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Recent filings
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Fund-manager holders (13F)
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What they're saying
LetterQ1 2026 – Sequoia Fund Letter
Sequoia FundSequoia Fund fell 11.04% in Q1 2026, underperforming the S&P 500, while trimming Meta, TSMC, and others to fund new positions.
“we added modestly to SAP and Universal Music Group”
Mar 31, 2026
LetterQ2 2025 – Sequoia Fund Letter
Sequoia FundSequoia Fund returned 14.35% in Q2 2025, outpacing the S&P 500, while trimming Meta, UnitedHealth, and Credit Acceptance to fund new positions.
“opportunistically added to our holdings in ICON and Universal Music Group”
Jun 30, 2025
Smart-money holders
No fund manager we track reports UMG in their latest 13F. Insider and other filings still appear below.
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No tracked-investor disclosures recorded yet.