Asset Manager · CIK 0001720792

Ruane, Cunniff & Goldfarb

Sequoia

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.

Track Ruane's filings View holdings

Portfolio

$6.40B

Positions

48

Quarter

2025Q4

Filings tracked

32

1Y+25.2%Since filing+36.6%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Capital flow per quarter

BuysSellsNet

Latest · 2025Q4

+$92M

Lifetime buys

$4.49B

Lifetime sells

$9.18B

Quarter activity

What changed in 2023Q4 - net new, added, trimmed, exited.

New positions1 name

SPGIS&P GLOBAL INC
+531
$234K

Added to0 names

—

Trimmed27 names

KMXCARMAX INC
−1,438,450
$110.4M
METAMETA PLATFORMS INC
−270,004
$95.6M
ICEINTERCONTINENTAL EXCHANGE IN
−153,084
$19.7M
SCHWSCHWAB CHARLES CORP
−210,679
$14.5M
UNHUNITEDHEALTH GROUP INC
−26,040
$13.7M
ELVANTHEM INC
−28,578
$13.5M
GOOGALPHABET INC
−93,914
$13.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD
−125,036
$13.0M
FWONKLIBERTY MEDIA CORP DEL
−165,977
$10.5M
COFCAPITAL ONE FINL CORP
−77,598
$10.2M
CACCCREDIT ACCEP CORP MICH
−17,874
$9.5M
GOOGLALPHABET INC
−67,551
$9.4M
+ 15 more…

Exited4 names

LLYVK*LIBERTY MEDIA CORP DEL
−295,040
$9.5M
BATRKATLANTA BRAVES HLDGS INC
−224,489
$8.0M
LLYVA*LIBERTY MEDIA CORP DEL
−37,392
$1.2M
AMZNAMAZON COM INC
−6,020
$765K

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