Ruane Cunniff - Sequoia Fund

History Stock Activity ▼ Share change % change to portfolio
Q2  2021
≡ ACOPF - a2 Milk Company Ltd. Sell 100.00% 9,775,221 1.26
Q1  2021
≡ TSM - Taiwan Semiconductor S.A. Reduce 14.82% 360,966 0.93
≡ ERFSF - Eurofins Scientific SE Reduce 16.87% 381,213 0.79
≡ ACOPF - a2 Milk Company Ltd. Reduce 19.76% 2,407,231 0.31
≡ W - Wayfair Inc. Reduce 25.72% 158,080 1.08
≡ ANET - Arista Networks Inc. Reduce 29.35% 208,760 1.37
≡ BRK.B - Berkshire Hathaway CL B Reduce 44.20% 196,711 1.09
≡ MA - Mastercard Inc. Reduce 45.81% 206,768 1.60
≡ HCXLF - Hiscox Ltd. Reduce 46.68% 1,510,381 0.39
Q4  2020
≡ META - Meta Platforms Inc. Reduce 3.34% 27,110 0.17
≡ SCHW - Charles Schwab Corp. Reduce 6.51% 227,293 0.28
≡ MA - Mastercard Inc. Reduce 6.67% 32,241 0.27
≡ J - Jacobs Solutions Inc. Reduce 8.02% 120,321 0.31
≡ BRK.B - Berkshire Hathaway CL B Reduce 10.52% 52,300 0.29
≡ VIVEF - Vivendi Universal S.A. Reduce 10.75% 648,604 0.49
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 12.10% 88,529 0.33
≡ CNSWF - Constellation Software Inc. Reduce 19.36% 34,481 1.06
≡ W - Wayfair Inc. Reduce 24.68% 201,350 1.07
≡ HCXLF - Hiscox Ltd. Reduce 46.16% 2,773,833 0.89
≡ GOOG - Alphabet Inc. CL C Reduce 63.50% 1,770,020 3.65
≡ MLSPF - Melrose Industries PLC Sell 100.00% 37,078,372 1.42
Q3  2020
≡ ACOPF - a2 Milk Company Ltd. Reduce 0.19% 20,237 0.01
≡ ANET - Arista Networks Inc. Reduce 0.19% 1,383 0.01
≡ CNSWF - Constellation Software Inc. Reduce 0.19% 346 0.01
≡ DIS - Walt Disney Co. Reduce 0.19% 1,940 0.01
≡ ERFSF - Eurofins Scientific SE Reduce 0.19% 452 0.01
≡ GOOG - Alphabet Inc. CL C Reduce 0.19% 5,420 0.01
≡ J - Jacobs Solutions Inc. Reduce 0.19% 2,917 0.01
≡ KMX - CarMax Inc. Reduce 0.19% 4,627 0.01
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 0.19% 1,423 0.01
≡ MA - Mastercard Inc. Reduce 0.19% 940 0.01
≡ META - Meta Platforms Inc. Reduce 0.19% 1,579 0.01
≡ PROSF - Prosus NV Reduce 0.19% 2,915 0.01
≡ SCHW - Charles Schwab Corp. Reduce 0.19% 6,791 0.01
≡ TSM - Taiwan Semiconductor S.A. Reduce 0.19% 4,734 0.01
≡ LBRDA - Liberty Broadband Corp. CL A Reduce 0.19% 821 0.00
≡ RYCEF - Rolls Royce Holdings plc Reduce 0.19% 35,492 0.00
≡ FWONA - Liberty Media Corp Formula One Series A Reduce 0.20% 85 0.00
≡ BRK.B - Berkshire Hathaway CL B Reduce 0.27% 1,340 0.01
≡ VIVEF - Vivendi Universal S.A. Reduce 4.39% 277,180 0.20
≡ GOOGL - Alphabet Inc. Reduce 20.49% 515,480 0.97
≡ W - Wayfair Inc. Reduce 21.84% 228,016 1.70
≡ AMZN - Amazon.com Inc. Sell 100.00% 827,420 3.21
Q2  2020
≡ 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
≡ CNSWF - Constellation Software Inc. Reduce 6.69% 12,803 0.41
≡ GOOGL - Alphabet Inc. Reduce 12.45% 357,980 0.72
≡ BRK.B - Berkshire Hathaway CL B Reduce 13.59% 78,411 0.39
≡ SCHW - Charles Schwab Corp. Reduce 17.18% 726,055 0.69
≡ MA - Mastercard Inc. Reduce 20.01% 121,190 1.01
≡ GOOG - Alphabet Inc. CL C Reduce 22.08% 791,540 1.58
≡ KMX - CarMax Inc. Reduce 27.46% 902,659 2.28
≡ W - Wayfair Inc. Reduce 43.88% 816,231 4.54
≡ BRK.A - Berkshire Hathaway CL A Reduce 44.59% 103 0.77
≡ BKNG - Booking Holdings Inc. Sell 100.00% 71,748 3.32
Q1  2020
≡ META - Meta Platforms Inc. Reduce 2.79% 23,332 0.13
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 3.32% 122,667 0.11
≡ CNSWF - Constellation Software Inc. Reduce 4.17% 8,320 0.26
≡ ACOPF - a2 Milk Company Ltd. Reduce 4.78% 523,783 0.18
≡ FWONA - Liberty Media Corp Formula One Series A Reduce 11.92% 5,896 0.01
≡ MA - Mastercard Inc. Reduce 13.59% 95,285 0.79
≡ PROSF - Prosus NV Reduce 15.23% 269,943 0.65
≡ GOOG - Alphabet Inc. CL C Reduce 16.53% 710,080 1.42
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 24.34% 235,947 0.90
≡ J - Jacobs Solutions Inc. Reduce 25.90% 525,680 1.43
≡ AMZN - Amazon.com Inc. Reduce 26.90% 304,600 1.02
≡ BRK.A - Berkshire Hathaway CL A Reduce 61.31% 366 3.42
Q4  2019
≡ J - Jacobs Solutions Inc. Reduce 4.35% 92,243 0.22
≡ GOOG - Alphabet Inc. CL C Reduce 6.06% 276,900 0.48
≡ BKNG - Booking Holdings Inc. Reduce 7.36% 4,706 0.25
≡ MLSPF - Melrose Industries PLC Reduce 7.80% 2,953,287 0.25
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 11.18% 121,962 0.40
≡ FWONK - Liberty Media Corp Formula One Series C Reduce 18.72% 851,924 1.02
≡ KMX - CarMax Inc. Reduce 20.34% 724,080 1.66
≡ BRK.A - Berkshire Hathaway CL A Reduce 20.93% 158 1.41
≡ AMZN - Amazon.com Inc. Reduce 28.22% 445,160 1.08
≡ NPSNY - Naspers Ltd Sell 100.00% 571,639 2.38
≡ MHK - Mohawk Industries Sell 100.00% 512,559 1.75
Q3  2019
≡ BRK.B - Berkshire Hathaway CL B Reduce 2.95% 15,000 0.09
≡ CNSWF - Constellation Software Inc. Reduce 29.42% 83,200 2.29
≡ MA - Mastercard Inc. Reduce 34.88% 375,559 2.81
Q2  2019
≡ BRK.B - Berkshire Hathaway CL B Reduce 1.64% 8,500 0.05
≡ KMX - CarMax Inc. Reduce 12.30% 499,161 1.19
≡ AMZN - Amazon.com Inc. Reduce 13.26% 241,060 0.63
Q1  2019
≡ MA - Mastercard Inc. Reduce 2.55% 28,200 0.19
≡ BRK.B - Berkshire Hathaway CL B Reduce 5.48% 30,000 0.17
≡ RYCEF - Rolls Royce Holdings plc Reduce 5.64% 745,935 0.25
≡ KMX - CarMax Inc. Reduce 7.62% 335,027 0.67
≡ GOOG - Alphabet Inc. CL C Reduce 10.33% 526,680 0.88