Sequoia Fund·CIK 728014
50
Positions
$9.1B
Portfolio Value
26
Quarters tracked
Q1 2018
Latest filing
Portfolio Allocation — Q2 2017
Portfolio Value Over Time
| ▲ +1.2% |
| 3 | PCLN | 3.03% | $327,863,000 | ▲ +0.9% |
| 4 | GOOGL | 3.86% | $417,795,000 | ▲ +0.9% |
| 5 | V | 2.22% | $240,065,000 | ▲ +0.8% |
| 6 | CACC | 2.57% | $277,648,000 | ▲ +0.7% |
| 7 | WAT | 3.04% | $328,888,000 | ▲ +0.6% |
| 8 | GOOG | 3.72% | $401,969,000 | ▲ +0.6% |
| 9 | KMX | 5.92% | $640,022,000 | ▲ +0.5% |
| 10 | IACXXXX | 1.15% | $124,425,000 | ▲ +0.3% |
| 11 | SPSC | 0.30% | $32,467,000 | NEW |
| 12 | XRAY | 5.31% | $573,827,000 | ▲ +0.2% |
| 13 | JD | 1.09% | $117,660,000 | ▲ +0.2% |
| 14 | SCHW | 3.26% | $352,903,000 | ▲ +0.1% |
| 15 | JXXXX | 2.62% | $283,131,000 | ▲ +0.1% |
| 16 | TRUP | 0.37% | $40,179,000 | ▲ +0.1% |
| 17 | MHK | 2.94% | $317,303,000 | ▲ +0.1% |
| 18 | TOL | 0.10% | $10,668,000 | ▲ +0% |