Sequoia Fund Portfolio — Ruane Cunniff & Goldfarb SEC 13F Live | 세쿼이아 펀드 포트폴리오 실시간 추적
Track Sequoia Fund — the only fund Buffett ever recommended. SEC 13F holdings.
버핏이 추천한 유일한 펀드, 세쿼이아의 SEC 13F 포트폴리오.
About Sequoia Fund | 세쿼이아 펀드 소개
The only fund Buffett ever recommended to his clients; half a century of concentrated value.
버핏이 1969년 고객들에게 추천한 유일한 펀드. 반세기 넘게 집중 가치투자를 이어오고 있습니다.
Sequoia Fund's Top 15 Holdings | 세쿼이아 펀드 Top 보유 종목
Based on the latest SEC 13F filing, Sequoia Fund holds a total of 54 stocks through Ruane Cunniff & Goldfarb.
최신 SEC 13F 공시 기준, Ruane Cunniff & Goldfarb를 통해 총 54개 종목을 보유하고 있습니다.
- GOOGL — 11.09% of portfolio
- TSM — 8.71% of portfolio
- FWONK — 7.73% of portfolio
- SCHW — 6.56% of portfolio
- COF — 6.11% of portfolio
- ELV — 5.89% of portfolio
- ICLR — 5.54% of portfolio
- GOOG — 5.08% of portfolio
- SUNB — 4.96% of portfolio
- ICE — 4.9% of portfolio
- MSA — 4.68% of portfolio
- UNH — 4.56% of portfolio
- TECH — 3.68% of portfolio
- ROP — 3.55% of portfolio
- ALGN — 3.07% of portfolio
What You Can Track on This Page | 세쿼이아 펀드 페이지 상세 정보
- Complete SEC 13F holdings updated quarterly | 최신 SEC 13F 공시 기반 전체 보유 종목
- Trade history: new buys, additions, sells, and liquidations | 분기별 매매 내역(신규 매수, 추가 매수, 매도, 청산)
- Sector allocation and portfolio concentration analysis | 포트폴리오 섹터 비중 분석
- Assets Under Management (AUM) trend | AUM(운용자산) 변화 추이
- Compare with other legendary investors | 다른 월가 전설 투자자와의 포트폴리오 비교
Top 20 Most-Held Stocks by Legendary Investors | 월가 전설들이 가장 많이 보유한 종목
- 알파벳 (GOOGL) — 32 legendary investors hold this stock
- 메타 (META) — 32 legendary investors hold this stock
- 아마존 (AMZN) — 30 legendary investors hold this stock
- TSMC (TSM) — 28 legendary investors hold this stock
- 마이크로소프트 (MSFT) — 27 legendary investors hold this stock
- 알파벳C (GOOG) — 26 legendary investors hold this stock
- 비자 (V) — 24 legendary investors hold this stock
- 엔비디아 (NVDA) — 23 legendary investors hold this stock
- 애플 (AAPL) — 22 legendary investors hold this stock
- 캐피털원 (COF) — 21 legendary investors hold this stock
- ASML HOLDING N V (ASML) — 20 legendary investors hold this stock
- AMD (AMD) — 19 legendary investors hold this stock
- 브로드컴 (AVGO) — 19 legendary investors hold this stock
- 버크셔 해서웨이 (BRK-B) — 19 legendary investors hold this stock
- 마스터카드 (MA) — 19 legendary investors hold this stock
- 스노우플레이크 (SNOW) — 19 legendary investors hold this stock
- S&P 글로벌 (SPGI) — 19 legendary investors hold this stock
- 우버 (UBER) — 19 legendary investors hold this stock
- 앱러빈 (APP) — 18 legendary investors hold this stock
- 램리서치 (LRCX) — 18 legendary investors hold this stock