N-PORT filing recap · September 2019

What did Sequoia Fund buy in September 2019?

Reported stock-position changes between this filing and the previous one.

Stock value

$3.63B

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

KMXCarmax, Inc.$313.25Mreported value+3.56M shares GOOGAlphabet Inc.$278.64Mreported value+228.6K shares BRK.ABerkshire Hathaway Inc$235.43Mreported value+755 shares CSUConstellation Software Inc.$199.35Mreported value+199.6K shares JJacobs Solutions Inc.$194.13Mreported value+2.12M shares MAMastercard Inc$190.38Mreported value+701.1K shares FWONKLiberty Media Corporation$189.31Mreported value+4.55M shares CACCCredit Acceptance Corp$189.24Mreported value+410.2K shares GOOGLAlphabet Inc.$175.50Mreported value+143.7K shares RRRolls-Royce Holdings Plc$162.47Mreported value+16.68M shares METAMeta Platforms, Inc.$149.14Mreported value+837.5K shares AMZNAmazon.com Inc$136.92Mreported value+78.9K shares SCHWSchwab Charles Corp$131.49Mreported value+3.14M shares BKNGBooking Holdings Inc.$125.43Mreported value+63.9K shares VIVVivendi SE$122.77Mreported value+4.47M shares WWayfair Inc.$116.78Mreported value+1.04M shares LBRDKLiberty Broadband Corporation$114.23Mreported value+1.09M shares BRK.BBerkshire Hathaway Inc$102.66Mreported value+493.5K shares MROMelrose Industries Plc$93.84Mreported value+37.86M shares A2MThe A2 Milk Co Ltd$89.93Mreported value+10.96M shares NPNNaspers Limited$86.63Mreported value+571.6K shares HSXHiscox Ltd$85.08Mreported value+4.17M shares MHKMohawk Industries, Inc.$63.59Mreported value+512.6K shares LBRDALiberty Broadband Corporation$44.22Mreported value+423.1K shares PRXProsus N.v.$41.96Mreported value+571.6K shares FWONALiberty Media Corporation$1.96Mreported value+49.5K shares