Ruane, Cunniff & Goldfarb
Sequoia Fund
Sequoia Fund Portfolio 13F
Sequoia Fund Holdings Activity
- Portfolio value:
- $3.82B≈ (+$111M≈)
- Previous value:
- $3.71B≈
- # of changes:
- 16
- New positions:
- 2
- Reported for:
- 31 Dec 2019 (Q4)
- Latest filing date:
- 25 Feb 2020
Sequoia Fund has disclosed a total of 16 changes to the portfolio in the (2019 Q4) SEC report(s): increased the number of shares of 3, bought 2 totally new, decreased the number of shares of 9 and completely sold out 2 position(s).
What stocks did Sequoia Fund buy in 2019 Q4?
16 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Eurofins Scientific SE
|
new
|
$554.35
|
-85.67%($79.45)
|
3.37%
|
2019 Q4
|
≈ 0.25 years
|
||||
|
|
Arista Networks
|
new
|
$813.60
|
-76.26%($193.12)
|
3.34%
|
2019 Q4
|
≈ 0.25 years
|
||||
|
|
Prosus
|
+210.14%
|
$74.63
|
-41.17%($43.90)
|
3.46%
|
2019 Q3
|
≈ 0.50 years
|
||||
|
|
Wayfair Inc
|
+39.90%
|
$90.37
|
+29.88%($117.37)
|
3.45%
|
2019 Q3
|
≈ 0.50 years
|
||||
|
|
Berkshire Hathaway Inc
|
+13.65%
|
$226.50
|
+127.88%($516.15)
|
3.33%
|
2019 Q3
|
≈ 0.50 years
|
||||
|
|
Jacobs Solutions Inc
|
-4.35%
|
$89.83
|
+58.54%($142.42)
|
4.77%
|
2019 Q3
|
≈ 0.50 years
|
||||
|
|
Alphabet Inc, CL-C
|
-6.06%
|
$66.85
|
+462.23%($375.86)
|
7.52%
|
2019 Q3
|
≈ 0.50 years
|
||||
|
|
Booking Holdings Inc
|
-7.36%
|
$82.15
|
+134.59%($192.71)
|
3.18%
|
2019 Q3
|
≈ 0.50 years
|
||||
|
|
MELROSE INDUSTRIES PLC
|
-7.80%
|
$3.18
|
|
2.91%
|
2019 Q3
|
≈ 0.50 years
|
||||
|
|
Liberty Broadband Srs C
|
-11.18%
|
$125.75
|
-71.79%($35.47)
|
3.19%
|
2019 Q3
|
≈ 0.50 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.