Ruane Cunniff - Sequoia Fund

History Stock Activity ▲ Share change % change to portfolio
Q3  2020
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.19% 4,734 0.01
≡ AMZN - Amazon.com Inc. Sell 100.00% 827,420 3.21
Q2  2020
≡ CACC - Credit Acceptance Corp. Add 1.93% 8,080 0.10
≡ FWONK - Liberty Media Corp Formula One Series C Add 2.41% 86,158 0.08
≡ VIVEF - Vivendi Universal S.A. Add 41.03% 1,835,461 1.33
≡ HCXLF - Hiscox Ltd. Add 44.16% 1,840,887 0.51
≡ DIS - Walt Disney Co. Buy 999,712 3.14
≡ TSM - Taiwan Semiconductor S.A. Buy 2,439,715 3.90
≡ BRK.A - Berkshire Hathaway CL A Reduce 44.59% 103 0.77
≡ W - Wayfair Inc. Reduce 43.88% 816,231 4.54
≡ KMX - CarMax Inc. Reduce 27.46% 902,659 2.28
≡ GOOG - Alphabet Inc. CL C Reduce 22.08% 791,540 1.58
≡ MA - Mastercard Inc. Reduce 20.01% 121,190 1.01
≡ SCHW - Charles Schwab Corp. Reduce 17.18% 726,055 0.69
≡ BRK.B - Berkshire Hathaway CL B Reduce 13.59% 78,411 0.39
≡ GOOGL - Alphabet Inc. Reduce 12.45% 357,980 0.72
≡ CNSWF - Constellation Software Inc. Reduce 6.69% 12,803 0.41
≡ ACOPF - a2 Milk Company Ltd. Reduce 0.04% 3,899 0.00
≡ AMZN - Amazon.com Inc. Reduce 0.04% 300 0.00
≡ ANET - Arista Networks Inc. Reduce 0.04% 266 0.00
≡ ERFSF - Eurofins Scientific SE Reduce 0.04% 87 0.00
≡ FWONA - Liberty Media Corp Formula One Series A Reduce 0.04% 16 0.00
≡ J - Jacobs Solutions Inc. Reduce 0.04% 562 0.00
≡ LBRDA - Liberty Broadband Corp. CL A Reduce 0.04% 158 0.00
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 0.04% 274 0.00
≡ META - Meta Platforms Inc. Reduce 0.04% 304 0.00
≡ MLSPF - Melrose Industries PLC Reduce 0.04% 13,043 0.00
≡ PROSF - Prosus NV Reduce 0.04% 562 0.00
≡ RYCEF - Rolls Royce Holdings plc Reduce 0.04% 6,838 0.00
≡ UNH - United Health Group Inc. Reduce 0.04% 189 0.00
≡ BKNG - Booking Holdings Inc. Sell 100.00% 71,748 3.32
Q1  2020
≡ ERFSF - Eurofins Scientific SE Add 0.29% 673 0.01
≡ CACC - Credit Acceptance Corp. Add 1.95% 8,011 0.07
≡ BRK.B - Berkshire Hathaway CL B Add 2.89% 16,221 0.10
≡ RYCEF - Rolls Royce Holdings plc Add 9.73% 1,622,653 0.24
≡ ANET - Arista Networks Inc. Add 13.68% 85,791 0.60
≡ KMX - CarMax Inc. Add 15.93% 451,775 0.84
≡ BKNG - Booking Holdings Inc. Add 21.19% 12,546 0.58
≡ W - Wayfair Inc. Add 27.67% 403,130 0.74
≡ SCHW - Charles Schwab Corp. Add 34.44% 1,082,455 1.25
≡ UNH - United Health Group Inc. Buy 504,853 4.33
≡ BRK.A - Berkshire Hathaway CL A Reduce 61.31% 366 3.42
≡ AMZN - Amazon.com Inc. Reduce 26.90% 304,600 1.02
≡ J - Jacobs Solutions Inc. Reduce 25.90% 525,680 1.43
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 24.34% 235,947 0.90
≡ GOOG - Alphabet Inc. CL C Reduce 16.53% 710,080 1.42
≡ PROSF - Prosus NV Reduce 15.23% 269,943 0.65
≡ MA - Mastercard Inc. Reduce 13.59% 95,285 0.79
≡ FWONA - Liberty Media Corp Formula One Series A Reduce 11.92% 5,896 0.01
≡ ACOPF - a2 Milk Company Ltd. Reduce 4.78% 523,783 0.18
≡ CNSWF - Constellation Software Inc. Reduce 4.17% 8,320 0.26
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 3.32% 122,667 0.11
≡ META - Meta Platforms Inc. Reduce 2.79% 23,332 0.13
Q4  2019
≡ BRK.B - Berkshire Hathaway CL B Add 13.65% 67,349 0.40
≡ W - Wayfair Inc. Add 39.90% 415,546 0.98
≡ PROSF - Prosus NV Add 210.14% 1,201,259 2.34
≡ ANET - Arista Networks Inc. Buy 627,157 3.34
≡ ERFSF - Eurofins Scientific SE Buy 232,437 3.37
≡ AMZN - Amazon.com Inc. Reduce 28.22% 445,160 1.08
≡ BRK.A - Berkshire Hathaway CL A Reduce 20.93% 158 1.41
≡ KMX - CarMax Inc. Reduce 20.34% 724,080 1.66
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 18.72% 851,924 1.02
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 11.18% 121,962 0.40
≡ MLSPF - Melrose Industries PLC Reduce 7.80% 2,953,287 0.25
≡ BKNG - Booking Holdings Inc. Reduce 7.36% 4,706 0.25
≡ GOOG - Alphabet Inc. CL C Reduce 6.06% 276,900 0.48
≡ J - Jacobs Solutions Inc. Reduce 4.35% 92,243 0.22
≡ MHK - Mohawk Industries Sell 100.00% 512,559 1.75
≡ NPSNY - Naspers Ltd Sell 100.00% 571,639 2.38
Q3  2019
≡ RYCEF - Rolls Royce Holdings plc Add 33.56% 4,190,137 1.12
≡ PROSF - Prosus NV Buy 571,639 1.15
≡ W - Wayfair Inc. Buy 1,041,526 3.21
≡ MA - Mastercard Inc. Reduce 34.88% 375,559 2.81
≡ CNSWF - Constellation Software Inc. Reduce 29.42% 83,200 2.29
≡ BRK.B - Berkshire Hathaway CL B Reduce 2.95% 15,000 0.09
Q2  2019
≡ AMZN - Amazon.com Inc. Reduce 13.26% 241,060 0.63
≡ KMX - CarMax Inc. Reduce 12.30% 499,161 1.19
≡ BRK.B - Berkshire Hathaway CL B Reduce 1.64% 8,500 0.05
Q1  2019
≡ LBRDA - Liberty Broadband Corp. CL A Reduce 11.88% 57,043 0.15
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 11.88% 147,146 0.39
≡ GOOG - Alphabet Inc. CL C Reduce 10.33% 526,680 0.88
≡ KMX - CarMax Inc. Reduce 7.62% 335,027 0.67
≡ RYCEF - Rolls Royce Holdings plc Reduce 5.64% 745,935 0.25
≡ BRK.B - Berkshire Hathaway CL B Reduce 5.48% 30,000 0.17
≡ MA - Mastercard Inc. Reduce 2.55% 28,200 0.19
≡ TJX - TJX Companies Inc. Sell 100.00% 119,499 0.16
≡ VOPKF - Koninklijke Vopak N.V. Sell 100.00% 1,712,746 2.35
≡ EA - Electronic Arts Sell 100.00% 1,328,304 3.17
Q4  2018
≡ BRK.B - Berkshire Hathaway CL B Add 73.84% 232,343 1.43
≡ MLSPF - Melrose Industries PLC Buy 37,857,351 2.39
≡ ACOPF - a2 Milk Company Ltd. Buy 10,957,493 2.41
≡ EA - Electronic Arts Buy 1,328,304 3.17
≡ TJX - TJX Companies Inc. Reduce 94.61% 2,097,627 2.81
≡ BRK.A - Berkshire Hathaway CL A Reduce 28.44% 300 2.77
≡ GOOG - Alphabet Inc. CL C Reduce 11.51% 663,180 1.04
≡ AMZN - Amazon.com Inc. Reduce 10.01% 202,200 0.46
≡ HCXLF - Hiscox Ltd. Reduce 8.02% 363,435 0.23
≡ VOPKF - Koninklijke Vopak N.V. Reduce 6.85% 126,030 0.17
≡ MA - Mastercard Inc. Reduce 5.79% 67,933 0.39
≡ FWONA - Liberty Media Corp Formula One Series A Reduce 1.02% 512 0.00