Ruane, Cunniff & Goldfarb (Sequoia) latest moves

Capital flow per quarter

BuysSellsNet

Latest · 2025Q4

+$92M

Lifetime buys

$4.49B

Lifetime sells

$9.18B

Quarter activity

What changed in 2025Q3 - net new, added, trimmed, exited.

New positions7 names

GLIBKGCI LIBERTY INC
+374,670
$14.0M
SAPSAP SE
+46,000
$12.3M
GLIBAGCI LIBERTY INC
+133,200
$5.0M
KSPIKASPI KZ JSC
+3,712
$303K
AAPLAPPLE INC
+891
$227K
BLKBLACKROCK INC
+186
$217K
SDHCSMITH DOUGLAS HOMES CORP
+12,209
$216K

Added to8 names

MSAMSA SAFETY INC
+756,219
$130.1M
ELVANTHEM INC
+352,628
$113.9M
TECHBIO-TECHNE CORP
+1,321,338
$73.5M
GPIGROUP 1 AUTOMOTIVE INC
+260
$114K
VXUSVANGUARD STAR FDS
+639
$47K
VTIVANGUARD INDEX FDS
+96
$32K
LBRDALIBERTY BROADBAND CORP
+353
$22K
DGDOLLAR GEN CORP NEW
+26
$3K

Trimmed22 names

JJACOBS SOLUTIONS INC
−1,062,775
$159.3M
METAMETA PLATFORMS INC
−153,537
$112.8M
SCHWSCHWAB CHARLES CORP
−283,261
$27.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
−35,960
$10.0M
GOOGALPHABET INC
−31,550
$7.7M
FWONKLIBERTY MEDIA CORP DEL
−41,994
$4.4M
ICEINTERCONTINENTAL EXCHANGE IN
−25,686
$4.3M
COFCAPITAL ONE FINL CORP
−18,892
$4.0M
CHTRCHARTER COMMUNICATIONS INC N
−13,182
$3.6M
CACCCREDIT ACCEP CORP MICH
−5,566
$2.6M
GOOGLALPHABET INC
−9,600
$2.3M
BRK.BBERKSHIRE HATHAWAY INC DEL
−4,289
$2.2M
+ 10 more…

Exited3 names

EXPDEXPEDITORS INTL WASH INC
−21,902
$2.5M
VOOVANGUARD INDEX FDS
−682
$387K
RSGREPUBLIC SVCS INC
−817
$201K

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