N-PORT filing recap · March 2024
What did Sequoia Fund buy in March 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$3.33B
Positions
23
Estimated turnover
4.5%
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.
Reduced positions
GOOGLAlphabet Inc.$211.89Mreported value-57.0K shares-3.9%UMGUniversal Music Group NV$183.91Mreported value-736.3K shares-10.7%TSMTaiwan Semiconductor Manufacturing$183.45Mreported value-201.9K shares-13.0%COFCapital One Financial Corp$153.85Mreported value-149.3K shares-12.6%SAPSap SE$138.99Mreported value-339.6K shares-32.2%