Sequoia Fund, Inc. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows GOOGL unchanged to 16.20%; COF unchanged to 10.46%; ELV unchanged to 9.75%. Combined with top 5 53.73%, top 10 82.86%, top 20 100.00%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by GOOGL (Alphabet Inc.) 16.20%, COF (Capital One Financial Corporation) 10.46%, and ELV (Elevance Health, Inc.) 9.75%, with sector exposure of Financials 34.60%, Health Care 24.24%, and Communication Services 21.27%. The baseline metrics show return 11.04%, alpha -2.23%, beta 1.03, Sharpe 0.61, Sortino 0.75, and max drawdown -38.50%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The strongest recent period was 2023-03-31 (13.37% strategy return, 7.90% benchmark, 5.47% excess, 12.05% turnover), while the weakest was 2025-03-31 (3.57% strategy return, 9.22% benchmark, -5.65% excess, 17.74% turnover). Those periods should be read alongside baseline metrics of return 11.04%, alpha -2.23%, beta 1.03, Sharpe 0.61, Sortino 0.75, and max drawdown -38.50% to judge whether returns came from persistent exposure or a narrow timing window.