Ruane Cunniff & Goldfarb (Sequoia) just filed its Q2 2026 13F. ๐ Managed by John Harris ยท $6.4B across 54 holdings ๐ข Bought: $ROP, $ICLR, $SAP, $SDHC +6 more ๐ด Sold: $TSM, $ZTS, $GOOGL, $ICE +27 more
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Ruane Cunniff & Goldfarb (Sequoia) 13F