Value
Ruane Cunniff (Sequoia)
Ruane Cunniff (Sequoia)’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$6.43B
reported long US equity
Positions
54
US-listed holdings
New this quarter
4
0 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | $712.7M | 11.1% | 2.0M | Reduced |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $560.1M | 8.7% | 1.2M | Reduced |
| 3 | FWONKLIBERTY MEDIA CORP DEL | $497.0M | 7.7% | 5.2M | Reduced |
| 4 | SCHWSCHWAB CHARLES CORP | $421.8M | 6.6% | 4.6M | Reduced |
| 5 | COFCAPITAL ONE FINL CORP | $392.4M | 6.1% | 2.0M | Reduced |
| 6 | ELVELEVANCE HEALTH INC FORMERLY | $378.8M | 5.9% | 979.6K | Reduced |
| 7 | ICON PUB LTD CO | $355.8M | 5.5% | 2.0M | Added |
| 8 | GOOGALPHABET INC | $326.8M | 5.1% | 924.9K | Reduced |
| 9 | SUNBSUNBELT RENTALS HOLDINGS INC | $318.8M | 5.0% | 4.3M | Reduced |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | $315.3M | 4.9% | 2.6M | Reduced |
| 11 | MSAMSA SAFETY INC | $300.5M | 4.7% | 1.7M | Reduced |
| 12 | UNHUNITEDHEALTH GROUP INC | $293.2M | 4.6% | 705.6K | Reduced |
| 13 | TECHBIO-TECHNE CORP | $236.6M | 3.7% | 3.3M | Reduced |
| 14 | ROPROPER TECHNOLOGIES INC | $228.4M | 3.6% | 674.9K | New |
| 15 | ALGNALIGN TECHNOLOGY INC | $197.6M | 3.1% | 1.2M | Reduced |
| 16 | SAP SE | $190.6M | 3.0% | 1.2M | Added |
| 17 | ZTSZOETIS INC | $169.1M | 2.6% | 2.4M | Reduced |
| 18 | BRK.BBERKSHIRE HATHAWAY INC DEL | $150.5M | 2.3% | 300.7K | Reduced |
| 19 | ACCENTURE PLC IRELAND | $112.2M | 1.7% | 901.8K | Reduced |
| 20 | METAMETA PLATFORMS INC | $86.9M | 1.4% | 154.3K | Reduced |
| 21 | BERKSHIRE HATHAWAY INC DEL | $77.1M | 1.2% | 103 | Reduced |
| 22 | LIBERTY MEDIA CORP DEL | $60.9M | 0.9% | 695.7K | Reduced |
| 23 | AMTMAMENTUM HOLDINGS INC | $11.1M | 0.2% | 537.2K | Reduced |
| 24 | LBRDKLIBERTY BROADBAND CORP | $10.1M | 0.2% | 303.3K | Reduced |
| 25 | CACCCREDIT ACCEP CORP MICH | $3.4M | 0.1% | 5.3K | Reduced |
| 26 | MUMICRON TECHNOLOGY INC | $2.5M | 0.0% | 2.2K | — |
| 27 | LIBERTY BROADBAND CORP | $2.5M | 0.0% | 73.9K | Reduced |
| 28 | LIBERTY CAP CORP | $2.5M | 0.0% | 114.1K | Reduced |
| 29 | EQHEQUITABLE HLDGS INC | $1.8M | 0.0% | 40.3K | Reduced |
| 30 | GPIGROUP 1 AUTOMOTIVE INC | $1.4M | 0.0% | 4.9K | Added |
| 31 | VANGUARD INDEX FDS | $1.1M | 0.0% | 3.0K | Added |
| 32 | LADLITHIA MTRS INC | $852,007 | 0.0% | 2.9K | Reduced |
| 33 | JJACOBS SOLUTIONS INC | $786,744 | 0.0% | 6.2K | Reduced |
| 34 | GLIBALIBERTY CAP CORP | $616,748 | 0.0% | 28.2K | Reduced |
| 35 | NFLXNETFLIX INC. | $577,697 | 0.0% | 8.1K | — |
| 36 | VANGUARD STAR FDS | $548,846 | 0.0% | 6.4K | Added |
| 37 | GMEDGLOBUS MED INC | $474,692 | 0.0% | 6.0K | — |
| 38 | SDHCSMITH DOUGLAS HOMES CORP | $423,854 | 0.0% | 27.3K | Added |
| 39 | COPA HOLDINGS SA | $397,481 | 0.0% | 2.6K | — |
| 40 | KASPI KZ JSC | $340,842 | 0.0% | 3.9K | Reduced |
| 41 | AXPAMERICAN EXPRESS CO | $315,249 | 0.0% | 932 | — |
| 42 | AAPLAPPLE INC | $278,075 | 0.0% | 961 | — |
| 43 | MSFTMICROSOFT CORP | $274,916 | 0.0% | 737 | — |
| 44 | SBGISINCLAIR INC | $255,916 | 0.0% | 18.0K | — |
| 45 | DGDOLLAR GEN CORP | $251,861 | 0.0% | 2.2K | — |
| 46 | FERGFERGUSON ENTERPRISES INC | $237,330 | 0.0% | 1.0K | — |
| 47 | VANGUARD INTL EQUITY INDEX F | $223,811 | 0.0% | 1.4K | New |
| 48 | ATAIBECKLEY INC | $221,930 | 0.0% | 42.1K | — |
| 49 | CHTRCHARTER COMMUNICATIONS INC | $221,279 | 0.0% | 1.6K | Reduced |
| 50 | HGVHILTON GRAND VACATIONS INC | $219,378 | 0.0% | 4.2K | New |
| 51 | SPGIS&P GLOBAL INC | $216,255 | 0.0% | 531 | — |
| 52 | BACBANK OF AMER CORP | $206,553 | 0.0% | 3.6K | New |
| 53 | STELLANTIS N.V | $143,931 | 0.0% | 25.1K | — |
| 54 | RMNIRIMINI STR INC DEL | $143,417 | 0.0% | 33.7K | Reduced |
Do they hold anything you hold?
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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 Q2 2026, not today. Not investment advice.