Ruane Cunniff
Ruane, Cunniff & Goldfarb (Sequoia) · SEC CIK 1720792
The Sequoia tradition: quality at a sensible price.
This filing is 67 days old. Ruane, Cunniff & Goldfarb (Sequoia) keeps roughly 96% of its positions in a typical quarter, so about 97% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 54 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| ALPHABET INC | GOOGL | $712.69M | 11.1% | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $560.06M | 8.7% | |
| LIBERTY MEDIA CORP DEL | FWONK | $496.96M | 7.7% | |
| SCHWAB CHARLES CORP | SCHW | $421.80M | 6.6% | |
| CAPITAL ONE FINL CORP | COF | $392.43M | 6.1% | |
| ELEVANCE HEALTH INC FORMERLY | ELV | $378.84M | 5.9% | |
| ICON PUB LTD CO | $355.77M | 5.5% | n/a | |
| ALPHABET INC | GOOG | $326.78M | 5.1% | |
| SUNBELT RENTALS HOLDINGS INC | SUNB | $318.78M | 5.0% | |
| INTERCONTINENTAL EXCHANGE IN | ICE | $315.25M | 4.9% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest new position was ROP, now $228.38M; the largest trim was GOOGL (shares down 6%). All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Exited since Q1 2026
None of the previous quarter's 40 largest positions disappeared from the latest filing.
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Ruane Cunniff's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Ruane, Cunniff & Goldfarb (Sequoia) are GOOGL (11.1% of the book), TSM (8.7% of the book), FWONK (7.7% of the book).
How big is Ruane, Cunniff & Goldfarb (Sequoia)'s portfolio?
The latest 13F reports $6.43B across 54 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Ruane Cunniff still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Ruane, Cunniff & Goldfarb (Sequoia)'s own filing history, the fund keeps roughly 96% of positions in a typical quarter, so at 67 days since the period end roughly 97% of this book is likely intact. The snapshot half-life for this fund is about 1559 days.
What did Ruane Cunniff buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest new position was ROP, now $228.38M; the largest trim was GOOGL (shares down 6%). All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Ruane, Cunniff & Goldfarb (Sequoia), quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.