Fund · Ruane Cunniff
Ruane Cunniff (Sequoia)
The Sequoia Fund. Buffett's original recommendation.
Copying every 13F the day after it was filed returned 13.3% a year, against 14.9% for SPY over the same 8.4 years and 34 quarters, since May 2018. Clone score 45 of 100: Coin flip.
| Manager | Ruane Cunniff |
| Clone score | 45 / 100 |
| Verdict | Coin flip |
| Copy, a year | 13.3% |
| SPY, a year | 14.9% |
| Edge, a year | −1.5% |
| Latest quarter | Q2 2026 |
| Filed | 14 Aug 2026 |
| 13F value | $6.4B |
| Positions | 54 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 11.1% | $713M | TRIM |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.7% | $560M | TRIM |
| FWONK | LIBERTY MEDIA CORP DEL | 7.7% | $497M | TRIM |
| SCHW | SCHWAB CHARLES CORP | 6.6% | $422M | TRIM |
| COF | CAPITAL ONE FINL CORP | 6.1% | $392M | TRIM |
| ELV | ELEVANCE HEALTH INC FORMERLY | 5.9% | $379M | TRIM |
| ICLR | ICON PUB LTD CO | 5.5% | $356M | ADD |
| GOOG | ALPHABET INC | 5.1% | $327M | TRIM |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 5.0% | $319M | TRIM |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4.9% | $315M | TRIM |
| MSA | MSA SAFETY INC | 4.7% | $301M | TRIM |
| UNH | UNITEDHEALTH GROUP INC | 4.6% | $293M | TRIM |
| TECH | BIO-TECHNE CORP | 3.7% | $237M | TRIM |
| ROP | ROPER TECHNOLOGIES INC | 3.6% | $228M | NEW |
| ALGN | ALIGN TECHNOLOGY INC | 3.1% | $198M | TRIM |