What this manager has argued in its own public filings, claim by claim. Each claim was checked against the document it came from and reviewed by a person before it appeared here. Follow any claim to the filing on sec.gov and read it yourself.
Each claim is the view as filed on its date, not a current recommendation, and a 13F holding is what was reported at that quarter’s end, not a position held today.
Ruane added to Capital One in the second quarter of 2023 during periods of price weakness.
Written by the manager, in the filing
“We added opportunistically to Charles Schwab, Capital One, Elevance and Liberty Broadband during periods of price weakness.”
Ruane increased Sequoia's investment in Intercontinental Exchange in the second quarter of 2022.
Written by the manager, in the filing
“increased our investment in Intercontinental Exchange”
Ruane made minor additions to Sequoia's Netflix holding in the second quarter of 2022.
Written by the manager, in the filing
“We also made minor additions to our holdings in Netflix and Wayfair.”
Ruane added to Charles Schwab in the second quarter of 2023 during periods of price weakness.
Written by the manager, in the filing
“We added opportunistically to Charles Schwab, Capital One, Elevance and Liberty Broadband during periods of price weakness.”