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.
We mark Ruane, Cunniff & Goldfarb (Sequoia)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Ruane’s portfolio is 25.2% over the last 12 months · 36.6% since 2018Q1.