Sequoia Fund·CIK 728014
96
Positions
$9.5B
Portfolio Value
26
Quarters tracked
Q1 2018
Latest filing
Portfolio Allocation — Q1 2016
Portfolio Value Over Time
| ▲ +0.3% |
| 3 | GOOGL | 2.50% | $322,402,000 | ▲ +0.2% |
| 4 | FAST | 7.01% | $902,196,000 | ▲ +1.5% |
| 5 | IACXXXX | 0.44% | $56,740,000 | NEW |
| 6 | JD | 0.36% | $45,925,000 | NEW |
| 7 | CMG | 0.34% | $44,215,000 | NEW |
| 8 | TJX | 9.85% | $1,267,989,000 | ▲ +2.8% |
| 9 | CAB | 0.99% | $127,385,000 | ▲ +0.1% |
| 10 | BRKB | 5.22% | $672,195,000 | ▲ +1.5% |
| 11 | PRGO | 1.45% | $187,032,000 | ▲ +0.3% |
| 12 | AXP | 0.61% | $78,409,000 | ▲ +0.1% |
| 13 | IDXX | 4.67% | $600,572,000 | ▲ +1.3% |
| 14 | WAT | 1.97% | $253,384,000 | ▲ +0.4% |
| 15 | MHK | 3.89% | $500,565,000 | ▲ +1% |
| 16 | PX | 1.54% | $198,427,000 | ▲ +0.5% |
| 17 | V | 1.89% | $242,964,000 | ▲ +0.4% |
| 18 | OMC | 1.74% | $223,607,000 | ▲ +0.5% |
| 19 | TIF | 1.18% | $152,330,000 | ▲ +0.2% |
| 20 | BRKA | 14.24% | $1,832,682,000 | ▲ +3.9% |
| 21 | DWRE | 0.07% | $9,115,000 | NEW |
| 22 | YELP | 0.09% | $11,735,000 | ▲ +0.1% |
| 23 | PRI | 1.00% | $128,360,000 | ▲ +0.2% |
| 24 | TRMB | 0.60% | $76,689,000 | ▲ +0.2% |
| 25 | WMT | 1.05% | $134,882,000 | ▲ +0.3% |
| 26 | OZM | 0.03% | $3,263,000 | NEW |
| 27 | BRO | 0.38% | $48,574,000 | ▲ +0.1% |
| 28 | CNQ | 0.14% | $18,630,000 | ▲ +0.1% |
| 29 | CFX | 0.11% | $14,335,000 | ▲ +0% |
| 30 | FNMA | 0.02% | $2,313,000 | NEW |
| 31 | FMCC | 0.02% | $2,010,000 | NEW |
| 32 | AMG | 0.02% | $2,804,000 | ▲ +0% |
| 33 | JXXXX | 1.93% | $248,816,000 | ▲ +0.5% |
| 34 | DHR | 1.02% | $130,773,000 | ▲ +0.3% |
| 35 | PM | 0.07% | $8,817,000 | ▲ +0% |
| 36 | WWD | 0.00% | $541,000 | NEW |
| 37 | TWX | 0.09% | $11,193,000 | ▲ +0% |
| 38 | MDT | 0.00% | $292,000 | NEW |