Superinvestors / Ruane, Cunniff & Goldfarb (Sequoia)

Ruane Cunniff

Ruane, Cunniff & Goldfarb (Sequoia)

Quality long-term value

$6.03B Portfolio 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.

New: SUNB, ZTS, GMED, ATAI

Exited: INVESCO EXCHANGE TRADED FD T, VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES

Added to: SAP, TECH, NFLX, GPI, VNGRD TOTAL INTL STOCK, SDHC, VNGRD MORN TOTAL STOCK MKT, MSFT

Trimmed: CACC, SCHW, TSM, GOOG, CHTR, LBRDK, META, LBRDA

Portfolio

By weight · every resolvable issuer links to its company page · tags are this quarter's reported move

Ticker	Issuer	% of portfolio	Reported price	Value	Shares
GOOGL	ALPHABET INC CAP STK CL ADECREASED -2.6%	10.10%	$287.56	$608.95M	2.1M
—	LIBERTY MEDIA CORP DEL· COM LBTY ONE S CDECREASED -2.4%	7.56%	$85.02	$455.47M	5.4M
SCHW	CHARLES SCH CORP (THE) COMDECREASED -15.7%	7.35%	$93.98	$443.10M	4.7M
ICE	INTERCONTINENTAL EXCH INC COMDECREASED -2.4%	6.89%	$157.28	$415.12M	2.6M
TSM	TAIWAN SEMI COND MANUFACT SPNSD ADS· American Depository ReceiptDECREASED -15.0%	6.77%	$337.95	$408.39M	1.2M
ELV	ELEVANCE HEALTH INC FORMERLYDECREASED -2.4%	6.74%	$292.75	$406.33M	1.4M
COF	CAPITAL ONE FINL CORPDECREASED -2.4%	6.11%	$182.43	$368.11M	2.0M
SUNB	SUNBELT RENTALS HOLDINGS INCNEW	5.93%	$65.09	$357.23M	5.5M
MSA	MSA SAFETY INCDECREASED -2.0%	4.83%	$163.95	$291.22M	1.8M
ZTS	ZOETIS INC· CL ANEW	4.76%	$118.21	$286.66M	2.4M

Showing 10 of 50

Reported price is this manager's own reported value divided by its own reported shares at 2026-03-31 — not a live quote, and not what they paid. 13F reports no cost basis.

The top 10 positions are 67.0% of the reported portfolio, across 50 positions.

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 more of Ruane Cunniff's portfolio

More of Ruane Cunniff's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.