Ruane, Cunniff & Goldfarb L.P. — 13F holdings

Ruane, Cunniff & Goldfarb L.P. reported 54 holdings worth $6.43B in its 13F filing for Q2 2026, filed August 14, 2026.

Sequoia Fund's portfolio: holdings, buys and sells

Largest positions

1. GOOGL ALPHABET INC — $713M (11.1%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $560M (8.7%)
3. FWONK LIBERTY MEDIA CORP DEL — $497M (7.7%)
4. SCHW SCHWAB CHARLES CORP — $422M (6.6%)
5. COF CAPITAL ONE FINL CORP — $392M (6.1%)
6. ELV ELEVANCE HEALTH INC — $379M (5.9%)
7. ICLR ICON PLC — $356M (5.5%)
8. GOOG ALPHABET INC — $327M (5.1%)
9. SUNB SUNBELT RENTALS HOLDINGS INC — $319M (5.0%)
10. ICE INTERCONTINENTAL EXCHANGE IN — $315M (4.9%)