Ruane, Cunniff & Goldfarb (Sequoia) 13F, Q2 2026
Ruane Cunniff · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1720792
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 54 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| ALPHABET INC | GOOGL | $712.69M | 11.1% | -6% shares |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $560.06M | 8.7% | -3% shares |
| LIBERTY MEDIA CORP DEL | FWONK | $496.96M | 7.7% | -3% shares |
| SCHWAB CHARLES CORP | SCHW | $421.80M | 6.6% | -3% shares |
| CAPITAL ONE FINL CORP | COF | $392.43M | 6.1% | -3% shares |
| ELEVANCE HEALTH INC FORMERLY | ELV | $378.84M | 5.9% | -29% shares |
| ICON PUB LTD CO | $355.77M | 5.5% | +25% shares | |
| ALPHABET INC | GOOG | $326.78M | 5.1% | -3% shares |
| SUNBELT RENTALS HOLDINGS INC | SUNB | $318.78M | 5.0% | -22% shares |
| INTERCONTINENTAL EXCHANGE IN | ICE | $315.25M | 4.9% | -3% shares |
| MSA SAFETY INC | MSA | $300.52M | 4.7% | -3% shares |
| UNITEDHEALTH GROUP INC | UNH | $293.25M | 4.6% | -3% shares |
| BIO-TECHNE CORP | TECH | $236.60M | 3.7% | unchanged |
| ROPER TECHNOLOGIES INC | ROP | $228.38M | 3.5% | new |
| ALIGN TECHNOLOGY INC | ALGN | $197.58M | 3.1% | -3% shares |
| SAP SE | SAP | $190.56M | 3.0% | +65% shares |
| ZOETIS INC | ZTS | $169.11M | 2.6% | -3% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $150.45M | 2.3% | -3% shares |
| ACCENTURE PLC IRELAND | $112.23M | 1.8% | -3% shares | |
| META PLATFORMS INC | META | $86.91M | 1.4% | -23% shares |
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $77.13M | 1.2% | -6% shares |
| LIBERTY MEDIA CORP DEL | FWONA | $60.90M | 0.9% | -4% shares |
| AMENTUM HOLDINGS INC | AMTM | $11.10M | 0.2% | -67% shares |
| LIBERTY BROADBAND CORP | LBRDK | $10.09M | 0.2% | -74% shares |
| CREDIT ACCEP CORP MICH | CACC | $3.36M | 0.1% | -96% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Ruane, Cunniff & Goldfarb (Sequoia) opened 4 new positions, added to 6, trimmed 27, left 17 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Exited
Nothing from the previous filing was sold outright.
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0000919574-26-005176, 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.