Ruane, Cunniff & Goldfarb (Sequoia Fund)

The manager of the Sequoia Fund, which Buffett himself once recommended.

What Sequoia Fund held at Q2 2026: 54 positions, the largest GOOGL +11.1 %, TSM +8.7 %, FWONK +7.7 %, SCHW +6.6 %, COF +6.1 %. Changes against the quarter before.

• GOOGL – +11.1 %
• TSM – +8.7 %
• FWONK – +7.7 %
• SCHW – +6.6 %
• COF – +6.1 %
• ELV – +5.9 %
• ICLR – +5.5 %
• GOOG – +5.1 %
• SUNB – +5.0 %
• ICE – +4.9 %
• MSA – +4.7 %
• UNH – +4.6 %
• TECH – +3.7 %
• ROP – +3.6 %
• ALGN – +3.1 %
• SAP – +3.0 %
• ZTS – +2.6 %
• BRK-B – +2.3 %
• ACN – +1.7 %
• META – +1.4 %
• BRK-A – +1.2 %
• FWONA – +0.9 %
• AMTM – +0.2 %
• LIBERTY BROADBAND CORP – +0.2 %
• CACC – +0.1 %
• MU – +0.0 %
• LIBERTY BROADBAND CORP – +0.0 %
• GLIBK – +0.0 %
• EQH – +0.0 %
• GPI – +0.0 %
• VTI – +0.0 %
• LAD – +0.0 %
• J – +0.0 %
• GLIBA – +0.0 %
• NFLX – +0.0 %
• VXUS – +0.0 %
• GMED – +0.0 %
• SDHC – +0.0 %
• CPA – +0.0 %
• KSPI – +0.0 %