard Incorporated	Sell - Position Exit	-503,701-100.0%	$0.00	-
Q2 2021Jun 30, 2021	ANET Arista Networks, Inc.	Arista Networks, Inc.	Sell	-815,927-56.8%	$224.58K	619,855
Q1 2021Mar 31, 2021	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy - Position Entry	+5,325,143	$469.73K	5,325,143
Q1 2021Mar 31, 2021	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy - Position Entry	+1,171,845	$420.63K	1,171,845
Q1 2021Mar 31, 2021	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Buy	+723,748+34.6%	$422.31K	2,812,608
Q1 2021Mar 31, 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+296,921+13.4%	$741.28K	2,516,818
Q1 2021Mar 31, 2021	KMX CarMax Inc	CarMax Inc	Buy	+264,327+4.0%	$903.86K	6,813,324
Q1 2021Mar 31, 2021	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+41,532+2.3%	$699.17K	1,879,149
Q1 2021Mar 31, 2021	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+18,256+1.1%	$583.85K	1,620,775
Q1 2021Mar 31, 2021	EQH Equitable Holdings, Inc.	Equitable Holdings, Inc.	Buy	+16,398+110.3%	$1.02K	31,259
Q1 2021Mar 31, 2021	IMXI International Money Express, In	International Money Express, In	Buy - Position Entry	+11,262	$169.00	11,262

Page 16 of 32 • 951 total trades

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