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- Q2 2026 – Sequoia Fund LetterLetter· 2026-Q2
Jun 30, 2026
Ruane Cunniff is running a concentrated, industrial- and media-heavy book that has lagged the S&P 500 sharply this year, rotating capital from cyclicals and financials into life sciences, research…
Original on sequoiafund.com ↗ - Q1 2026 – Sequoia Fund LetterLetter· 2026-Q1
Mar 31, 2026
Sequoia Fund fell 11.04% in Q1 2026, underperforming the S&P 500, while trimming Meta, TSMC, and others to fund new positions.
Original on sequoiafund.com ↗ - Year-End 2025 – Sequoia Fund LetterLetter· 2025-Q4
Dec 31, 2025