Sequoia Fund — Recent Sells
Ruane, Cunniff & Goldfarb · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Sequoia Fund fully exited 0 positions and reduced 25 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $404.7M.
Reduced positions (25)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 1994274 | $712.7M | 11.09% | -5.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1172725 | $560.1M | 8.71% | -3.0% |
| FWONK | LIBERTY MEDIA CORP DEL | 5223453 | $497.0M | 7.73% | -2.5% |
| SCHW | SCHWAB CHARLES CORP | 4571355 | $421.8M | 6.56% | -3.0% |
| COF | Capital One Financial | 1956084 | $392.4M | 6.11% | -3.1% |
| GOOG | ALPHABET INC | 924866 | $326.8M | 5.08% | -2.7% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 4261163 | $318.8M | 4.96% | -22.4% |
| ICE | Intercontinental Exchange | 2560747 | $315.3M | 4.90% | -3.0% |
| MSA | MSA SAFETY INC | 1721415 | $300.5M | 4.68% | -3.1% |
| UNH | UNITEDHEALTH GROUP INC | 705554 | $293.2M | 4.56% | -3.1% |
| TECH | BIO-TECHNE CORP | 3348841 | $236.6M | 3.68% | -1.3% |
| ALGN | ALIGN TECHNOLOGY INC | 1171455 | $197.6M | 3.07% | -2.9% |
| SAP | SAP SE | 1236546 | $190.6M | 2.96% | 64.9% |
| ZTS | ZOETIS INC | 2353300 | $169.1M | 2.63% | -3.0% |
| BRK.B | Berkshire Hathaway Inc. Class B | 300672 | $150.5M | 2.34% | -3.1% |
| ACN | ACCENTURE PLC IRELAND | 901848 | $112.2M | 1.75% | -2.8% |
| META | META PLATFORMS INC | 154291 | $86.9M | 1.35% | -23.3% |
| BRK.A | Berkshire Hathaway Inc. Class A | 103 | $77.1M | 1.20% | -6.4% |
| FWONA | LIBERTY MEDIA CORP DEL | 695720 | $60.9M | 0.95% | -3.9% |
| GLIBK | LIBERTY CAP CORP | 114119 | $2.5M | 0.04% | -77.5% |
| EQH | EQUITABLE HLDGS INC | 40310 | $1.8M | 0.03% | -0.4% |
| LAD | LITHIA MTRS INC | 2933 | $852K | 0.01% | -1.8% |
| J | JACOBS SOLUTIONS INC | 6244 | $787K | 0.01% | -0.7% |
| KSPI | KASPI KZ JSC | 3934 | $341K | 0.01% | -3.6% |
| RMNI | RIMINI STR INC DEL | 33666 | $143K | 0.00% | -4.5% |