Ruane, Cunniff & Goldfarb (Sequoia) 13F, Q1 2026
Ruane Cunniff · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1720792
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
The 25 largest of 50 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| ALPHABET INC | GOOGL | $608.95M | 10.1% | -3% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $455.47M | 7.6% | -2% shares |
| SCHWAB CHARLES CORP | SCHW | $443.10M | 7.3% | -16% shares |
| INTERCONTINENTAL EXCHANGE IN | ICE | $415.12M | 6.9% | -2% shares |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $408.39M | 6.8% | -15% shares |
| ELEVANCE HEALTH INC FORMERLY | ELV | $406.33M | 6.7% | -2% shares |
| CAPITAL ONE FINL CORP | COF | $368.11M | 6.1% | -2% shares |
| SUNBELT RENTALS HOLDINGS INC | SUNB | $357.23M | 5.9% | new |
| MSA SAFETY INC | MSA | $291.22M | 4.8% | unchanged |
| ZOETIS INC | ZTS | $286.66M | 4.8% | new |
| ALPHABET INC | GOOG | $272.63M | 4.5% | -17% shares |
| ALIGN TECHNOLOGY INC | ALGN | $206.84M | 3.4% | unchanged |
| UNITEDHEALTH GROUP INC | UNH | $197.10M | 3.3% | -2% shares |
| ACCENTURE PLC IRELAND | $184.05M | 3.0% | unchanged | |
| ICON PLC | $180.89M | 3.0% | -3% shares | |
| BIO-TECHNE CORP | TECH | $177.27M | 2.9% | +131% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $148.74M | 2.5% | unchanged |
| SAP SE | SAP | $128.39M | 2.1% | +1533% shares |
| META PLATFORMS INC | META | $115.08M | 1.9% | -16% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $79.00M | 1.3% | -4% shares |
| CREDIT ACCEP CORP MICH | CACC | $61.91M | 1.0% | -73% shares |
| LIBERTY BROADBAND CORP | LBRDK | $58.52M | 1.0% | -37% shares |
| LIBERTY MEDIA CORP DEL | FWONA | $56.52M | 0.9% | -2% shares |
| AMENTUM HOLDINGS INC | AMTM | $42.33M | 0.7% | -32% shares |
| CHARTER COMMUNICATIONS INC | CHTR | $32.94M | 0.6% | -58% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Ruane, Cunniff & Goldfarb (Sequoia) opened 4 new positions, added to 9, trimmed 23, left 14 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000919574-26-003132, filed by Ruane, Cunniff & Goldfarb L.P.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.