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SEQUOIA FUND INC

CIK: 0000089043 Equity
Report date: 2026-02-23
AUM $3.8B
Expense Ratio —
Category Equity
State MD
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-02-23

About this Fund

SEQUOIA FUND INC is a renowned mutual fund company that has been at the forefront of asset management, providing a wide range of investment solutions to cater to the diverse needs of its clients. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, allowing investors to create a portfolio that aligns with their financial goals and risk tolerance. For those seeking a disciplined approach to investing, SEQUOIA FUND INC also provides Systematic Investment Plans (SIPs) that enable investors to invest a fixed amount of money at regular intervals, helping to reduce timing risks and promote long-term wealth creation. The company's investment philosophy is centered around a rigorous research-driven approach, where a team of experienced professionals works tirelessly to identify opportunities that can help investors achieve their financial objectives. By leveraging their expertise and market insights, SEQUOIA FUND INC strives to deliver consistent and sustainable returns, making it a trusted partner for investors seeking to grow their wealth over the long term. The company's investor-centric approach is reflected in its commitment to transparency, with clear and timely communication of investment strategies, portfolio holdings, and performance metrics. This approach has earned the trust of a wide range of investors, from individual investors to institutional clients, who appreciate the company's dedication to helping them navigate the complexities of the investment landscape. SEQUOIA FUND INC's key strengths lie in its ability to offer a diversified range of investment products, backed by a robust asset management framework that is designed to mitigate risks and maximize returns. The company's experienced team of investment professionals has a deep understanding of the markets, allowing them to make informed decisions that can help investors achieve their financial goals. By combining a rigorous investment process with a customer-centric approach, SEQUOIA FUND INC has established itself as a leading player in the mutual fund industry, with a reputation for delivering value to its investors through a range of investment solutions that cater to different risk profiles and investment horizons. As a result, investors trust SEQUOIA FUND INC to manage their wealth, secure in the knowledge that their investments are being managed by a team of experienced professionals who are dedicated to helping them achieve their financial objectives. With its strong foundation, commitment to excellence, and focus on investor satisfaction, SEQUOIA FUND INC is well-positioned to continue delivering exceptional investment experiences to its clients, making it an ideal partner for those seeking to achieve their long-term financial goals through a well-diversified portfolio of mutual funds.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

8 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ACN Accenture PLC Since 2026-05-10 — Equity (Common)
2.49%
 $94.53 352,334
2 ALGN Align Technology Inc Since 2026-05-10 016255101 Equity (Common)
1.87%
 $71.04 454,963
3 ICE Intercontinental Exchange Inc Since 2026-05-10 45866F104 Equity (Common)
4.34%
 $164.51 1,015,750
4 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
1.22%
 $46.30 70,138
5 CHTR Charter Communications Inc Since 2026-05-10 16119P108 Equity (Common)
0.75%
 $28.49 136,469
6 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
8.19%
 $310.23 991,141
7 GLIBK GCI Liberty Inc Since 2026-05-10 36164V800 Equity (Common)
0.18%
 $6.74 181,122
8 GLIBK GCI Liberty Inc Since 2026-05-10 36164V602 Equity (Common)
0.07%
 $2.51 68,043
Frequently Asked Questions — SEQUOIA FUND INC
What type of mutual fund is SEQUOIA FUND INC?
SEQUOIA FUND INC is a SEC-registered Equity fund, with $3.8B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, SEQUOIA FUND INC holds 8 portfolio positions, all detailed in the holdings table on this page.
What are SEQUOIA FUND INC's assets under management (AUM)?
SEQUOIA FUND INC has $3.8B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are SEQUOIA FUND INC's top holdings?
According to SEQUOIA FUND INC's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Accenture PLC, Align Technology Inc, Intercontinental Exchange Inc , among others. The complete list of all 8 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is SEQUOIA FUND INC's expense ratio?
Expense ratio data for SEQUOIA FUND INC is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find SEQUOIA FUND INC's SEC filings?
SEQUOIA FUND INC is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000089043. You can access all of SEQUOIA FUND INC's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000089043). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is SEQUOIA FUND INC's holdings data on StockSifting?
Holdings data for SEQUOIA FUND INC on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.