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Ruane, Cunniff & Goldfarb

Sequoia Fund

Sequoia Fund Alphabet Inc, CL-C stake

total: 59

Sequoia Fund GOOG trades

Total transactions:
11
New positions:
1
Sold out:
1
Reduced:
9
Held since:
2019 Q3
Held for:
13 quarters
Latest activity:
2022 Q4
According to 2026 Q1 report, Sequoia Fund doesn't hold any Alphabet Inc, CL-C (GOOG) shares. To date, the estimated cost basis is nearly $60.95 for "buy" trades and estimated average "sell" price is $83.76. Sequoia Fund first purchased GOOG in 2019 Q3, initially acquiring about 4.57M shares. Since the initial investment in Alphabet Inc, CL-C (GOOG), Sequoia Fund has made 10 more transactions.

When did Sequoia Fund sell Alphabet Inc, CL-C (GOOG)?

Sequoia Fund sold off the entire Alphabet Inc, CL-C (GOOG) position in 2022 Q4.

When did Sequoia Fund buy Alphabet Inc, CL-C (GOOG)?

Sequoia Fund first invested in Alphabet Inc, CL-C (GOOG) in 2019 Q3 at the reported quarter-end price of $60.95 per share.

What's the cost basis of Sequoia Fund's GOOG stake?

The estimated cost basis for Alphabet Inc, CL-C (GOOG) stake is around $60.95 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$60.95
Weighted AVG sell price:
$83.76

Sequoia Fund's historical trades in Alphabet Inc, CL-C

11 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q4
0.00%
0
$96.15
-100% (-10,813)
-0.04%
2022 Q3
0.04%
10,813
$96.15
$1,039,670
-97.72% (-463,587)
-1.39%
2022 Q2
1.61%
474,400
$109.37
$51,886,314
-36.61% (-274,000)
-0.74%
2022 Q1
2.59%
748,400
$139.65
$104,513,686
-5.70% (-45,200)
-0.13%
2021 Q3
2.22%
793,600
$133.27
$105,759,501
-22.01% (-224,000)
-0.62%
2020 Q4
2.10%
$87.59
-63.50% (-1,770,020)
2020 Q3
5.25%
$73.48
-0.19% (-5,420)
2020 Q2
5.56%
$70.68
-22.08% (-791,540)
2020 Q1
7.17%
$58.14
-16.53% (-710,080)
2019 Q4
7.52%
$66.85
-6.06% (-276,900)
2019 Q3
7.51%
$60.95
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.