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
Q2 2020Jun 30, 2020
BRK-A
Berkshire Hathaway Inc.
Sell
-124-10.8%
Q2 2020Jun 30, 2020
UNP
Union Pacific Corporation
Sell
-181-5.1%
Q2 2020Jun 30, 2020
PG
Procter & Gamble Company (The)
Sell
-255-4.7%
Q2 2020Jun 30, 2020
AEP
American Electric Power Company
Sell
-377-5.3%
Q2 2020Jun 30, 2020
EIX
Edison International
Sell
-542-6.4%
Q2 2020Jun 30, 2020
KO
Coca-Cola Company (The)
Sell
-676-6.0%
Q2 2020Jun 30, 2020
BLDR
Builders FirstSource, Inc.
Sell
-1,319-1.6%
Q2 2020Jun 30, 2020
AMZN
Amazon.com, Inc.
Sell
-1,508-1.3%
Q2 2020Jun 30, 2020
PGR
Progressive Corporation (The)
Sell - Position Exit
-3,539-100.0%
Q2 2020Jun 30, 2020
LBRDA
Liberty Broadband Corporation
Sell
-7,701-0.8%
Q2 2020Jun 30, 2020
GOOGL
Alphabet Inc.
Sell
-24,077-8.8%
Q2 2020Jun 30, 2020
LBRDK
Liberty Broadband Corporation
Sell
-24,155-1.1%
Q2 2020Jun 30, 2020
ANET
Arista Networks, Inc.
Sell
-26,361-1.3%
Q2 2020Jun 30, 2020
GOOG
Alphabet Inc.
Sell
-122,568-19.3%
Q2 2020Jun 30, 2020
V
Visa Inc.
Sell
-164,970-22.8%
Q2 2020Jun 30, 2020
BRK-B
Berkshire Hathaway Inc. New
Sell
-193,526-14.9%
Q2 2020Jun 30, 2020
BKNG
Booking Holdings Inc. Common St
Sell - Position Exit
-200,562-100.0%
Q2 2020Jun 30, 2020
MA
Mastercard Incorporated
Sell
-236,196-19.1%
Q2 2020Jun 30, 2020
SCHW
Charles Schwab Corporation (The
Sell
-1,987,340-16.8%
Q2 2020Jun 30, 2020
W
Wayfair Inc.
Sell
-2,204,249-42.6%
Q2 2020Jun 30, 2020
KMX
CarMax Inc
Sell
-2,434,622-26.6%
Q1 2020Mar 31, 2020
SCHW
Charles Schwab Corporation (The
Buy
+3,274,798+38.3%
Q1 2020Mar 31, 2020
KMX
CarMax Inc
Buy
+1,213,362+15.3%
Q1 2020Mar 31, 2020
W
Wayfair Inc.
Buy
+1,177,182+29.5%
Q1 2020Mar 31, 2020
UNH
UnitedHealth Group Incorporated
Buy
+1,056,896+294.3%
Q1 2020Mar 31, 2020
ANET
Arista Networks, Inc.
Buy
+263,639+15.1%
Q1 2020Mar 31, 2020
TSM
Taiwan Semiconductor Manufactur
Buy
+65,000+2.2%
Q1 2020Mar 31, 2020
BKNG
Booking Holdings Inc. Common St
Buy
+33,567+20.1%
Q1 2020Mar 31, 2020
CACC
Credit Acceptance Corporation
Buy
+14,659+1.3%
Q1 2020Mar 31, 2020
ANGI
Angi Inc.
Buy - Position Entry
+12,176
Page 20 of 32951 total trades