Sequoia Fund·CIK 728014
65
Positions
$8.8B
Portfolio Value
26
Quarters tracked
Q1 2018
Latest filing
Portfolio Allocation — Q1 2017
Portfolio Value Over Time
| NEW |
| 3 | CACC | 1.82% | $192,454,000 | NEW |
| 4 | AMZN | 3.69% | $391,067,000 | ▲ +0.5% |
| 5 | JD | 0.88% | $93,330,000 | ▲ +0.5% |
| 6 | COF | 1.32% | $140,373,000 | ▲ +0.3% |
| 7 | WAT | 2.46% | $260,912,000 | ▲ +0.3% |
| 8 | CMG | 2.17% | $229,848,000 | ▲ +0.3% |
| 9 | BLDR | 0.76% | $80,586,000 | ▲ +0.2% |
| 10 | BIDU | 4.30% | $456,260,000 | ▲ +0.2% |
| 11 | XRAY | 5.14% | $544,554,000 | ▲ +0.2% |
| 12 | GOOGL | 3.01% | $319,620,000 | ▲ +0.1% |
| 13 | IACXXXX | 0.84% | $88,853,000 | ▲ +0.1% |
| 14 | W | 0.20% | $20,874,000 | ▲ +0.1% |
| 15 | DHR | 1.34% | $142,375,000 | ▲ +0.1% |
| 16 | GOOG | 3.15% | $334,461,000 | ▲ +0.1% |
| 17 | SIG | 0.04% | $4,692,000 | ▲ +0% |
| 18 | IRS | 0.11% | $11,397,000 | ▲ +0% |
| 19 | CRESY | 0.12% | $12,381,000 | ▲ +0% |
| 20 | OMC | 1.74% | $184,760,000 | ▲ +0% |
| 21 | PM | 0.00% | $226,000 | NEW |
| 22 | DIS | 0.00% | $213,000 | NEW |
| 23 | CET | 0.00% | $205,000 | NEW |