Sequoia Fund·CIK 728014
46
Positions
$10.3B
Portfolio Value
26
Quarters tracked
Q1 2018
Latest filing
Portfolio Allocation — Q4 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKA | 8.98% | $1,095,466,000 |
| AMZN |
7.51% |
| $916,569,000 |
| GOOGL | 7.26% | $886,173,000 |
| GOOG | 7.06% | $860,970,000 |
| XRAY | 4.78% | $582,653,000 |
| TJX | 4.75% | $579,527,000 |
| FWONKXXXX | 4.12% | $502,462,000 |
| SCHW | 3.50% | $426,836,000 |
| KMX | 3.49% | $425,280,000 |
| BRKB | 3.30% | $402,679,000 |
| WFC | 3.30% | $402,388,000 |
| MHK | 3.10% | $377,655,000 |
| JXXXX | 3.07% | $374,134,000 |
| CACC | 2.84% | $346,233,000 |
| V | 2.70% | $329,423,000 |
| PCLN | 2.48% | $302,183,000 |
| OMC | 2.28% | $278,332,000 |
| JD | 2.25% | $274,375,000 |
| WAT | 1.80% | $219,446,000 |
| COF | 1.31% | $159,428,000 |
| PRI | 0.84% | $102,326,000 |
| IACXXXX | 0.80% | $98,060,000 |
| W | 0.76% | $93,260,000 |
| BLDR | 0.73% | $89,500,000 |
| SBGI | 0.42% | $51,665,000 |
| CMG | 0.34% | $41,810,000 |
| SPSC | 0.32% | $38,655,000 |
| IRS | 0.14% | $16,902,000 |
| CRESY | 0.11% | $13,627,000 |
| EXPD | 0.06% | $7,073,000 |
| FWONAXXXX | 0.03% | $3,951,000 |
| UNP | 0.03% | $3,154,000 |
| PG | 0.02% | $2,816,000 |
| WST | 0.02% | $2,537,000 |
| EIX | 0.02% | $2,192,000 |
| KO | 0.02% | $2,116,000 |
| AXP | 0.01% | $1,366,000 |
| AEP | 0.01% | $1,059,000 |
| PGR | 0.01% | $989,000 |
| FMS | 0.00% | $535,000 |
| RYAAY | 0.00% | $525,000 |
| TRMB | 0.00% | $496,000 |
| LII | 0.00% | $381,000 |
| IDXX | 0.00% | $370,000 |
| FAST | 0.00% | $356,000 |
| WMT | 0.00% | $204,000 |