Superinvestors / Ruane, Cunniff & Goldfarb (Sequoia)
Ruane Cunniff
Ruane, Cunniff & Goldfarb (Sequoia)
Quality long-term value
$6.03B 13F value
50 positions · as of 2026-03-31 · filed 2026-05-15
This quarter
4 new2 exited10 added30 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| GOOGL | ALPHABET INCDECREASED -2.6% | 10.10% | $608.95M |
| — | LIBERTY MEDIA CORP DELDECREASED -2.4% | 7.56% | $455.47M |
| SCHW | SCHWAB CHARLES CORPDECREASED -15.7% | 7.35% | $443.10M |
| ICE | INTERCONTINENTAL EXCHANGE INDECREASED -2.4% | 6.89% | $415.12M |
| TSM | TAIWAN SEMICONDUCTOR MANUFACDECREASED -15.0% | 6.77% | $408.39M |
Showing 5 of 50
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 50 positions
Ruane Cunniff's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
Sign in free