Sequoia Fund - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: March 2018 to June 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)
+5.82B
+9,999%+
Winning Positions
+55.88%
57 wins / 102 positions
Average Gain (Winners)
$90.63M
+9,999%+ avg per position
Active Positions
43
32 losing positions
Portfolio Value Over Time
Total Positions Tracked
102
All holdings over time
Win/Loss Ratio
1.78
57 gains / 32 losses
Active vs. Exited
43 / 59
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 | $602.08M | $601.65M | +9,999%+ |
| FWONK | Liberty Media Corporation - Ser | Communication Services | Mar 2018 | ACTIVE | $460.40K | $586.35M | $585.89M | +9,999%+ |
| ICE | Intercontinental Exchange Inc. | Financial Services | Sep 2020 | ACTIVE | $348.61K | $508.02M | $507.68M | +9,999%+ |
| COF | Capital One Financial Corporati | Financial Services | Mar 2018 | ACTIVE | $150.93K | $450.42M | $450.27M | +9,999%+ |
| TSM | Taiwan Semiconductor Manufactur | Technology | Dec 2019 | ACTIVE | $173.28K | $434.34M | $434.16M | +9,999%+ |
| ELV | Elevance Health, Inc. | Healthcare | Mar 2021 | ACTIVE | $420.63K | $426.17M | $425.75M | +9,999%+ |
| GOOGL | Alphabet Inc. | Communication Services | Mar 2018 | ACTIVE | $901.13K | $417.02M | $416.12M | +9,999%+ |
| CACC | Credit Acceptance Corporation | Financial Services | Mar 2018 | ACTIVE | $352.38K | $297.52M | $297.17M | +9,999%+ |
| META | Meta Platforms, Inc. | Communication Services | Mar 2018 | ACTIVE | $333.96K | $293.43M | $293.10M | +9,999%+ |
| UNH | UnitedHealth Group Incorporated | Healthcare | Dec 2019 | ACTIVE | $105.58K | $238.17M | $238.06M | +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.