# Sequoia Fund — Ruane, Cunniff & Goldfarb

Source: SEC EDGAR 13F filings (CIK 0001720792).
Page URL: https://superinvestorclub.com/manager/14
Last updated: 2026-07-08T11:36:20.037Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Sequoia Fund reported 50 long equity positions in their Ruane, Cunniff & Goldfarb 13F filing, with a total reported value of $6.03B.

### About

Long-running value fund

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | GOOGL | ALPHABET INC | 2117644 | $608.9M | 10.10% | -2.6% |
| 2 | FWONB | LIBERTY MEDIA CORP DEL | 5357168 | $455.5M | 7.56% | -2.4% |
| 3 | SCHW | SCHWAB CHARLES CORP | 4714780 | $443.1M | 7.35% | -15.7% |
| 4 | IEP | INTERCONTINENTAL EXCHANGE IN | 2639372 | $415.1M | 6.89% | -2.4% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1208419 | $408.4M | 6.77% | -15.0% |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | 1387968 | $406.3M | 6.74% | -2.4% |
| 7 | COF | Capital One Financial | 2017807 | $368.1M | 6.11% | -2.4% |
| 8 | SUNB | SUNBELT RENTALS HOLDINGS INC | 5488261 | $357.2M | 5.93% | NEW |
| 9 | MNESP | MSA SAFETY INC | 1776282 | $291.2M | 4.83% | -2.0% |
| 10 | ZBH | ZOETIS INC | 2425010 | $286.7M | 4.76% | NEW |
| 11 | GOOG | ALPHABET INC | 950394 | $272.6M | 4.52% | +-16.8% |
| 12 | ALGN | ALIGN TECHNOLOGY INC | 1206535 | $206.8M | 3.43% | -1.3% |
| 13 | UNH | UNITEDHEALTH GROUP INC | 728407 | $197.1M | 3.27% | -2.4% |
| 14 | ACN | ACCENTURE PLC IRELAND | 928204 | $184.1M | 3.05% | -1.6% |
| 15 | ICLR | ICON PLC | 1634611 | $180.9M | 3.00% | -2.7% |
| 16 | TECH | BIO-TECHNE CORP | 3392001 | $177.3M | 2.94% | +131.4% |
| 17 | BRK.B | Berkshire Hathaway Inc. Class B | 310388 | $148.7M | 2.47% | -1.8% |
| 18 | SAPGF | SAP SE | 749909 | $128.4M | 2.13% | +1532.8% |
| 19 | META | META PLATFORMS INC | 201147 | $115.1M | 1.91% | -15.8% |
| 20 | BRK.A | Berkshire Hathaway Inc. Class A | 110 | $79.0M | 1.31% | -4.3% |
| 21 | CACC | CREDIT ACCEP CORP MICH | 146203 | $61.9M | 1.03% | -72.7% |
| 22 | LBRDP | LIBERTY BROADBAND CORP | 1163448 | $58.5M | 0.97% | -36.8% |
| 23 | FWONB | LIBERTY MEDIA CORP DEL | 723842 | $56.5M | 0.94% | -2.0% |
| 24 | AMTM | AMENTUM HOLDINGS INC | 1622982 | $42.3M | 0.70% | -32.2% |
| 25 | CHTR | Charter Communications | 152563 | $32.9M | 0.55% | -57.9% |

## New positions this quarter (4)

- SUNB (SUNBELT RENTALS HOLDINGS INC): 5488261 shares, $357.2M
- ZBH (ZOETIS INC): 2425010 shares, $286.7M
- GMED (GLOBUS MED INC): 6008 shares, $517,649
- ATAI (ATAIBECKLEY INC): 42112 shares, $149,076

## Increased positions (11)

- GOOG: 950394 shares (-16.8%), $272.6M
- TECH: 3392001 shares (+131.4%), $177.3M
- SAPGF: 749909 shares (+1532.8%), $128.4M
- GPI: 4013 shares (+11.2%), $1.3M
- VTI: 2748 shares (+2.6%), $881,586
- NFLX: 8091 shares (+55.0%), $777,950
- VXUS: 5912 shares (+8.7%), $455,874
- MSFT: 737 shares (+7.0%), $272,815
- DG: 2188 shares (+0.8%), $259,781
- AAPL: 961 shares (+7.9%), $243,892
- SDHC: 14490 shares (+18.7%), $185,472

## Reduced positions (29)

- GOOGL: 2117644 shares (-2.6%), $608.9M
- FWONB: 5357168 shares (-2.4%), $455.5M
- SCHW: 4714780 shares (-15.7%), $443.1M
- IEP: 2639372 shares (-2.4%), $415.1M
- TSM: 1208419 shares (-15.0%), $408.4M
- ELV: 1387968 shares (-2.4%), $406.3M
- COF: 2017807 shares (-2.4%), $368.1M
- MNESP: 1776282 shares (-2.0%), $291.2M
- ALGN: 1206535 shares (-1.3%), $206.8M
- UNH: 728407 shares (-2.4%), $197.1M
- ACN: 928204 shares (-1.6%), $184.1M
- ICLR: 1634611 shares (-2.7%), $180.9M
- BRK.B: 310388 shares (-1.8%), $148.7M
- META: 201147 shares (-15.8%), $115.1M
- BRK.A: 110 shares (-4.3%), $79.0M
- CACC: 146203 shares (-72.7%), $61.9M
- LBRDP: 1163448 shares (-36.8%), $58.5M
- FWONB: 723842 shares (-2.0%), $56.5M
- AMTM: 1622982 shares (-32.2%), $42.3M
- CHTR: 152563 shares (-57.9%), $32.9M

## Sold positions (2)

- RSPC: previously held 11029 shares worth $439,321
- VT: previously held 1426 shares worth $201,152

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-13)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Sequoia Fund, Ruane, Cunniff & Goldfarb, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/14)".