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 |
|---|---|---|---|
Q3 2019Sep 30, 2019 | DOMO Domo, Inc. | Sell - Position Exit | -750,000-100.0% |
Q3 2019Sep 30, 2019 | BABA Alibaba Group Holding Limited | Sell | -2,939,716-99.9% |
Q3 2019Sep 30, 2019 | JD JD.com, Inc. | Sell | -7,950,333-99.8% |
Q3 2019Sep 30, 2019 | BLDR Builders FirstSource, Inc. | Sell | -8,600,489-99.2% |
Q2 2019Jun 30, 2019 | BABA Alibaba Group Holding Limited | Buy | +1,746,754+146.2% |
Q2 2019Jun 30, 2019 | CARG CarGurus, Inc. | Buy | +250,563+70.7% |
Q2 2019Jun 30, 2019 | DOMO Domo, Inc. | Buy | +79,941+11.9% |
Q2 2019Jun 30, 2019 | RH RH | Buy | +35,000+16.3% |
Q2 2019Jun 30, 2019 | MA Mastercard Incorporated | Buy | +7,787+0.4% |
Q2 2019Jun 30, 2019 | XRAY DENTSPLY SIRONA Inc. | Buy - Position Entry | +4,018 |
Q2 2019Jun 30, 2019 | ANET Arista Networks, Inc. | Buy - Position Entry | +3,600 |
Q2 2019Jun 30, 2019 | BRK-A Berkshire Hathaway Inc. | Sell | -15-0.7% |
Q2 2019Jun 30, 2019 | GOOGL Alphabet Inc. | Sell | -159-0.0% |
Q2 2019Jun 30, 2019 | COST Costco Wholesale Corporation | Sell | -432-14.8% |
Q2 2019Jun 30, 2019 | UNP Union Pacific Corporation | Sell | -868-11.4% |
Q2 2019Jun 30, 2019 | WFC Wells Fargo & Company | Sell | -974-16.6% |
Q2 2019Jun 30, 2019 | MHK Mohawk Industries, Inc. | Sell | -1,311-0.1% |
Q2 2019Jun 30, 2019 | BKNG Booking Holdings Inc. Common St | Sell | -1,757-1.0% |
Q2 2019Jun 30, 2019 | PG Procter & Gamble Company (The) | Sell | -2,321-17.5% |
Q2 2019Jun 30, 2019 | EIX Edison International | Sell | -2,414-11.3% |
Q2 2019Jun 30, 2019 | EA Electronic Arts Inc. | Sell - Position Exit | -3,780-100.0% |
Q2 2019Jun 30, 2019 | CACC Credit Acceptance Corporation | Sell | -4,688-0.4% |
Q2 2019Jun 30, 2019 | GOOG Alphabet Inc. | Sell | -9,533-1.3% |
Q2 2019Jun 30, 2019 | LBRDA Liberty Broadband Corporation | Sell | -9,621-0.9% |
Q2 2019Jun 30, 2019 | TJX TJX Companies, Inc. (The) | Sell | -14,539-45.6% |
Q2 2019Jun 30, 2019 | META Meta Platforms, Inc. | Sell | -23,569-1.1% |
Q2 2019Jun 30, 2019 | AMZN Amazon.com, Inc. | Sell | -30,367-9.4% |
Q2 2019Jun 30, 2019 | V Visa Inc. | Sell | -37,441-2.5% |
Q2 2019Jun 30, 2019 | BRK-B Berkshire Hathaway Inc. New | Sell | -39,155-2.8% |
Q2 2019Jun 30, 2019 | LBRDK Liberty Broadband Corporation | Sell | -40,501-1.3% |