Asset Manager · CIK 0001720792

Ruane, Cunniff & Goldfarb

Sequoia
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Ruane, Cunniff & Goldfarb runs Sequoia, an asset manager overseeing $6.40B in disclosed equity holdings (SEC CIK 0001720792). The latest portfolio (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 25.2% over the past year. OpenStocks tracks 32 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Ruane's filingsView holdings
Portfolio
$6.40B
Positions
48
Quarter
2025Q4
Filings tracked
32
1Y+25.2%3Y+102.6%5Y+86.1%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$1.15B+$573M$0-$573M-$1.15B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
+$92M
Lifetime buys
$4.49B
Lifetime sells
$9.18B

Quarter activity

What changed in 2024Q4 — net new, added, trimmed, exited.
New positions3 names
  • G4705AICON PLC
    +1,265,540
    $265.4M
  • P31076COPA HOLDINGS SA
    +2,555
    $225K
  • AAPLAPPLE INC
    +821
    $206K
Added to3 names
  • ELVANTHEM INC
    +139,420
    $51.4M
  • VTIVANGUARD INDEX FDS
    +93
    $27K
  • ASAIYSENDAS DISTRIBUIDORA S A
    +1,208
    $5K
Trimmed25 names
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    −970,808
    $191.7M
  • JJACOBS SOLUTIONS INC
    −1,319,295
    $176.3M
  • KMXCARMAX INC
    −1,797,917
    $147.0M
  • COFCAPITAL ONE FINL CORP
    −594,082
    $105.9M
  • UNHUNITEDHEALTH GROUP INC
    −128,319
    $64.9M
  • GOOGLALPHABET INC
    −275,242
    $52.1M
  • SCHWSCHWAB CHARLES CORP
    −546,806
    $40.5M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −86,057
    $39.0M
  • ICEINTERCONTINENTAL EXCHANGE IN
    −205,506
    $30.6M
  • METAMETA PLATFORMS INC
    −45,620
    $26.7M
  • FWONKLIBERTY MEDIA CORP DEL
    −211,924
    $19.6M
  • CHTRCHARTER COMMUNICATIONS INC N
    −40,901
    $14.0M
  • + 13 more…
Exited1 name
  • MUMICRON TECHNOLOGY INC
    −2,162
    $224K

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