CUSIP G4705A100

ICLR

latest 13F · 2026-Q1

Recent filings

Fund-manager holders (13F)

Last activity

Mar 31, 2026

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LetterQ2 2026 – Sequoia Fund Letter
Sequoia Fund
Sequoia Fund underperformed the S&P 500 by 340 basis points in Q2 2026, adding to Bio-Techne, SAP, and ICON while trimming Sunbelt Rentals and Elevance Health.
“we added modestly to our investments in Bio-Techne, SAP, and ICON Plc”
Jun 30, 2026

Investor	Shares	Market value	% of portfolio	Quarter
Sequoia Fund	1,634,611	$180.9M	—	2026-Q1
Polen Capital	105,206	$19.2M	—	2025-Q4
Cliff Asness	1,689	$0.3M	—	2025-Q4
Seth Klarman

Institutional holding
Sequoia Fund
Opened position in ICLR · 1.6M shares · $180.9M
Mar 31, 2026
Institutional holding
Sequoia Fund
Opened position in ICLR · 1.7M shares · $306.1M
Dec 31, 2025
Institutional holding
Cliff Asness
Opened position in ICLR · 1.7k shares · $307.7k
Dec 31, 2025
Institutional holding
Polen Capital
Opened position in ICLR · 105.2k shares · $19.2M
Dec 31, 2025
Institutional holding
Sequoia Fund
Opened position in ICLR · 1.7M shares · $297.7M
Sep 30, 2025