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

DateSymbolTypeQuantity
Q3 2020Sep 30, 2020
UNP
Union Pacific Corporation
Sell
-1,303-38.8%
Q3 2020Sep 30, 2020
PG
Procter & Gamble Company (The)
Sell
-1,898-36.9%
Q3 2020Sep 30, 2020
BABA
Alibaba Group Holding Limited
Sell - Position Exit
-1,945-100.0%
Q3 2020Sep 30, 2020
MA
Mastercard Incorporated
Sell
-2,391-0.2%
Q3 2020Sep 30, 2020
ANGI
Angi Inc.
Sell
-2,402-16.4%
Q3 2020Sep 30, 2020
AEP
American Electric Power Company
Sell
-2,920-43.7%
Q3 2020Sep 30, 2020
KO
Coca-Cola Company (The)
Sell
-4,991-47.3%
Q3 2020Sep 30, 2020
EIX
Edison International
Sell - Position Exit
-7,868-100.0%
Q3 2020Sep 30, 2020
BRK-B
Berkshire Hathaway Inc. New
Sell
-8,855-0.8%
Q3 2020Sep 30, 2020
LBRDA
Liberty Broadband Corporation
Sell
-10,026-1.0%
Q3 2020Sep 30, 2020
JD
JD.com, Inc.
Sell - Position Exit
-12,000-100.0%
Q3 2020Sep 30, 2020
DIS
Walt Disney Company (The)
Sell
-21,545-0.8%
Q3 2020Sep 30, 2020
V
Visa Inc.
Sell
-28,011-5.0%
Q3 2020Sep 30, 2020
ANET
Arista Networks, Inc.
Sell
-29,235-1.5%
Q3 2020Sep 30, 2020
GOOGL
Alphabet Inc.
Sell
-32,383-13.0%
Q3 2020Sep 30, 2020
META
Meta Platforms, Inc.
Sell
-36,651-1.6%
Q3 2020Sep 30, 2020
LBRDK
Liberty Broadband Corporation
Sell
-43,969-2.0%
Q3 2020Sep 30, 2020
GOOG
Alphabet Inc.
Sell
-56,024-10.9%
Q3 2020Sep 30, 2020
TSM
Taiwan Semiconductor Manufactur
Sell
-79,356-1.2%
Q3 2020Sep 30, 2020
AMZN
Amazon.com, Inc.
Sell
-114,651-99.4%
Q3 2020Sep 30, 2020
KMX
CarMax Inc
Sell
-151,090-2.2%
Q3 2020Sep 30, 2020
SCHW
Charles Schwab Corporation (The
Sell
-229,202-2.3%
Q3 2020Sep 30, 2020
W
Wayfair Inc.
Sell
-633,438-21.3%
Q2 2020Jun 30, 2020
TSM
Taiwan Semiconductor Manufactur
Buy
+3,780,024+124.0%
Q2 2020Jun 30, 2020
DIS
Walt Disney Company (The)
Buy - Position Entry
+2,814,237
Q2 2020Jun 30, 2020
FWONK
Liberty Media Corp Formula One Group
Buy
+446,770+4.6%
Q2 2020Jun 30, 2020
META
Meta Platforms, Inc.
Buy
+72,501+3.3%
Q2 2020Jun 30, 2020
CACC
Credit Acceptance Corporation
Buy
+39,990+3.4%
Q2 2020Jun 30, 2020
UNH
UnitedHealth Group Incorporated
Buy
+17,902+1.3%
Q2 2020Jun 30, 2020
ANGI
Angi Inc.
Buy
+2,498+20.5%
Page 19 of 32951 total trades