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Ruane, Cunniff & Goldfarb (Sequoia Fund) 13F holdings — 2026-06-30

Filed by Ruane, Cunniff & Goldfarb L.P. on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

54positions
$6.4Breported value
4new positions
0positions sold out

Holdings

IssuerClassSharesValue% of 13FChange
ALPHABET INCCAP STK CL A1,994,274$712.7M11.09%Reduced 6%
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS1,172,725$560.1M8.71%Reduced 3%
LIBERTY MEDIA CORP DELCOM LBTY ONE S C5,223,453$497.0M7.73%Reduced 2%
SCHWAB CHARLES CORPCOM4,571,355$421.8M6.56%Reduced 3%
CAPITAL ONE FINL CORPCOM1,956,084$392.4M6.11%Reduced 3%
ELEVANCE HEALTH INC FORMERLYCOM979,598$378.8M5.89%Reduced 29%
ICON PUB LTD COSHS2,048,087$355.8M5.54%Added 25%
ALPHABET INCCAP STK CL C924,866$326.8M5.08%Reduced 3%
SUNBELT RENTALS HOLDINGS INCSHS4,261,163$318.8M4.96%Reduced 22%
INTERCONTINENTAL EXCHANGE INCOM2,560,747$315.3M4.9%Reduced 3%
MSA SAFETY INCCOM1,721,415$300.5M4.68%Reduced 3%
UNITEDHEALTH GROUP INCCOM705,554$293.2M4.56%Reduced 3%
BIO-TECHNE CORPCOM3,348,841$236.6M3.68%Reduced 1%
ROPER TECHNOLOGIES INCCOM674,902$228.4M3.55%New position
ALIGN TECHNOLOGY INCCOM1,171,455$197.6M3.07%Reduced 3%
SAP SESPON ADR1,236,546$190.6M2.96%Added 65%
ZOETIS INCCL A2,353,300$169.1M2.63%Reduced 3%
BERKSHIRE HATHAWAY INC DELCL B NEW300,672$150.5M2.34%Reduced 3%
ACCENTURE PLC IRELANDSHS CLASS A901,848$112.2M1.75%Reduced 3%
META PLATFORMS INCCL A154,291$86.9M1.35%Reduced 23%
BERKSHIRE HATHAWAY INC DELCL A103$77.1M1.2%Reduced 6%
LIBERTY MEDIA CORP DELCOM LBTY ONE S A695,720$60.9M0.95%Reduced 4%
AMENTUM HOLDINGS INCCOM537,213$11.1M0.17%Reduced 67%
LIBERTY BROADBAND CORPCOM SER C303,309$10.1M0.16%Reduced 74%
CREDIT ACCEP CORP MICHCOM5,279$3.4M0.05%Reduced 96%
MICRON TECHNOLOGY INCCOM2,162$2.5M0.04%No change
LIBERTY BROADBAND CORPCOM SER A73,945$2.5M0.04%Reduced 67%
LIBERTY CAP CORPSER C GCI GROUP114,119$2.5M0.04%Reduced 77%
EQUITABLE HLDGS INCCOM40,310$1.8M0.03%No change
GROUP 1 AUTOMOTIVE INCCOM4,884$1.4M0.02%Added 22%
VANGUARD INDEX FDSTOTAL STK MKT2,973$1.1M0.02%Added 8%
LITHIA MTRS INCCOM2,933$852.0K0.01%Reduced 2%
JACOBS SOLUTIONS INCCOM6,244$786.7K0.01%Reduced 1%
LIBERTY CAP CORPSER A GCI GROUP28,162$616.7K0.01%Reduced 78%
NETFLIX INC.COM8,091$577.7K0.01%No change
VANGUARD STAR FDSVG TL INTL STK F6,420$548.8K0.01%Added 9%
GLOBUS MED INCCL A6,008$474.7K0.01%No change
SMITH DOUGLAS HOMES CORPCOM SHS CL A27,275$423.9K0.01%Added 88%
COPA HOLDINGS SACL A2,555$397.5K0.01%No change
KASPI KZ JSCSPONSORED ADS3,934$340.8K0.01%Reduced 4%
AMERICAN EXPRESS COCOM932$315.2K0.0%No change
APPLE INCCOM961$278.1K0.0%No change
MICROSOFT CORPCOM737$274.9K0.0%No change
SINCLAIR INCCL A17,959$255.9K0.0%No change
DOLLAR GEN CORPCOM2,188$251.9K0.0%No change
FERGUSON ENTERPRISES INCCOMMON STOCK NEW1,000$237.3K0.0%No change
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF1,426$223.8K0.0%New position
ATAIBECKLEY INCCOM SHS42,112$221.9K0.0%No change
CHARTER COMMUNICATIONS INCCL A1,556$221.3K0.0%Reduced 99%
HILTON GRAND VACATIONS INCCOM4,189$219.4K0.0%New position
S&P GLOBAL INCCOM531$216.3K0.0%No change
BANK OF AMER CORPCOM3,625$206.6K0.0%New position
STELLANTIS N.VSHS25,075$143.9K0.0%No change
RIMINI STR INC DELCOM33,666$143.4K0.0%Reduced 5%

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.