Sequoia Fund
SEQUX
NASDAQ206.31
USD
+1.94
- -
Sequoia Fund
SEQUX
(NASDAQ)
Recent
price
206.31
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Similar Companies
- Business
- Sequoia Fund (SEQUX) is a non-diversified, open-end mutual fund that seeks long-term growth of capital by investing primarily in equity securities of U.S. and non-U.S. companies deemed undervalued with growth potential; it targets securities across all market capitalizations, with a concentrated portfolio emphasizing high-conviction holdings in sectors such as financials, technology, consumer goods, and industrials, including top positions in companies like Berkshire Hathaway, Constellation Software, and Block. The fund offers Class I shares with a minimum investment of $5,000 and maintains an expense ratio of 1.00%, managed by Ruane, Cunniff & Goldfarb LP through a five-person investment committee following the 1970 inception by William J. Ruane and Richard T. Cunniff. Headquartered in New York City and advised since inception by the firm founded in 1969, Sequoia Fund serves individual and institutional investors focused on value-oriented, long-term equity exposure. Recent developments include the release of the Q2 2025 shareholder letter reporting a 14.35% total return net of fees for the quarter, highlighting ongoing portfolio adjustments amid market volatility; the fund maintained its non-diversified structure and long-term approach without major strategic shifts, partnerships, or acquisitions announced in 2024-2025. Operational updates encompassed updates to the Statement of Additional Information filed in October 2025, permitting purchases by new plans or participants while confirming qualification as a regulated investment company for the fiscal year ended December 31, 2024. The fund continues to operate globally in terms of investments, with no recent name changes, reorganizations, or funding rounds, sustaining its focus on concentrated equity positions.
Tracking Ruane, Cunniff, & Goldfarb's Portfolio - Q1 2020 Update (MUTF:SEQUX)