Asset Manager · CIK 0001720792

Ruane, Cunniff & Goldfarb

Sequoia

Ruane, Cunniff & Goldfarb runs Sequoia, an asset manager overseeing $6.40B in disclosed equity holdings (SEC CIK 0001720792). The latest 13F filing (2025Q4) discloses 48 positions across 8 sectors, with the largest positions in GOOGL, SCHW and FWONK. On a mark-to-market basis the tracked portfolio has returned 19.9% over the past year. OpenStocks tracks 32 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.

Track Ruane's filings View holdings

Portfolio

$6.40B

Positions

48

Quarter

2025Q4

Filings tracked

32

1Y+19.9%3Y+121.6%5Y+23.7%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Capital flow per quarter

BuysSellsNet

Latest · 2025Q4

+$92M

Lifetime buys

$3.35B

Lifetime sells

$8.47B

Quarter activity

What changed in 2023Q1 — net new, added, trimmed, exited.

New positions2 names

ISCVISHARES TR
+6,380
$333K
N0731HATAI LIFE SCIENCES NV
+42,112
$76K

Added to7 names

ASAIYSENDAS DISTRIBUIDORA S A
+39,628
$610K
BLDRBUILDERS FIRSTSOURCE INC
+4,973
$442K
EQHEQUITABLE HLDGS INC
+7,224
$183K
N82405STELLANTIS N.V
+7,053
$128K
LADLITHIA MTRS INC
+97
$22K
AMZNAMAZON COM INC
+180
$19K
829226SINCLAIR BROADCAST GROUP INC
+240
$4K

Trimmed22 names

METAMETA PLATFORMS INC
−1,688,031
$357.8M
FWONKUSDLIBERTY MEDIA CORP DEL
−1,586,341
$118.7M
ICEINTERCONTINENTAL EXCHANGE IN
−152,763
$15.9M
UNHUNITEDHEALTH GROUP INC
−26,803
$12.7M
GOOGALPHABET INC
−112,080
$11.7M
SCHWSCHWAB CHARLES CORP
−199,886
$10.5M
TSMTAIWAN SEMICONDUCTOR MFG LTD
−103,342
$9.6M
ELVANTHEM INC
−19,399
$8.9M
KMXCARMAX INC
−138,257
$8.9M
CACCCREDIT ACCEP CORP MICH
−17,239
$7.5M
JJACOBS SOLUTIONS INC
−56,333
$6.6M
MUMICRON TECHNOLOGY INC
−101,441
$6.1M
+ 10 more…

Exited3 names

IVVISHARES TR
−2,460
$945K
ANGI1EURANGI INC
−32,383
$76K
OPENOPENDOOR TECHNOLOGIES INC
−17,500
$20K

Recent transactions

Last 20 moves

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed GOOGL

ALPHABET INC

−181,898

~$313.00 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed GOOG

ALPHABET INC

−112,218

~$313.80 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed AMTM

AMENTUM HOLDINGS INC

−29,619

~$29.00 · 2025Q4

2026-02-13

SOLD

Ruane, Cunniff & Goldfarb (Sequoia) exited N0731H103

ATAI LIFE SCIENCES NV

−42,112

~$5.29 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed BRK.A

BERKSHIRE HATHAWAY INC DEL

−2

~$754800.00 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed BRK.B

BERKSHIRE HATHAWAY INC DEL

−6,446

~$502.65 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed TECH

BIO-TECHNE CORP

−7,820

~$58.81 · 2025Q4

2026-02-13

SOLD

Ruane, Cunniff & Goldfarb (Sequoia) exited BLK

BLACKROCK INC

−186

~$1165.87 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed COF

CAPITAL ONE FINL CORP

−30,101

~$242.36 · 2025Q4

2026-02-13

SOLD

Ruane, Cunniff & Goldfarb (Sequoia) exited KMX

CARMAX INC

−4,469

~$44.87 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed CHTR

CHARTER COMMUNICATIONS INC N

−11,432

~$208.75 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed CACC

CREDIT ACCEP CORP MICH

−42,327

~$443.46 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed ELV

ANTHEM INC

−25,777

~$350.55 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed GLIBA

GCI LIBERTY INC

−2,032

~$36.87 · 2025Q4

2026-02-13

ADD

Ruane, Cunniff & Goldfarb (Sequoia) added to GLIBK

GCI LIBERTY INC

+164,401

~$37.21 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed G4705A100

ICON PLC

−21,404

~$182.22 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed ICE

INTERCONTINENTAL EXCHANGE IN

−39,384

~$161.96 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed J

JACOBS SOLUTIONS INC

−2,862

~$132.46 · 2025Q4

2026-02-13

ADD

Ruane, Cunniff & Goldfarb (Sequoia) added to KSPI

KASPI KZ JSC

+400

~$78.13 · 2025Q4

2026-02-13

TRIM

Ruane, Cunniff & Goldfarb (Sequoia) trimmed LBRDA

LIBERTY BROADBAND CORP

−16,380

~$48.28 · 2025Q4

2026-02-13