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Ruane, Cunniff & Goldfarb (Sequoia) · Quality
13F for Q2 2026 · filed Aug 14, 2026View on SEC
Largest trades by estimated dollar size vs Q1 2026
Q2 2026 vs Q1 2026
You're seeing 16 of 54 positions. Create a free account to see every buy and sell.
Alphabet Inc
Portfolio
11.09%
Shares
2.12M → 1.99M
Since Q-end
-19.6%
Taiwan Semiconductor Manufac
Portfolio
8.71%
Shares
1.21M → 1.17M
Since Q-end
-17.0%
Liberty Media Corp Del
Portfolio
7.73%
Shares
5.36M → 5.22M
Since Q-end
+14.5%
Schwab Charles Corp
Portfolio
6.56%
Shares
4.71M → 4.57M
Since Q-end
+0.8%
Capital One Finl Corp
Portfolio
6.11%
Shares
2.02M → 1.96M
Since Q-end
-2.4%
Elevance Health Inc Formerly
Portfolio
5.89%
Shares
1.39M → 979.6K
Since Q-end
+11.1%
Icon PUB Ltd Co
Portfolio
5.54%
Shares
1.63M → 2.05M
Since Q-end
+17.8%
Alphabet Inc
Portfolio
5.08%
Shares
950.4K → 924.9K
Since Q-end
-19.4%
Sunbelt Rentals Holdings Inc
Portfolio
4.96%
Shares
5.49M → 4.26M
Since Q-end
+8.8%
Intercontinental Exchange IN
Portfolio
4.90%
Shares
2.64M → 2.56M
Since Q-end
+43.3%
Roper Technologies Inc
Portfolio
3.55%
Shares
0 → 674.9K
Since Q-end
+40.2%
SAP SE
Portfolio
2.96%
Shares
749.9K → 1.24M
Since Q-end
+51.7%
Liberty Broadband Corp
Portfolio
0.16%
Shares
1.16M → 303.3K
Since Q-end
+8.3%
Credit Accep Corp Mich
Portfolio
0.05%
Shares
146.2K → 5,279
Since Q-end
-19.1%
Group 1 Automotive Inc
Portfolio
0.02%
Shares
4,013 → 4,884
Since Q-end
-9.3%
Vanguard Intl Equity Index F
Portfolio
0.00%
Shares
0 → 1,426
Since Q-end
-1.3%
38 more positions are hidden. It's free to see them all.
Source: SEC Form 13F-HR (CIK 0001720792). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.