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
Q4 2020Dec 31, 2020	PGR Progressive Corporation (The)	Progressive Corporation (The)	Buy - Position Entry	+2,076	$205.00	2,076
Q4 2020Dec 31, 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-7-1.0%	$2.23K	685
Q4 2020Dec 31, 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-8-0.8%	$346.08K	995
Q4 2020Dec 31, 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-222-0.1%	$377.83K	215,578
Q4 2020Dec 31, 2020	ANGI Angi Inc.	Angi Inc.	Sell	-300-2.4%	$158.00	11,972
Q4 2020Dec 31, 2020	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Sell	-1,377-1.7%	$3.19K	78,084
Q4 2020Dec 31, 2020	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-4,551-0.5%	$152.09K	965,195
Q4 2020Dec 31, 2020	FIS Fidelity National Information S	Fidelity National Information S	Sell	-6,028-0.3%	$275.02K	1,944,162
Q4 2020Dec 31, 2020	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-8,400-0.5%	$644.42K	1,837,617
Q4 2020Dec 31, 2020	V Visa Inc.	Visa Inc.	Sell	-9,836-1.9%	$113.93K	520,855
Q4 2020Dec 31, 2020	ANET Arista Networks, Inc.	Arista Networks, Inc.	Sell	-12,040-0.6%	$562.75K	1,936,727
Q4 2020Dec 31, 2020	FWONK Liberty Media Corporation - Ser	Liberty Media Corporation - Ser	Sell	-13,536-0.1%	$450.11K	10,566,059
Q4 2020Dec 31, 2020	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Sell	-14,762-0.4%	$400.01K	3,469,593
Q4 2020Dec 31, 2020	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-24,965-0.9%	$501.46K	2,767,727
Q4 2020Dec 31, 2020	KMX CarMax Inc	CarMax Inc	Sell	-29,393-0.4%	$618.62K	6,548,997
Q4 2020Dec 31, 2020	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-35,767-3.6%	$342.58K	959,770
Q4 2020Dec 31, 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-35,771-1.6%	$606.39K	2,219,897
Q4 2020Dec 31, 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-48,523-4.4%	$243.12K	1,048,522
Q4 2020Dec 31, 2020	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-58,220-0.9%	$729.46K	6,689,879
Q4 2020Dec 31, 2020	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-99,268-4.5%	$330.81K	2,088,860
Q4 2020Dec 31, 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-239,640-52.3%	$382.72K	218,462
Q4 2020Dec 31, 2020	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-271,804-2.8%	$495.10K	9,334,460
Q4 2020Dec 31, 2020	W Wayfair Inc.	Wayfair Inc.	Sell	-542,605-23.2%	$404.83K	1,792,809
Q3 2020Sep 30, 2020	ICE Intercontinental Exchange Inc.	Intercontinental Exchange Inc.	Buy - Position Entry	+3,484,355	$348.61K	3,484,355
Q3 2020Sep 30, 2020	FIS Fidelity National Information S	Fidelity National Information S	Buy - Position Entry	+1,950,190	$287.09K	1,950,190
Q3 2020Sep 30, 2020	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+412,062+28.7%	$575.53K	1,846,017
Q3 2020Sep 30, 2020	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy	+350,625+3.4%	$383.72K	10,579,595
Q3 2020Sep 30, 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy	+85,063+7.1%	$437.28K	1,291,276
Q3 2020Sep 30, 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-25-2.4%	$320.96K	1,003
Q3 2020Sep 30, 2020	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Sell	-101-0.1%	$2.59K	79,461

Page 18 of 32 • 951 total trades

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