Diversified Portfolio with Strong Financial Services Presence
The portfolio managed by Sequoia Fund features significant investments in Financial Services, Communication Services, and Technology sectors. Notable holdings include SCHWAB CHARLES CORP (SCHW) as the largest position, followed by Liberty Media Corp Del (FWONK), Alphabet Inc (GOOGL), and Taiwan Semiconductor Manufacturing Co Ltd (TSM). The portfolio shows growth potential in Healthcare with ELV and cautious performance in Technology with GOOG.
Portfolio Overview
The Sequoia Fund's 2025-09-30 portfolio highlights a balanced investment strategy across key sectors. Financial Services dominates with SCHWAB CHARLES CORP (SCHW) leading at $602 million, followed by Liberty Media Corp Del (FWONK), Alphabet Inc (GOOGL), and Taiwan Semiconductor Manufacturing Co Ltd (TSM).
Sector Allocation
Financial Services holds the largest allocation at 9.99%, with sub-portfolios in Healthcare (7.75%), Communication Services (9.64% each for FWONK and GOOGL), and Technology (8.71%) through TSM.
Notable Holdings
SCHWAB CHARLES CORP (SCHW) dominates with a 6.3 million share position, reflecting its strong presence in Financial Services. Liberty Media Corp Del (FWONK) and Alphabet Inc (GOOGL) are closely followed, showcasing growth across Communication Services.
Taiwan Semiconductor Manufacturing Co Ltd (TSM) contributes to Technology exposure, while ELV's 352,628 share increase signals potential in Healthcare. The portfolio maintains a balanced approach with slight decreases in shares for GOOG and TSM, indicating cautious performance in these areas.
Overall, the portfolio demonstrates strategic diversification across sectors, emphasizing Financial Services as the primary investment area while maintaining growth opportunities in Healthcare and Communication Services.