Ruane Cunniff
Sequoia Fund (Ruane, Cunniff & Goldfarb) · Focuses on strong companies with a lasting competitive edge
Top 5 holdings: GOOGL 11.1%, TSM 8.7%, FWONK 7.7%, SCHW 6.6%, COF 6.1%
Holdings in or near the buy zone today
From stocks Ruane Cunniff holds · latest close
Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated
Trades in Q2 2026
Compared with the previous quarter's report
All holdings
Weight = value of that stock ÷ total value of US stocks in the report
ICON PUB LTD CO · shares +25%
ACCENTURE PLC IRELAND
Portfolio value over time
Each quarter per the 13F report (value at quarter end)
Latest $6.4B
| Quarter | GOOGL | TSM | FWONK | SCHW | COF |
|---|---|---|---|---|---|
| Q2 2026 | 11.1% | 8.7% | 7.7% | 6.6% | 6.1% |
| Q1 2026 | 10.1% | 6.8% | 7.6% | 7.4% | 6.1% |
| Q4 2025 | 10.6% | 6.7% | 8.4% | 8.7% | 7.8% |
| Q3 2025 | 9.5% | 8.7% | 9.6% | 10.0% | 7.4% |
| Q2 2025 | 7.1% | 7.4% | 10.1% | 10.3% | 7.7% |
| Q1 2025 | 6.7% | 5.6% | 9.4% | 9.6% | 6.9% |
Sector breakdown
Other whales
13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice