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Sequoia Fund Q1 2018 Investor Letter

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Fund Letters


  • Includes detailed analysis of Sequoia Fund's positions in VIVEF, NAPRF, LBRDA, FB.
  • For the first quarter of 2018., Sequoia Fund generated a total return of 1.28% net of fees, versus a negative 0.76% return for the Standard and Poor's 500 index.
  • During the quarter we added four new investments, trimmed several holdings and exited two positions.


Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.

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Comments (6)

vooch profile picture
Hmm - I’m doing better than Sequioa ?
Same here, up nearly 5% for Q1 and >30% for the year.
Value Investigator profile picture
The smart money is buying Facebook.
Good insight... if you bought at high 140’s low 150’s you gotta feel good! Wait till earning at the end of the month! They are going to kill it!
12 Apr. 2018
Next earning report will be good since existing ad sales are not affected.(Caveat: unless they sink a lot of profits into provision for lawsuits, fines and related damages). What will drive share price is the outlook for future quarters. I suspect with the current adverse spotlights, no way they can or will paint a rosy picture. So after ER, the stock will tank and offer a better entry point for long term investors.
Antiochus profile picture
Simple analysis , and yet smart. They have positions in facebook, Amazon, google, and Tencent via naspers
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