LBRDB - Tracking Ruane Cunniff & Goldfarb's Portfolio - Q4 2023 Update
2024-03-20 22:08:42 ET
Summary
- Ruane, Cunniff & Goldfarb's 13F portfolio value increased to $6.26B with 33 holdings.
- Top three positions are Intercontinental Exchange, Alphabet, and Charles Schwab.
- Sequoia Fund, managed by the firm, had a bad year in 2022 but outperformed the S&P 500 in 2023.
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 2/14/2024. 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 Q3 2023....
Tracking Ruane, Cunniff, & Goldfarb's Portfolio - Q4 2023 Update