N-PORT filing recap · March 2022

What did Sequoia Fund buy in March 2022?

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

Stock value

$4.04B

Positions

Estimated turnover

11.3%

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.

Increased positions

METAMeta Platforms, Inc.$217.03Mreported value+61.7K shares+6.8%UMGUniversal Music Group NV$204.58Mreported value+340.1K shares+4.7%NFLXNetflix, Inc.$182.20Mreported value+217.3K shares+80.8%WWayfair Inc.$129.53Mreported value+89.9K shares+8.3%

Reduced positions

UNHUnitedHealth Group Incorporated$318.02Mreported value-30.7K shares-4.7%FWONKLiberty Media Corporation$252.72Mreported value-166.7K shares-4.4%TSMTaiwan Semiconductor Manufacturing$242.33Mreported value-120.3K shares-4.9%SCHWSchwab Charles Corp$236.90Mreported value-135.0K shares

Exited positions

PRXProsus N.v.$165.22Mprior reported value-1.97M shares-100.0%DISWalt Disney Co/$152.57Mprior reported value-985.0K shares-100.0%