EPISODE · Jan 30, 2026 · 10 MIN
Ruane Cunniff & the Sequoia Fund: Long-Term Investing Done Right
from PortfolioCasts | Investor Portfolio Podcasts · host PortfolioCasts
Ruane Cunniff’s Sequoia Fund is a textbook example of focused, long-term investing built around outstanding businesses.In this episode, we break down the Sequoia Fund portfolio, highlighting key holdings like Alphabet, Meta, Taiwan Semiconductor, Berkshire Hathaway, Charles Schwab, Charter Communications, Liberty Media, and UnitedHealth.A must-listen for investors who believe in patience, conviction, and compounding over decades.
What this episode covers
Ruane Cunniff’s Sequoia Fund is a textbook example of focused, long-term investing built around outstanding businesses.In this episode, we break down the Sequoia Fund portfolio, highlighting key holdings like Alphabet, Meta, Taiwan Semiconductor, Berkshire Hathaway, Charles Schwab, Charter Communications, Liberty Media, and UnitedHealth.A must-listen for investors who believe in patience, conviction, and compounding over decades.
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Ruane Cunniff & the Sequoia Fund: Long-Term Investing Done Right
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