Ruane Cunniff - Sequoia Fund – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Ruane Cunniff - Sequoia Fund during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| ICLR | 631,186 | $182.22 | Increased | 0.11% | 3.16% | $115.01M | 2025 Q4 |
| MSA | 672,227 | $160.14 | Buy | 100.00% | 2.96% | $107.65M | 2025 Q4 |
| ACN | 352,334 | $268.3 | Buy | 100.00% | 2.60% | $94.53M | 2025 Q4 |
| ALGN | 454,963 | $156.15 | Buy | 100.00% | 1.95% | $71.04M | 2025 Q4 |
| RYCEY | 1,148,165 | $15.72 | Buy | 100.00% | 0.50% | $18.05M | 2025 Q4 |
| GLIBK | 181,122 | $37.21 | Increased | 55.14% | 0.19% | $6.74M | 2025 Q4 |
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