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Ruane Cunniff (Sequoia)
asset managervalue
Portfolio Value
$6.0B
Positions
50
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $608.9M | 2.1M | 10.1% | |
| $455.5M | 5.4M | 7.6% | |
| $443.1M | 4.7M | 7.4% | |
| $415.1M | 2.6M | 6.9% | |
| $408.4M | 1.2M | 6.8% | |
| $406.3M | 1.4M | 6.7% | |
| $368.1M | 2.0M | 6.1% | |
SUNBELT RE | $357.2M | 5.5M | 5.9% |
| $291.2M | 1.8M | 4.8% | |
| $286.7M | 2.4M | 4.8% | |
| $272.6M | 950.4K | 4.5% | |
| $206.8M | 1.2M | 3.4% | |
| $197.1M | 728.4K | 3.3% | |
ACCENTURE | $184.1M | 928.2K | 3.1% |
ICON PLC | $180.9M | 1.6M | 3.0% |
| $177.3M | 3.4M | 2.9% | |
| $148.7M | 310.4K | 2.5% | |
| $128.4M | 749.9K | 2.1% | |
| $115.1M | 201.1K | 1.9% | |
| $79.0M | 110 | 1.3% | |
| $61.9M | 146.2K | 1.0% | |
| $58.5M | 1.2M | 1.0% | |
LIBERTY ME | $56.5M | 723.8K | 0.9% |
AMENTUM HO | $42.3M | 1.6M | 0.7% |
| $32.9M | 152.6K | 0.5% | |
GCI LIBERT | $18.9M | 506.7K | 0.3% |
| $11.2M | 223.8K | 0.2% | |
GCI LIBERT | $4.7M | 127.5K | 0.1% |
| $1.5M | 40.5K | 0.0% | |
| $1.3M | 4.0K | 0.0% | |
| $882K | 2.7K | 0.0% | |
| $800K | 6.3K | 0.0% | |
| $778K | 8.1K | 0.0% | |
| $746K | 3.0K | 0.0% | |
| $730K | 2.2K | 0.0% | |
| $518K | 6.0K | 0.0% | |
| $456K | 5.9K | 0.0% | |
KASPI KZ J | $302K | 4.1K | 0.0% |
COPA HOLDI | $290K | 2.6K | 0.0% |
| $282K | 932 | 0.0% | |
| $273K | 737 | 0.0% | |
| $260K | 2.2K | 0.0% | |
| $244K | 961 | 0.0% | |
| $233K | 1.0K | 0.0% | |
SINCLAIR I | $232K | 18.0K | 0.0% |
| $226K | 531 | 0.0% | |
SMITH DOUG | $185K | 14.5K | 0.0% |
STELLANTIS | $178K | 25.1K | 0.0% |
ATAIBECKLE | $149K | 42.1K | 0.0% |
| $116K | 35.3K | 0.0% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $6.0B | 50 | View on EDGAR |
| 2025-12-31 | 2026-02-13 | $6.4B | 48 | View on EDGAR |
| 2025-09-30 | 2025-11-14 | $6.0B | 47 | View on EDGAR |
| 2025-06-30 | 2025-08-14 | $5.8B | 43 | View on EDGAR |
| 2025-03-31 | 2025-05-15 | $5.5B | 38 | View on EDGAR |
| 2024-12-31 | 2025-02-14 | $5.9B | 39 | View on EDGAR |
| 2024-09-30 | 2024-11-14 | $6.4B | 37 | View on EDGAR |
| 2024-06-30 | 2024-08-14 | $6.4B | 37 | View on EDGAR |