Ruane Cunniff & Goldfarb (Sequoia) (John Harris) latest 13F portfolio: 54 holdings worth $6.4B as of Q2 2026.
Backtested since 2020: mirroring Ruane Cunniff & Goldfarb (Sequoia)'s reported 13F equity holdings each quarter would have returned +124.6% versus +182.3%for the S&P 500 (+13.6% annualized). See the Performance tab for the full equity curve.
Investor: John Harris
Number of Assets: 54
Reporting Period: Q2 - 2026
Holdings at Report: $6,427,481,573
Return $ Since Report: +$190,944,336
Return % Since Report: +2.97%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Accenture PLC (ACN) | Equity | -2.84% | 901,848 | 1.75% | $124.44 | $181.29 | $112,225,965 | $163,496,024 | +$51,270,059 | +45.68% |
| American Express Company (AXP) | Equity | 0% | 932 | 0.00% | $338.25 | $311.56 | $315,249 | $290,374 | -$24,875 | -7.89% |
| Equitable Holdings Inc. (EQH) | Equity | -0.37% | 40,310 | 0.03% | $43.88 | $53.95 | $1,768,803 | $2,174,725 | +$405,922 | +22.95% |
| Jacobs Solutions Inc. (J) | Equity | -0.70% | 6,244 | 0.01% | $126.00 | $143.40 | $786,744 | $895,390 | +$108,646 | +13.81% |
| Alphabet Inc. (GOOGL) | Equity | -5.83% | 1,994,274 | 11.09% | $357.37 | $349.54 | $712,693,699 | $697,078,534 | -$15,615,165 | -2.19% |
| Amentum Holdings Inc. (AMTM) | Equity | -66.90% | 537,213 | 0.17% | $20.67 | $19.60 | $11,104,193 | $10,529,375 | -$574,818 | -5.18% |
| Elevance Health Inc. (ELV) | Equity | -29.42% | 979,598 | 5.89% | $386.73 | $410.95 | $378,839,935 | $402,565,798 | +$23,725,863 | +6.26% |
| Roper Technologies Inc. (ROP) | Equity | +100% | 674,902 | 3.55% | $338.39 | $372.74 | $228,380,088 | $251,562,971 | +$23,182,883 | +10.15% |
| The Charles Schwab Corp. (SCHW) | Equity | -3.04% | 4,571,355 | 6.56% | $92.27 | $105.25 | $421,798,926 | $481,135,114 | +$59,336,188 | +14.07% |
| Smith Douglas Homes Corp. (SDHC) | Equity | +88.23% | 27,275 | 0.01% | $15.54 | $10.04 | $423,854 | $273,841 | -$150,013 | -35.39% |
| Vanguard Total Stock Market Index Fund ETF Shares (VTI) | Equity | +8.19% | 2,973 | 0.02% | $370.04 | $375.43 | $1,100,129 | $1,116,153 | +$16,024 | +1.46% |
| Alphabet Inc. (GOOG) | Equity | -2.69% | 924,866 | 5.08% | $353.33 | $344.41 | $326,782,926 | $318,533,099 | -$8,249,827 | -2.52% |
| Apple Inc. (AAPL) | Equity | 0% | 961 | 0.00% | $289.36 | $336.13 | $278,075 | $323,021 | +$44,946 | +16.16% |
| Copa Holdings S.A. (CPA) | Equity | 0% | 2,555 | 0.01% | $155.57 | $131.73 | $397,481 | $336,570 | -$60,911 | -15.32% |
| Dollar General Corp. (DG) | Equity | 0% | 2,188 | 0.00% | $115.11 | $122.41 | $251,861 | $267,833 | +$15,972 | +6.34% |
| Align Technology Inc. (ALGN) | Equity | -2.91% | 1,171,455 | 3.07% | $168.66 | $147.61 | $197,577,600 | $172,918,473 | -$24,659,127 | -12.48% |
| Berkshire Hathaway Inc. (BRK-B) | Equity | -3.13% | 300,672 | 2.34% | $500.39 | $509.77 | $150,453,262 | $153,273,565 | +$2,820,303 | +1.87% |
| Capital One Financial Corp. (COF) | Equity | -3.06% | 1,956,084 | 6.11% | $200.62 | $202.43 | $392,429,572 | $395,970,084 | +$3,540,512 | +0.90% |
| Intercontinental Exchange Inc. (ICE) | Equity | -2.98% | 2,560,747 | 4.90% | $123.11 | $155.47 | $315,253,563 | $398,119,336 | +$82,865,773 | +26.29% |
| GCI Liberty INC (GLIBA) | Equity | -77.92% | 28,162 | 0.01% | $21.90 | $24.12 | $616,748 | $679,267 | +$62,519 | +10.14% |
| Formula One Group (FWONA) | Equity | -3.89% | 695,720 | 0.95% | $87.54 | $85.74 | $60,903,329 | $59,651,033 | -$1,252,296 | -2.06% |
| Meta Platforms Inc. (META) | Equity | -23.29% | 154,291 | 1.35% | $563.29 | $665.75 | $86,910,577 | $102,719,233 | +$15,808,656 | +18.19% |
| Berkshire Hathaway Inc. (BRK-A) | Equity | -6.36% | 103 | 1.20% | $748,850.00 | $763,600.00 | $77,131,550 | $78,650,800 | +$1,519,250 | +1.97% |
| Charter Communications Inc. (CHTR) | Equity | -98.98% | 1,556 | 0.00% | $142.21 | $128.17 | $221,279 | $199,433 | -$21,846 | -9.87% |
| Credit Acceptance Corp. (CACC) | Equity | -96.39% | 5,279 | 0.05% | $636.74 | $578.29 | $3,361,350 | $3,052,793 | -$308,557 | -9.18% |
| Globus Medical Inc. (GMED) | Equity | 0% | 6,008 | 0.01% | $79.01 | $74.08 | $474,692 | $445,073 | -$29,619 | -6.24% |
| Bank Of America Corp. (BAC) | Equity | +100% | 3,625 | 0.00% | $56.98 | $57.73 | $206,553 | $209,271 | +$2,718 | +1.32% |
| Bio-Techne Corp. (TECH) | Equity | -1.27% | 3,348,841 | 3.68% | $70.65 | $72.37 | $236,595,617 | $242,355,623 | +$5,760,006 | +2.43% |
| Ferguson Enterprises Inc. (FERG) | Equity | 0% | 1,000 | 0.00% | $237.33 | $214.43 | $237,330 | $214,430 | -$22,900 | -9.65% |
| Group 1 Automotive Inc. (GPI) | Equity | +21.70% | 4,884 | 0.02% | $291.17 | $246.42 | $1,422,074 | $1,203,515 | -$218,559 | -15.37% |
| Joint Stock Company Kaspi.Kz (KSPI) | Equity | -3.65% | 3,934 | 0.01% | $86.64 | $97.53 | $340,842 | $383,683 | +$42,841 | +12.57% |
| Rimini Street Inc. (RMNI) | Equity | -4.53% | 33,666 | 0.00% | $4.26 | $4.38 | $143,417 | $147,457 | +$4,040 | +2.82% |
| SAP SE (SAP) | Equity | +64.89% | 1,236,546 | 2.96% | $154.11 | $209.45 | $190,564,104 | $258,994,560 | +$68,430,456 | +35.91% |
| Hilton Grand Vacations Inc. (HGV) | Equity | +100% | 4,189 | 0.00% | $52.37 | $35.59 | $219,378 | $149,087 | -$70,291 | -32.04% |
| Formula One Group (FWONK) | Equity | -2.50% | 5,223,453 | 7.73% | $95.14 | $94.54 | $496,959,318 | $493,825,247 | -$3,134,071 | -0.63% |
| Micron Technology Inc. (MU) | Equity | 0% | 2,162 | 0.04% | $1,154.29 | $1,015.80 | $2,495,575 | $2,196,160 | -$299,415 | -12.00% |
| Netflix Inc. (NFLX) | Equity | 0% | 8,091 | 0.01% | $71.40 | $71.79 | $577,697 | $580,853 | +$3,156 | +0.55% |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | Equity | -2.95% | 1,172,725 | 8.71% | $477.57 | $434.67 | $560,058,278 | $509,748,376 | -$50,309,902 | -8.98% |
| Icon Public Limited Company (ICLR) | Equity | +25.30% | 2,048,087 | 5.54% | $173.71 | $164.11 | $355,773,193 | $336,111,558 | -$19,661,635 | -5.53% |
| Lithia Motors Inc. (LAD) | Equity | -1.84% | 2,933 | 0.01% | $290.49 | $316.27 | $852,007 | $927,620 | +$75,613 | +8.87% |
| Microsoft Corp. (MSFT) | Equity | 0% | 737 | 0.00% | $373.02 | $493.78 | $274,916 | $363,916 | +$89,000 | +32.37% |
| Sinc.Lair Inc. (SBGI) | Equity | 0% | 17,959 | 0.00% | $14.25 | $13.08 | $255,916 | $234,904 | -$21,012 | -8.21% |
| Stellantis N.V. (STLA) | Equity | 0% | 25,075 | 0.00% | $5.74 | $4.82 | $143,931 | $120,862 | -$23,070 | -16.03% |
| UnitedHealth Group Inc. (UNH) | Equity | -3.14% | 705,554 | 4.56% | $415.63 | $376.90 | $293,249,409 | $265,923,303 | -$27,326,106 | -9.32% |
| Ataibeckley INC (ATAI) | Equity | 0% | 42,112 | 0.00% | $5.27 | $7.35 | $221,930 | $309,523 | +$87,593 | +39.47% |
| GCI Liberty INC (GLIBK) | Equity | -77.48% | 114,119 | 0.04% | $21.56 | $23.79 | $2,460,406 | $2,714,891 | +$254,485 | +10.34% |
| S&P Global Inc. (SPGI) | Equity | 0% | 531 | 0.00% | $407.26 | $405.32 | $216,255 | $215,225 | -$1,030 | -0.48% |
| Vanguard Total World Stock Index Fund ETF Shares (VT) | Equity | +100% | 1,426 | 0.00% | $156.95 | $158.55 | $223,811 | $226,092 | +$2,281 | +1.02% |
| Zoetis Inc. (ZTS) | Equity | -2.96% | 2,353,300 | 2.63% | $71.86 | $71.40 | $169,108,138 | $168,025,620 | -$1,082,518 | -0.64% |
| MSA Safety Incorporated (MSA) | Equity | -3.09% | 1,721,415 | 4.68% | $174.58 | $179.66 | $300,524,631 | $309,269,419 | +$8,744,788 | +2.91% |
| Sunbelt Rentals Holdings INC (SUNB) | Equity | -22.36% | 4,261,163 | 4.96% | $74.81 | $73.59 | $318,777,604 | $313,578,985 | -$5,198,619 | -1.63% |
| Vanguard Total International Stock Index Fund ETF Shares (VXUS) | Equity | +8.59% | 6,420 | 0.01% | $85.49 | $85.88 | $548,846 | $551,350 | +$2,504 | +0.46% |
| Liberty Broadband Corp. (LBRDA) | Equity | -66.95% | 73,945 | 0.04% | $33.28 | $35.99 | $2,460,890 | $2,661,281 | +$200,391 | +8.14% |
| Liberty Broadband Corp. (LBRDK) | Equity | -73.93% | 303,309 | 0.16% | $33.26 | $36.02 | $10,088,057 | $10,925,190 | +$837,133 | +8.30% |