META - Tracking Ruane Cunniff & Goldfarb's Portfolio - Q1 2024 Update

2024-06-24 21:00:03 ET

Summary

• Ruane, Cunniff, & Goldfarb's 13F portfolio value increased from $6.26B to $6.44B this quarter.
• Sequoia Fund has a track record of 13.32% annualized return since 1970.
• Significant stake decreases include Intercontinental Exchange, Alphabet, Charles Schwab, Elevance Health, UnitedHealth, Taiwan Semi, and Liberty Media Corp.

This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 5/15/2024. Please visit our Tracking Ruane, Cunniff, & Goldfarb’s Portfolio article for an idea on their investment philosophy and our previous update for the moves during Q4 2023....

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