Holdings (Monthly)
Guide ↗
Sequoia Fund Inc
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Rolls-Royce Holdings PLC | RR/ | Mar 2026 | 23,376,735 | $350.3M | 10.53% | EC |
| 2 | Alphabet Inc. | GOOGL | Mar 2026 | 991,141 | $285.0M | 8.57% | EC |
| 3 | LIBERTY MEDIA CORP | FWONK | Mar 2026 | 2,739,436 | $232.9M | 7.00% | EC |
| 4 | Eurofins Scientific SE | ERF | Mar 2026 | 2,921,395 | $211.6M | 6.36% | EC |
| 5 | Universal Music Group N.V | UMG | Mar 2026 | 10,387,711 | $199.7M | 6.00% | EC |
| 6 | Intercontinental Exchange Inc | ICE | Mar 2026 | 1,015,750 | $159.8M | 4.80% | EC |
| 7 | The Charles Schwab Corporation | SCHW | Mar 2026 | 1,671,788 | $157.1M | 4.72% | EC |
| 8 | Elevance Health Inc. | ELV | Mar 2026 | 532,467 | $155.9M | 4.69% | EC |
| 9 | Capital One Financial Corp. | COF | Mar 2026 | 826,743 | $150.8M | 4.53% | EC |
| 10 | Constellation Software Inc. | CSU | Mar 2026 | 82,980 | $145.7M | 4.38% | EC |
| 11 | Sunbelt Rentals Holdings Inc. | SUNB | Mar 2026 | 2,179,199 | $141.8M | 4.26% | EC |
| 12 | Taiwan Semiconductor Manufacturing Co., Ltd. | TSM | Mar 2026 | 405,979 | $137.2M | 4.12% | EC |
| 13 | MSA Safety Inc. | MSA | Mar 2026 | 672,227 | $110.2M | 3.31% | EC |
| 14 | Zoetis Inc. | ZTS | Mar 2026 | 913,045 | $107.9M | 3.24% | EC |
| 15 | SAP SE | SAP | Mar 2026 | 528,328 | $89.7M | 2.70% | EC |
| 16 | Align Technology Inc. | ALGN | Mar 2026 | 454,963 | $78.0M | 2.34% | EC |
| 17 | UnitedHealth Group Inc. | UNH | Mar 2026 | 277,001 | $75.0M | 2.25% | EC |
| 18 | Accenture PLC | ACN | Mar 2026 | 352,334 | $69.9M | 2.10% | EC |
| 19 | Icon PLC | ICLR | Mar 2026 | 631,186 | $69.8M | 2.10% | EC |
| 20 | Bio-Techne Corp | TECH | Mar 2026 | 1,303,294 | $68.1M | 2.05% | EC |
| 21 | SAP SE | SAP | Mar 2026 | 245,631 | $42.1M | 1.26% | EC |
| 22 | Berkshire Hathaway Inc. | BRK/B | Mar 2026 | 78,269 | $37.5M | 1.13% | EC |
| 23 | CREDIT ACCEPTANCE CORP | CACC | Mar 2026 | 71,252 | $30.2M | 0.91% | EC |
| 24 | Meta Platforms Inc | META | Mar 2026 | 52,338 | $29.9M | 0.90% | EC |
| 25 | Charter Communications, Inc. | CHTR | Mar 2026 | 136,469 | $29.5M | 0.89% | EC |
| 26 | Liberty Broadband Corporation | LBRDK | Mar 2026 | 516,202 | $26.0M | 0.78% | EC |
| 27 | Amentum Holdings, Inc. | AMTM | Mar 2026 | 766,600 | $20.0M | 0.60% | EC |
| 28 | Rolls-Royce Holdings PLC | RYCEY | Mar 2026 | 1,148,165 | $17.7M | 0.53% | EC |
| 29 | GCI LIBERTY INC | GLIBK | Mar 2026 | 181,122 | $6.7M | 0.20% | EC |
| 30 | Liberty Broadband Corporation | LBRDA | Mar 2026 | 65,657 | $3.3M | 0.10% | EC |
| 31 | LIBERTY MEDIA CORP | FWONA | Mar 2026 | 42,201 | $3.3M | 0.10% | EC |
| 32 | GCI LIBERTY INC | GLIBA | Mar 2026 | 68,043 | $2.5M | 0.08% | EC |
| 33 | Constellation Software Inc. | 2299955D | Mar 2026 | 99,240 | $0 | 0.00% | EC |