Sequoia Fund — Recent Buys
Ruane, Cunniff & Goldfarb · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Sequoia Fund opened 4 new positions and increased 12 existing holdings in the Q2 '26 filing — a combined buy footprint of $995.0M. Largest new position: ROPER TECHNOLOGIES INC at $228.4M.
New positions (4)
Increased positions (12)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | 979598 | $378.8M | 5.89% | +-29.4% |
| ICLR | ICON PUB LTD CO | 2048087 | $355.8M | 5.54% | +25.3% |
| AMTM | AMENTUM HOLDINGS INC | 537213 | $11.1M | 0.17% | +-66.9% |
| LBRDK | LIBERTY BROADBAND CORP | 303309 | $10.1M | 0.16% | +-73.9% |
| CACC | CREDIT ACCEP CORP MICH | 5279 | $3.4M | 0.05% | +-96.4% |
| LBRDA | LIBERTY BROADBAND CORP | 73945 | $2.5M | 0.04% | +-67.0% |
| GPI | GROUP 1 AUTOMOTIVE INC | 4884 | $1.4M | 0.02% | +21.7% |
| VTI | Vanguard Total Stock Market ETF | 2973 | $1.1M | 0.02% | +8.2% |
| GLIBK | LIBERTY CAP CORP | 28162 | $617K | 0.01% | +-77.9% |
| VXUS | VANGUARD STAR FDS | 6420 | $549K | 0.01% | +8.6% |
| SDHC | SMITH DOUGLAS HOMES CORP | 27275 | $424K | 0.01% | +88.2% |
| CHTR | Charter Communications | 1556 | $221K | 0.00% | +-99.0% |