Sequoia Fund·CIK 728014
92
Positions
$10.6B
Portfolio Value
26
Quarters tracked
Q1 2018
Latest filing
Portfolio Allocation — Q4 2016
Portfolio Value Over Time
| NEW |
| 3 | AMZN | 3.15% | $335,571,000 | NEW |
| 4 | KMX | 6.08% | $647,271,000 | ▲ +3.1% |
| 5 | GS | 1.61% | $171,340,000 | NEW |
| 6 | WUBA | 1.38% | $146,959,000 | NEW |
| 7 | COF | 0.98% | $104,688,000 | NEW |
| 8 | EME | 0.92% | $98,425,000 | NEW |
| 9 | COST | 0.66% | $70,474,000 | NEW |
| 10 | JPMWS | 0.58% | $61,978,000 | NEW |
| 11 | NBIS | 0.51% | $54,419,000 | NEW |
| 12 | SCHW | 3.13% | $332,633,000 | ▲ +0.5% |
| 13 | MMYT | 0.50% | $53,519,000 | NEW |
| 14 | WFC | 2.70% | $287,290,000 | ▲ +0.4% |
| 15 | JPM | 0.41% | $43,948,000 | NEW |
| 16 | XRAY | 4.94% | $525,500,000 | ▲ +0.4% |
| 17 | IBKR | 0.34% | $36,580,000 | NEW |
| 18 | TPRE | 0.33% | $34,987,000 | NEW |
| 19 | GOOGL | 2.89% | $307,119,000 | ▲ +0.3% |
| 20 | ATHN | 0.30% | $31,778,000 | NEW |
| 21 | TRUP | 0.26% | $27,853,000 | NEW |
| 22 | JXXXX | 2.64% | $281,325,000 | ▲ +0.1% |
| 23 | DHI | 0.11% | $11,205,000 | NEW |
| 24 | BLDR | 0.52% | $54,931,000 | ▲ +0.1% |
| 25 | TOL | 0.08% | $8,370,000 | NEW |
| 26 | BRKB | 6.06% | $644,836,000 | ▲ +0.1% |
| 27 | LBTYAXXXX | 0.07% | $6,932,000 | NEW |
| 28 | CHTR | 0.04% | $4,576,000 | NEW |
| 29 | FWONAXXXX | 0.04% | $4,157,000 | NEW |
| 30 | XOM | 0.04% | $4,080,000 | NEW |
| 31 | T | 0.03% | $3,506,000 | NEW |
| 32 | W | 0.13% | $13,347,000 | ▲ +0% |
| 33 | IRS | 0.07% | $7,794,000 | ▲ +0% |
| 34 | IACXXXX | 0.73% | $78,090,000 | ▲ +0% |
| 35 | TIF | 1.50% | $159,602,000 | ▲ +0% |
| 36 | TWX | 0.12% | $12,829,000 | ▲ +0% |
| 37 | ATHM | 0.01% | $1,268,000 | NEW |
| 38 | HDB | 0.01% | $946,000 | NEW |
| 39 | ACGL | 0.01% | $819,000 | NEW |
| 40 | META | 0.01% | $532,000 | NEW |
| 41 | BND | 0.00% | $523,000 | NEW |
| 42 | RYAAY | 0.00% | $435,000 | NEW |
| 43 | BABA | 0.00% | $293,000 | NEW |
| 44 | FWONKXXXX | 0.00% | $280,000 | NEW |
| 45 | BSV | 0.00% | $258,000 | NEW |