Sequoia Stock

Sequoia Fund (SEQUX) currently trades at a NAV of $202.23, reflecting a YTD return of approximately 18-22%.

The fund holds $3.79 billion in net assets with a 1.00% expense ratio. Managed by Ruane, Cunniff & Goldfarb LP since 1970, Sequoia maintains a concentrated value-oriented portfolio.

The fund's largest holding is Rolls-Royce at 16.81%, followed by Formula One Group and Alphabet Inc.

Stock Price of Sequoia Fund

Sequoia Fund Stock Forecast

Sequoia Fund's outlook remains tied to its concentrated holdings in industrials, communication services, and financials. With Rolls-Royce comprising nearly 17% of assets, aerospace recovery trends will significantly impact performance.

Analysts note the fund's historical outperformance—achieving 14.65% annualized returns versus the S&P 500's 10.93% from 1970-2015. However, the 2016 Valeant setback demonstrated concentration risks. Current management emphasizes quality businesses at reasonable valuations, suggesting measured growth expectations aligned with broader market conditions.

Sequoia Fund Valuation

Timeline of Sequoia Fund History

July 15, 1970

Fund Inception

William J. Ruane and Richard T. Cunniff launch Sequoia Fund to manage Warren Buffett's former partnership investors with $17.5 million in initial assets.

1982

Closed to New Investors

Due to strong performance and asset growth, Sequoia closes to new investment for 26 years.

2008

Reopens to Investors

After the financial crisis, the fund reopens to new investors for the first time since 1982.

2010

Morningstar Recognition

Co-managers Robert Goldfarb and David M. Poppe named Domestic-Stock Fund Managers of the Year by Morningstar.

2016

Valeant Crisis & Leadership Change

Fund loses $1.26 billion in a single day due to Valeant Pharmaceuticals collapse. Robert Goldfarb retires; fund reopens to new investors.

Sequoia Fund Top Holdings

Rolls-Royce Holdings PLC

16.81%

Ticker: RR.L
Sector: Industrials
UK-based aerospace manufacturer

Formula One Group

7.39%

Ticker: FWONK
Sector: Communication Services
Global motorsport entertainment

Alphabet Inc.

7.24%

Ticker: GOOGL
Sector: Technology
Google parent company

Universal Music Group

6.47%

Ticker: UMG.AS
Sector: Communication Services
Global music entertainment company

Constellation Software

5.82%

Ticker: CSU.TO
Sector: Technology
Canadian software conglomerate

Charles Schwab Corp

5.68%

Ticker: SCHW
Sector: Financial Services
Investment services provider

Eurofins Scientific

5.47%

Ticker: ERF.PA
Sector: Healthcare
Laboratory testing services

Taiwan Semiconductor

4.89%

Ticker: TSM
Sector: Technology
Leading semiconductor foundry

Capital One Financial

4.54%

Ticker: COF
Sector: Financial Services
Consumer banking and credit

Elevance Health

4.44%

Ticker: ELV
Sector: Healthcare
Health insurance provider