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
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2020Mar 31, 2020 | BLDR Builders FirstSource, Inc. | Buy | +7,760+10.6% |
Q1 2020Mar 31, 2020 | PGR Progressive Corporation (The) | Buy - Position Entry | +3,539 |
Q1 2020Mar 31, 2020 | BRK-A Berkshire Hathaway Inc. | Sell | -760-39.7% |
Q1 2020Mar 31, 2020 | UNP Union Pacific Corporation | Sell | -1,124-24.1% |
Q1 2020Mar 31, 2020 | PG Procter & Gamble Company (The) | Sell | -1,203-18.2% |
Q1 2020Mar 31, 2020 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -1,708-100.0% |
Q1 2020Mar 31, 2020 | AEP American Electric Power Company | Sell | -1,829-20.6% |
Q1 2020Mar 31, 2020 | EIX Edison International | Sell | -2,547-23.2% |
Q1 2020Mar 31, 2020 | KO Coca-Cola Company (The) | Sell | -3,034-21.3% |
Q1 2020Mar 31, 2020 | MHK Mohawk Industries, Inc. | Sell | -3,176-22.7% |
Q1 2020Mar 31, 2020 | GOOGL Alphabet Inc. | Sell | -3,783-1.4% |
Q1 2020Mar 31, 2020 | WFC Wells Fargo & Company | Sell - Position Exit | -4,181-100.0% |
Q1 2020Mar 31, 2020 | TJX TJX Companies, Inc. (The) | Sell - Position Exit | -8,141-100.0% |
Q1 2020Mar 31, 2020 | RMNI Rimini Street, Inc. | Sell - Position Exit | -10,119-100.0% |
Q1 2020Mar 31, 2020 | LBRDA Liberty Broadband Corporation | Sell | -21,877-2.2% |
Q1 2020Mar 31, 2020 | AMZN Amazon.com, Inc. | Sell | -39,578-25.3% |
Q1 2020Mar 31, 2020 | META Meta Platforms, Inc. | Sell | -53,982-2.4% |
Q1 2020Mar 31, 2020 | GOOG Alphabet Inc. | Sell | -89,431-12.3% |
Q1 2020Mar 31, 2020 | V Visa Inc. | Sell | -111,202-13.3% |
Q1 2020Mar 31, 2020 | BRK-B Berkshire Hathaway Inc. New | Sell | -136,467-9.5% |
Q1 2020Mar 31, 2020 | MA Mastercard Incorporated | Sell | -137,111-10.0% |
Q1 2020Mar 31, 2020 | FWONK Liberty Media Corporation - Ser | Sell | -369,870-3.6% |
Q1 2020Mar 31, 2020 | LBRDK Liberty Broadband Corporation | Sell | -667,715-22.8% |
Q4 2019Dec 31, 2019 | TSM Taiwan Semiconductor Manufactur | Buy - Position Entry | +2,982,431 |
Q4 2019Dec 31, 2019 | ANET Arista Networks, Inc. | Buy | +1,737,124+48253.4% |
Q4 2019Dec 31, 2019 | W Wayfair Inc. | Buy | +1,114,873+38.7% |
Q4 2019Dec 31, 2019 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +359,157 |
Q4 2019Dec 31, 2019 | BRK-B Berkshire Hathaway Inc. New | Buy | +76,442+5.6% |
Q4 2019Dec 31, 2019 | CACC Credit Acceptance Corporation | Buy | +72,055+6.7% |
Q4 2019Dec 31, 2019 | BLDR Builders FirstSource, Inc. | Buy | +130+0.2% |