SEQUX holdings — Sequoia Fund Inc
Sequoia Fund Inc (SEQUX) held 25 positions with net assets of $3.61B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 64.6% of the fund, led by RR/, GOOGL, FWONK.
SEQUX top holdings
- RR/ ROLLS-ROYCE HOLDINGS PLC — 12.40% ($448M)
- GOOGL ALPHABET INC — 9.21% ($333M)
- FWONK LIBERTY MEDIA CORP — 7.21% ($261M)
- UMG UNIVERSAL MUSIC GROUP NV — 6.67% ($241M)
- ERF EUROFINS SCIENTIFIC SE — 6.33% ($229M)
- TSM TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD — 5.37% ($194M)
- COF CAPITAL ONE FINANCIAL CORP — 4.59% ($166M)
- CNSWF CONSTELLATION SOFTWARE INC — 4.32% ($156M)
- SCHW CHARLES SCHWAB CORP (THE) — 4.27% ($154M)
- ICLR ICON PLC — 4.21% ($152M)
- ELV ELEVANCE HEALTH INC — 4.14% ($150M)
- ICE INTERCONTINENTAL EXCHANGE INC — 3.46% ($125M)
- SUNB SUNBELT RENTALS HOLDINGS INC — 3.39% ($122M)
- MSA MSA SAFETY INC — 3.25% ($117M)
- UNH UNITEDHEALTH GROUP INC — 3.19% ($115M)
- TECH BIO-TECHNE CORP — 2.71% ($97.9M)
- SAP SAP SE — 2.24% ($80.9M)
- ALGN ALIGN TECHNOLOGY INC — 2.12% ($76.7M)
- SAP SAP SE — 1.94% ($69.9M)
- ZTS ZOETIS INC — 1.82% ($65.6M)
- ACN ACCENTURE PLC — 1.21% ($43.8M)
- BRK.B BERKSHIRE HATHAWAY INC — 1.08% ($39.2M)
- RYCEY ROLLS-ROYCE HOLDINGS PLC — 0.61% ($22.1M)
- FWONA LIBERTY MEDIA CORP — 0.10% ($3.69M)
- 2299955D CONSTELLATION SOFTWARE INC — 0.00% ($0)
What are SEQUX's top 10 holdings?
RR/ (12.4%), GOOGL (9.2%), FWONK (7.2%), UMG (6.7%), ERF (6.3%), TSM (5.4%), COF (4.6%), CNSWF (4.3%), SCHW (4.3%), ICLR (4.2%).
How many stocks are in SEQUX?
Sequoia Fund Inc reported 25 holdings as of June 30, 2026.