Sequoia Fund exited Liberty Broadband Srs A (LBRDA) during 2026 Q2, according to the NPORT-P filed with the SEC on August 24, 2026, selling all 65.7K shares. The position had been worth about $3.3M at the prior quarter-end and carried 0.1% of the book. LBRDA had been in the portfolio for about 7 years, since the quarter ended September 30, 2019.
What did the 2026 Q2 filing report for LBRDA?
As of June 30, 2026, from the NPORT-P filed August 24, 2026.
| Before | After | |
|---|---|---|
| Shares | 65.7K | 0 |
| Reported value | $3.3M | $0 |
| Portfolio weight | 0.1% | 0% |
| Held since | 2019 Q3 | sold out in 2026 Q2 |
| Quarters held | 27 |
What did Sequoia Fund sell?
Sequoia Fund sold 65.7K shares of LBRDA between the quarter ended March 31, 2026 and June 30, 2026. The LBRDA exit was the 14th largest of the quarter's 15 position changes by percent change to portfolio.
Where does LBRDA sit in the Sequoia Fund portfolio?
Before the sale, LBRDA carried 0.1% of the Sequoia Fund portfolio, below the fund's average stock position of 4%. The largest stock position is RYCEF at 12.93%. Next come GOOGL at 9.61% and FWONK at 7.53%. The three largest stocks together are 30.07% of the book. Across the 2026 Q2 portfolio, Sequoia Fund reported 25 stock positions, with none opened and 8 closed. The total portfolio value is about $3.5B, up 7% from the prior quarter.
How long has Sequoia Fund held LBRDA?
Sequoia Fund held LBRDA for about 7 years, from the quarter ended September 30, 2019 to March 31, 2026. The weight peaked at 1.57% in 2020 Q4. Last quarter the fund had already cut the position by 81%, so the exit finishes a two-quarter unwind. Every reported trade is on the Sequoia Fund LBRDA trade history page.
FAQ
How many LBRDA shares did Sequoia Fund sell?
Sequoia Fund sold all 65.7K shares of LBRDA it reported a quarter earlier, worth about $3.3M.
When did Sequoia Fund first buy LBRDA?
Sequoia Fund first reported LBRDA in the quarter ended September 30, 2019.
How much of the Sequoia Fund portfolio was LBRDA?
LBRDA was 0.1% of the Sequoia Fund portfolio at the prior quarter-end, and 0% after the sale.