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 2019Jun 30, 2019
SCHW
Charles Schwab Corporation (The
Sell
-77,175-0.9%
Q2 2019Jun 30, 2019
FWONK
Liberty Media Corporation - Ser
Sell
-77,416-0.6%
Q2 2019Jun 30, 2019
JD
JD.com, Inc.
Sell
-250,000-3.0%
Q2 2019Jun 30, 2019
APPN
Appian Corporation
Sell - Position Exit
-353,582-100.0%
Q2 2019Jun 30, 2019
DHI
D.R. Horton, Inc.
Sell - Position Exit
-380,000-100.0%
Q2 2019Jun 30, 2019
KMX
CarMax Inc
Sell
-1,531,084-13.4%
Q1 2019Mar 31, 2019
SCHW
Charles Schwab Corporation (The
Buy
+695,373+8.5%
Q1 2019Mar 31, 2019
CARG
CarGurus, Inc.
Buy - Position Entry
+354,437
Q1 2019Mar 31, 2019
MHK
Mohawk Industries, Inc.
Buy
+67,516+5.0%
Q1 2019Mar 31, 2019
BABA
Alibaba Group Holding Limited
Buy
+40,000+3.5%
Q1 2019Mar 31, 2019
DOMO
Domo, Inc.
Buy
+20,059+3.1%
Q1 2019Mar 31, 2019
CACC
Credit Acceptance Corporation
Buy
+11,552+1.1%
Q1 2019Mar 31, 2019
BLDR
Builders FirstSource, Inc.
Buy
+10,000+0.1%
Q1 2019Mar 31, 2019
BKNG
Booking Holdings Inc. Common St
Buy
+9,944+5.9%
Q1 2019Mar 31, 2019
RMNI
Rimini Street, Inc.
Buy
+69+0.6%
Q1 2019Mar 31, 2019
COST
Costco Wholesale Corporation
Sell
-114-3.8%
Q1 2019Mar 31, 2019
BRK-A
Berkshire Hathaway Inc.
Sell
-192-7.8%
Q1 2019Mar 31, 2019
IDXX
IDEXX Laboratories, Inc.
Sell
-446-28.0%
Q1 2019Mar 31, 2019
ORLY
O'Reilly Automotive, Inc.
Sell - Position Exit
-874-100.0%
Q1 2019Mar 31, 2019
PG
Procter & Gamble Company (The)
Sell
-2,968-18.3%
Q1 2019Mar 31, 2019
UNP
Union Pacific Corporation
Sell
-3,121-29.1%
Q1 2019Mar 31, 2019
GOOGL
Alphabet Inc.
Sell
-3,456-0.4%
Q1 2019Mar 31, 2019
EIX
Edison International
Sell
-4,012-15.8%
Q1 2019Mar 31, 2019
FAST
Fastenal Company
Sell - Position Exit
-5,026-100.0%
Q1 2019Mar 31, 2019
VTI
Vanguard Total Stock Market ETF
Sell - Position Exit
-5,127-100.0%
Q1 2019Mar 31, 2019
EXPD
Expeditors International of Was
Sell
-7,135-6.5%
Q1 2019Mar 31, 2019
XRAY
DENTSPLY SIRONA Inc.
Sell - Position Exit
-7,610-100.0%
Q1 2019Mar 31, 2019
AMZN
Amazon.com, Inc.
Sell
-8,178-2.5%
Q1 2019Mar 31, 2019
MA
Mastercard Incorporated
Sell
-9,158-0.5%
Q1 2019Mar 31, 2019
KO
Coca-Cola Company (The)
Sell
-10,242-30.9%
Page 25 of 32951 total trades