Value
Ruane Cunniff (Sequoia)
Ruane Cunniff (Sequoia)’s reported long US-listed equity holdings as of Q1 2026, from their Form 13F filing with the SEC.
13F value
$6.03B
reported long US equity
Positions
50
US-listed holdings
New this quarter
4
2 exited
Reporting period
Q1 2026
vs Q4 2025
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | $608.9M | 10.1% | 2.1M | Reduced |
| 2 | FWONKLIBERTY MEDIA CORP DEL | $455.5M | 7.6% | 5.4M | Reduced |
| 3 | SCHWSCHWAB CHARLES CORP | $443.1M | 7.4% | 4.7M | Reduced |
| 4 | ICEINTERCONTINENTAL EXCHANGE IN | $415.1M | 6.9% | 2.6M | Reduced |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $408.4M | 6.8% | 1.2M | Reduced |
| 6 | ELVELEVANCE HEALTH INC FORMERLY | $406.3M | 6.7% | 1.4M | Reduced |
| 7 | COFCAPITAL ONE FINL CORP | $368.1M | 6.1% | 2.0M | Reduced |
| 8 | SUNBSUNBELT RENTALS HOLDINGS INC | $357.2M | 5.9% | 5.5M | New |
| 9 | MSAMSA SAFETY INC | $291.2M | 4.8% | 1.8M | Reduced |
| 10 | ZTSZOETIS INC | $286.7M | 4.8% | 2.4M | New |
| 11 | GOOGALPHABET INC | $272.6M | 4.5% | 950.4K | Reduced |
| 12 | ALGNALIGN TECHNOLOGY INC | $206.8M | 3.4% | 1.2M | Reduced |
| 13 | UNHUNITEDHEALTH GROUP INC | $197.1M | 3.3% | 728.4K | Reduced |
| 14 | ACCENTURE PLC IRELAND | $184.1M | 3.1% | 928.2K | Reduced |
| 15 | ICON PLC | $180.9M | 3.0% | 1.6M | Reduced |
| 16 | TECHBIO-TECHNE CORP | $177.3M | 2.9% | 3.4M | Added |
| 17 | BRK.BBERKSHIRE HATHAWAY INC DEL | $148.7M | 2.5% | 310.4K | Reduced |
| 18 | SAP SE | $128.4M | 2.1% | 749.9K | Added |
| 19 | METAMETA PLATFORMS INC | $115.1M | 1.9% | 201.1K | Reduced |
| 20 | BERKSHIRE HATHAWAY INC DEL | $79.0M | 1.3% | 110 | Reduced |
| 21 | CACCCREDIT ACCEP CORP MICH | $61.9M | 1.0% | 146.2K | Reduced |
| 22 | LBRDKLIBERTY BROADBAND CORP | $58.5M | 1.0% | 1.2M | Reduced |
| 23 | LIBERTY MEDIA CORP DEL | $56.5M | 0.9% | 723.8K | Reduced |
| 24 | AMTMAMENTUM HOLDINGS INC | $42.3M | 0.7% | 1.6M | Reduced |
| 25 | CHTRCHARTER COMMUNICATIONS INC | $32.9M | 0.5% | 152.6K | Reduced |
| 26 | GCI LIBERTY INC | $18.9M | 0.3% | 506.7K | Reduced |
| 27 | LIBERTY BROADBAND CORP | $11.2M | 0.2% | 223.8K | Reduced |
| 28 | GLIBAGCI LIBERTY INC | $4.7M | 0.1% | 127.5K | Reduced |
| 29 | EQHEQUITABLE HLDGS INC | $1.5M | 0.0% | 40.5K | Reduced |
| 30 | GPIGROUP 1 AUTOMOTIVE INC | $1.3M | 0.0% | 4.0K | Added |
| 31 | VANGUARD INDEX FDS | $881,586 | 0.0% | 2.7K | Added |
| 32 | JJACOBS SOLUTIONS INC | $800,337 | 0.0% | 6.3K | Reduced |
| 33 | NFLXNETFLIX INC. | $777,950 | 0.0% | 8.1K | Added |
| 34 | LADLITHIA MTRS INC | $746,163 | 0.0% | 3.0K | Reduced |
| 35 | MUMICRON TECHNOLOGY INC | $730,410 | 0.0% | 2.2K | — |
| 36 | GMEDGLOBUS MED INC | $517,649 | 0.0% | 6.0K | New |
| 37 | VANGUARD STAR FDS | $455,874 | 0.0% | 5.9K | Added |
| 38 | KASPI KZ JSC | $302,428 | 0.0% | 4.1K | Reduced |
| 39 | COPA HOLDINGS SA | $290,274 | 0.0% | 2.6K | — |
| 40 | AXPAMERICAN EXPRESS CO | $281,911 | 0.0% | 932 | — |
| 41 | MSFTMICROSOFT CORP | $272,815 | 0.0% | 737 | Added |
| 42 | DGDOLLAR GEN CORP | $259,781 | 0.0% | 2.2K | Added |
| 43 | AAPLAPPLE INC | $243,892 | 0.0% | 961 | Added |
| 44 | FERGFERGUSON ENTERPRISES INC | $233,260 | 0.0% | 1.0K | — |
| 45 | SBGISINCLAIR INC | $232,389 | 0.0% | 18.0K | — |
| 46 | SPGIS&P GLOBAL INC | $225,856 | 0.0% | 531 | — |
| 47 | SDHCSMITH DOUGLAS HOMES CORP | $185,472 | 0.0% | 14.5K | Added |
| 48 | STELLANTIS N.V | $177,782 | 0.0% | 25.1K | Reduced |
| 49 | ATAIBECKLEY INC | $149,076 | 0.0% | 42.1K | New |
| 50 | RMNIRIMINI STR INC DEL | $115,669 | 0.0% | 35.3K | Reduced |
Sold out (Q1 2026)
INVESCO EXCHANGE TRADED FD T, VANGUARD INTL EQUITY INDEX F
From Ruane Cunniff (Sequoia)’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q1 2026, not today. Not investment advice.