Sequoia Fund

Sequoia Fund management team

$3.39B

Overview Activity Holdings

AUM

$3.39B

Positions

25

Top Position

RR. 8.4%

Top 10

64%

Activity Summary

2 New positions 3 Decreased

Notable Trades

Largest New

CHTR

Charter Communications, Inc.

$50.71M

Biggest Decrease

TSM

Taiwan Semiconductor Manufacturing Co. Ltd.

-228.0K shares

Portfolio Composition

RR.8.4%

GOOGL7.5%

ICE7.1%

CSU7.1%

SCHW6.5%

FWONK5.8%

Sequoia Fund

Sequoia Fund management team

$3.39B

Overview Activity Holdings

AUM

$3.39B

Positions

25

Top Position

RR. 8.4%

Top 10

64%

Activity Summary

2 New positions 3 Decreased

Notable Trades

Largest New

CHTR

Charter Communications, Inc.

$50.71M

Biggest Decrease

TSM

Taiwan Semiconductor Manufacturing Co. Ltd.

-228.0K shares

Portfolio Composition

RR.8.4%

GOOGL7.5%

ICE7.1%

CSU7.1%

SCHW6.5%

FWONK5.8%

TSM

5.7%

UNH5.6%

UMG5.4%

ELV5.3%

Other (15)35.6%