N-PORT filing recap · March 2026
What did Sequoia Fund buy in March 2026?
Reported stock-position changes between this filing and the previous one.
Stock value
$3.25B
Positions
33
Estimated turnover
22.1%
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.
Period in review
Sequoia Fund opened new positions in Sunbelt Rentals Holdings, Zoetis, and Bio-Techne during March. It exited Ashtead Group entirely and trimmed Rolls-Royce Holdings, Taiwan Semiconductor Manufacturing, and Meta Platforms. The fund also added to Universal Music Group and increased its Sap SE stake sharply, while substantially reducing Credit Acceptance Corp and Liberty Broadband Corporation.