Sequoia Fund - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: March 2018 to September 2025 • Initial Portfolio Value: $0.01B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+6.01B
+9,999%+
Winning Positions
+57.55%
61 wins / 106 positions
Average Gain (Winners)
$87.80M
+9,999%+ avg per position
Active Positions
45
33 losing positions
Portfolio Value Over Time
Total Positions Tracked
106
All holdings over time
Win/Loss Ratio
1.85
61 gains / 33 losses
Active vs. Exited
45 / 61
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| SCHW | Charles Schwab Corporation (The | Financial Services | Mar 2018 | ACTIVE | $423.20K | $602.95M | $602.52M | +9,999%+ |
| FWONK | Liberty Media Corporation - Ser | Communication Services | Mar 2018 | ACTIVE | $460.40K | $581.68M | $581.22M | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Mar 2018 | ACTIVE | $901.13K | $572.92M | $572.02M | +9,999%+ |
| TSM | Taiwan Semiconductor Manufactur | Technology | Dec 2019 | ACTIVE | $173.28K | $525.55M | $525.37M | +9,999%+ |
| ELV | Elevance Health, Inc. | Healthcare | Mar 2021 | ACTIVE | $420.63K | $467.97M | $467.55M | +9,999%+ |
| ICE | Intercontinental Exchange Inc. | Financial Services | Sep 2020 | ACTIVE | $348.61K | $462.19M | $461.84M | +9,999%+ |
| COF | Capital One Financial Corporati | Financial Services | Mar 2018 | ACTIVE | $150.93K | $446.02M | $445.87M | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Mar 2018 | ACTIVE | $892.56K | $305.55M | $304.66M | +9,999%+ |
| CACC | Credit Acceptance Corporation | Financial Services | Mar 2018 | ACTIVE | $352.38K | $270.10M | $269.75M | +9,999%+ |
| UNH | UnitedHealth Group Incorporated | Healthcare | Dec 2019 | ACTIVE | $105.58K | $261.81M | $261.71M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.