Ruane Cunniff LP

Concentrated long-only investment in mainly U.S. mid- and large-cap companies with durable businesses and attractive prices.0 published ideas

Ruane Cunniff manages the Sequoia Strategy, a concentrated long-only portfolio with a history exceeding five decades. Its stated philosophy is to hold a focused group of high-quality businesses purchased at reasonable prices over the long term. The October 2026 Sequoia ETF conversion created a portfolio of approximately $6.6 billion, rather than reporting total manager-wide assets.

www.ruanecunniff.com ↗

Ideas from Ruane Cunniff LP

No published ideas from this fund yet.