# Ruane, Cunniff & Goldfarb (Sequoia): Q2 2026 13F holdings

John Harris and Arman Gökgöl-Kline’s Ruane, Cunniff & Goldfarb (Sequoia): $6.4bn in 49 US holdings at Q2 2026, with buys and sells.

In Q2 2026, Ruane, Cunniff & Goldfarb (Sequoia) held 49 US-listed stocks worth $6.4bn. Its biggest move was buying Roper Technologies (now 3.5% of the portfolio), followed by adding to Icon (25% more shares, now 5.5%). It started 4 new positions and sold out of 0. Its largest holding is Alphabet at 16%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/1720792/000091957426005176/0000919574-26-005176-index.htm)). $6.4bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Alphabet (GOOG) | $1.0bn | 16.2% | Trimmed -4.9% | 14.6% |
| Taiwan Semiconductor Manufacturing (TSM) | $560m | 8.7% | Trimmed -3.0% | 6.8% |
| Liberty Media (FWONA) | $558m | 8.7% | Trimmed -2.7% | 8.5% |
| Charles Schwab (SCHW) | $422m | 6.6% | Trimmed -3.0% | 7.3% |
| Capital One Financial (COF) | $392m | 6.1% | Trimmed -3.1% | 6.1% |
| Elevance Health (ELV) | $379m | 5.9% | Trimmed -29% | 6.7% |
| Icon (ICLR) | $356m | 5.5% | Added +25% | 3.0% |
| Sunbelt Rentals Holdings (SUNB) | $319m | 5.0% | Trimmed -22% | 5.9% |
| Intercontinental Exchange (ICE) | $315m | 4.9% | Trimmed -3.0% | 6.9% |
| MSA Safety (MSA) | $301m | 4.7% | Trimmed -3.1% | 4.8% |
| UnitedHealth Group (UNH) | $293m | 4.6% | Trimmed -3.1% | 3.3% |
| Bio-Techne (TECH) | $237m | 3.7% | Trimmed -1.3% | 2.9% |
| Roper Technologies (ROP) | $228m | 3.5% | New | – |
| Berkshire Hathaway (BRK.B) | $228m | 3.5% | Trimmed -3.1% | 3.8% |
| Align Technology (ALGN) | $198m | 3.1% | Trimmed -2.9% | 3.4% |
| SAP (SAP) | $191m | 3.0% | Added +65% | 2.1% |
| Zoetis (ZTS) | $169m | 2.6% | Trimmed -3.0% | 4.8% |
| Accenture (ACN) | $112m | 1.8% | Trimmed -2.8% | 3.0% |
| Meta Platforms (META) | $86.9m | 1.4% | Trimmed -23% | 1.9% |
| Liberty Broadband (8L8C) | $12.5m | 0.2% | Trimmed -73% | 1.2% |
| Amentum Holdings (AMTM) | $11.1m | 0.2% | Trimmed -67% | 0.7% |
| Credit Acceptance (CACC) | $3.4m | 0.1% | Trimmed -96% | 1.0% |
| Gci Liberty (GLIBA) | $3.1m | 0.1% | Trimmed -78% | 0.4% |
| Micron Technology (MU) | $2.5m | 0.0% | Unchanged | 0.0% |
| Equitable Holdings (EQH) | $1.8m | 0.0% | Trimmed -0.4% | 0.0% |
| Group 1 Automotive (GPI) | $1.4m | 0.0% | Added +22% | 0.0% |
| Vanguard Index Fds (VOO) | $1.1m | 0.0% | Added +8.2% | 0.0% |
| Lithia Motors (LAD) | $852k | 0.0% | Trimmed -1.8% | 0.0% |
| Jacobs Solutions (J) | $787k | 0.0% | Trimmed -0.7% | 0.0% |
| Netflix (NFLX) | $578k | 0.0% | Unchanged | 0.0% |
| Vanguard Star Fds (VXUS) | $549k | 0.0% | Added +8.6% | 0.0% |
| Globus Medical (GMED) | $475k | 0.0% | Unchanged | 0.0% |
| Smith Douglas Homes (SDHC) | $424k | 0.0% | Added +88% | 0.0% |
| Copa Holdings (CPA) | $397k | 0.0% | Unchanged | 0.0% |
| Kaspi Kz Jsc (KSPI) | $341k | 0.0% | Trimmed -3.6% | 0.0% |
| American Express (AXP) | $315k | 0.0% | Unchanged | 0.0% |
| Apple (AAPL) | $278k | 0.0% | Unchanged | 0.0% |
| Microsoft (MSFT) | $275k | 0.0% | Unchanged | 0.0% |
| Sinclair (SBGI) | $256k | 0.0% | Unchanged | 0.0% |
| Dollar General (DG) | $252k | 0.0% | Unchanged | 0.0% |
| Ferguson Enterprises (FERG) | $237k | 0.0% | Unchanged | 0.0% |
| Vanguard International Equity Index F (VT) | $224k | 0.0% | New | – |
| Ataibeckley (ATAI) | $222k | 0.0% | Unchanged | 0.0% |
| Charter Communications (CHTR) | $221k | 0.0% | Trimmed -99% | 0.6% |
| Hilton Grand Vacations (HGV) | $219k | 0.0% | New | – |
| S&P Global (SPGI) | $216k | 0.0% | Unchanged | 0.0% |
| Bank of America (BAC) | $207k | 0.0% | New | – |
| Stellantis (STLA) | $144k | 0.0% | Unchanged | 0.0% |
| Rimini Street (RMNI) | $143k | 0.0% | Trimmed -4.5% | 0.0% |

## Sequoia Fund (as at 2026-06-30)

| Company | Country | Fund weight | Change |
| --- | --- | --- | --- |
| Rolls-Royce Holdings (RR.) | GB | 13.0% | Unchanged |
| Alphabet (GOOGL) | US | 9.2% | Trimmed -6.1% |
| Liberty Media Corp-Liberty For (FWONK) | US | 7.3% | Unchanged |
| Universal Music Group (UMG) | NL | 6.7% | Added +11% |
| Eurofins Scientific (ERF) | LU | 6.3% | Unchanged |
| Taiwan Semiconductor Manufacturing (TSM) | TW | 5.4% | Unchanged |
| Capital One Financial (COF) | US | 4.6% | Unchanged |
| Constellation Software (CSU) | CA | 4.3% | Unchanged |
| Charles Schwab (SCHW) | US | 4.3% | Unchanged |
| Icon (ICLR) | IE | 4.2% | Added +39% |
| SAP (SAP) | DE | 4.2% | Added +27% |
| Elevance Health (ELV) | US | 4.1% | Trimmed -27% |
| Intercontinental Exchange (ICE) | US | 3.5% | Unchanged |
| Sunbelt Rentals Holdings (SUNB) | US | 3.4% | Trimmed -25% |
| MSA Safety (MSA) | US | 3.3% | Unchanged |
| UnitedHealth Group (UNH) | US | 3.2% | Unchanged |
| Bio-Techne (TECH) | US | 2.7% | Added +6.3% |
| Align Technology (ALGN) | US | 2.1% | Unchanged |
| Zoetis (ZTS) | US | 1.8% | Unchanged |
| Accenture (ACN) | IE | 1.2% | Unchanged |
| Berkshire Hathaway (BRK.B) | US | 1.1% | Unchanged |
| null |  | – | Sold out |
| null |  | – | Sold out |
| null |  | – | Sold out |
| null |  | – | Sold out |
| null |  | – | Sold out |
| null |  | – | Sold out |
| null |  | – | Sold out |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/ruane-cunniff-goldfarb-sequoia). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.