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
Q4 2019Dec 31, 2019
BABA
Alibaba Group Holding Limited
Sell
-93-4.6%
Q4 2019Dec 31, 2019
BRK-A
Berkshire Hathaway Inc.
Sell
-307-13.8%
Q4 2019Dec 31, 2019
WFC
Wells Fargo & Company
Sell
-443-9.6%
Q4 2019Dec 31, 2019
JD
JD.com, Inc.
Sell
-986-7.6%
Q4 2019Dec 31, 2019
AAPL
Apple Inc.
Sell - Position Exit
-1,000-100.0%
Q4 2019Dec 31, 2019
IDXX
IDEXX Laboratories, Inc.
Sell - Position Exit
-1,146-100.0%
Q4 2019Dec 31, 2019
UNP
Union Pacific Corporation
Sell
-1,686-26.5%
Q4 2019Dec 31, 2019
GOOGL
Alphabet Inc.
Sell
-2,245-0.8%
Q4 2019Dec 31, 2019
COST
Costco Wholesale Corporation
Sell - Position Exit
-2,415-100.0%
Q4 2019Dec 31, 2019
PG
Procter & Gamble Company (The)
Sell
-2,534-27.7%
Q4 2019Dec 31, 2019
AEP
American Electric Power Company
Sell
-3,474-28.1%
Q4 2019Dec 31, 2019
EIX
Edison International
Sell
-3,523-24.3%
Q4 2019Dec 31, 2019
KO
Coca-Cola Company (The)
Sell
-5,271-27.0%
Q4 2019Dec 31, 2019
BKNG
Booking Holdings Inc. Common St
Sell
-8,014-4.6%
Q4 2019Dec 31, 2019
TJX
TJX Companies, Inc. (The)
Sell
-9,040-52.6%
Q4 2019Dec 31, 2019
LBRDA
Liberty Broadband Corporation
Sell
-14,240-1.4%
Q4 2019Dec 31, 2019
V
Visa Inc.
Sell
-20,229-2.4%
Q4 2019Dec 31, 2019
GOOG
Alphabet Inc.
Sell
-26,492-3.5%
Q4 2019Dec 31, 2019
META
Meta Platforms, Inc.
Sell
-41,339-1.8%
Q4 2019Dec 31, 2019
MA
Mastercard Incorporated
Sell
-48,391-3.4%
Q4 2019Dec 31, 2019
AMZN
Amazon.com, Inc.
Sell
-58,821-27.3%
Q4 2019Dec 31, 2019
SCHW
Charles Schwab Corporation (The
Sell
-155,042-1.8%
Q4 2019Dec 31, 2019
LBRDK
Liberty Broadband Corporation
Sell
-184,016-5.9%
Q4 2019Dec 31, 2019
MHK
Mohawk Industries, Inc.
Sell
-1,391,464-99.0%
Q4 2019Dec 31, 2019
KMX
CarMax Inc
Sell
-1,873,006-19.1%
Q4 2019Dec 31, 2019
FWONK
Liberty Media Corp Formula One Group
Sell
-1,943,166-16.1%
Q3 2019Sep 30, 2019
W
Wayfair Inc.
Buy
+2,380,698+475.8%
Q3 2019Sep 30, 2019
META
Meta Platforms, Inc.
Buy
+199,308+9.4%
Q3 2019Sep 30, 2019
GOOG
Alphabet Inc.
Buy
+3,211+0.4%
Q3 2019Sep 30, 2019
JPM
JP Morgan Chase & Co.
Buy - Position Entry
+1,708
Page 22 of 32951 total trades