Sequoia Fund avatar

Shareholder letter / fund letter · 2025-04-10

Sequoia Fund Q1 2025 Investor Letter

Sequoia Fund

Q1 2025 Low turnover Rebalance Investor Day MCO

AI summary and analysis

Sequoia Fund Q1 2025 letter reveals quarterly return of 4.64%, illustrates few big moves, trims ICE, adds Ashtead, and previews investor day.

Key points

  • The letter shows that Sequoia's portfolio traded very little in early 2025, consistent with its long-term low-turnover style.
  • Trim Intercontinental Exchange and add Ashtead language to indicate that the committee will make adjustments between local valuations and opportunities.
  • The letter previews the investor day and subsequent video commentary, but the page only uses publicly accessible letters.
  • This data is suitable to form a continuous quarterly chain with Q3 2025 and Year-End 2025.
  • This can be used to determine whether Sequoia's trading is the result of a major style switch, or a partial rebalancing.

Other viewpoints from the same firm

Sequoia Fund Q1 2026 Investor Letter

Sequoia Fund Q1 2026 investor letter disclosed a first-quarter return of -11.04%, discussing the addition of positions in SAP and Universal Music Group, the construction of new positions, and the pruning of positions such as Meta and TSMC.

Shareholder letter / fund letter

Sequoia Fund Year-End 2025 Letter

Sequoia Fund's 2025 year-end letter discloses full-year returns of 22.13%, outperforming the S&P, and discusses portfolio resilience under tariff shocks, company quality, long-term processes and ETF conversion background.

Shareholder letter / fund letter

Sequoia Fund Q3 2025 Letter

The Sequoia Fund Q3 2025 letter disclosed a quarterly return of 1.63%, a return of 21.59% from the beginning of the year to the third quarter, and explained the increase in Elevance and new positions after pruning Meta, Jacobs, Schwab, and TSMC.

Shareholder letter / fund letter

Sequoia Fund Year-End 2024 Letter

The Sequoia Fund 2024 year-end letter reviews annual performance, concentrated holdings, company cases and long-term goals and is important material for understanding the state of the portfolio ahead of 2025.

Shareholder letter / fund letter