What Sequoia Fund Bought in Q1 2024
Ruane, Cunniff & Goldfarb · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$6.44B
Total Value
34
Holdings
0
New Buys
0
Reduced
In Q1 2024, Sequoia Fund reported 34 long equity positions worth $6.44B in their Ruane, Cunniff & Goldfarb 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ICE | Intercontinental Exchange | 5354303 | $735.8M | 11.42% | — |
| 2 | SCHW | SCHWAB CHARLES CORP | 8132643 | $588.3M | 9.13% | — |
| 3 | ELV | ELEVANCE HEALTH INC | 1074685 | $557.3M | 8.65% | — |
| 4 | UNH | UNITEDHEALTH GROUP INC | 1027863 | $508.5M | 7.89% | — |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3716650 | $505.7M | 7.85% | — |
| 6 | COF | Capital One Financial | 2952729 | $439.6M | 6.82% | — |
| 7 | GOOGL | ALPHABET INC | 2904857 | $438.4M | 6.81% | — |
| 8 | FWONK | LIBERTY MEDIA CORP DEL | 6438428 | $422.4M | 6.56% | — |
| 9 | J | JACOBS SOLUTIONS INC | 2687568 | $413.2M | 6.41% | — |
| 10 | CACC | CREDIT ACCEP CORP MICH | 718040 | $396.0M | 6.15% | — |
| 11 | KMX | CARMAX INC | 3968078 | $345.7M | 5.37% | — |
| 12 | META | META PLATFORMS INC | 600710 | $291.7M | 4.53% | — |
| 13 | GOOG | ALPHABET INC | 1580745 | $240.7M | 3.74% | — |
| 14 | BRK.B | Berkshire Hathaway Inc. Class B | 450522 | $189.5M | 2.94% | — |
| 15 | LBRDK | LIBERTY BROADBAND CORP | 2960299 | $169.4M | 2.63% | — |
| 16 | BRK.A | Berkshire Hathaway Inc. Class A | 149 | $94.5M | 1.47% | — |
| 17 | FWONA | LIBERTY MEDIA CORP DEL | 856558 | $50.3M | 0.78% | — |
| 18 | LBRDA | LIBERTY BROADBAND CORP | 766130 | $43.8M | 0.68% | — |
| 19 | ASAIY | SENDAS DISTRIBUIDORA S A | 138282 | $2.0M | 0.03% | — |
| 20 | EQH | EQUITABLE HLDGS INC | 40889 | $1.6M | 0.02% | — |
| 21 | MHK | MOHAWK INDS INC | 10790 | $1.4M | 0.02% | — |
| 22 | STLA | STELLANTIS N.V | 48160 | $1.4M | 0.02% | — |
| 23 | BLDR | BUILDERS FIRSTSOURCE INC | 4700 | $980K | 0.02% | — |
| 24 | GPI | GROUP 1 AUTOMOTIVE INC | 2784 | $814K | 0.01% | — |
| 25 | LAD | LITHIA MTRS INC | 2331 | $701K | 0.01% | — |
| 26 | ISCV | ISHARES TR | 6380 | $390K | 0.01% | — |
| 27 | NFLX | NETFLIX INC | 615 | $374K | 0.01% | — |
| 28 | MU | MICRON TECHNOLOGY INC | 3162 | $373K | 0.01% | — |
| 29 | MSFT | MICROSOFT CORP | 649 | $273K | 0.00% | — |
| 30 | SBGI | SINCLAIR INC | 17959 | $242K | 0.00% | — |
| 31 | SPGI | S&P GLOBAL INC | 531 | $226K | 0.00% | — |
| 32 | AXP | AMERICAN EXPRESS CO | 932 | $212K | 0.00% | — |
| 33 | ATAI | ATAI LIFE SCIENCES NV | 42112 | $83K | 0.00% | — |
| 34 | RMNI | RIMINI STR INC DEL | 18371 | $60K | 0.00% | — |