Sequoia Fund sold its entire Liberty Broadband Srs C (LBRDK) position in 2026 Q2, according to the NPORT-P filed with the SEC on August 24, 2026. The prior filing listed 516K shares worth about $26M, 0.8% of the portfolio; the 2026 Q2 filing lists none. LBRDK had been in the portfolio for about 7 years, since the quarter ended September 30, 2019.
What did the 2026 Q2 filing report for LBRDK?
As of June 30, 2026, from the NPORT-P filed August 24, 2026.
| Before | After | |
|---|---|---|
| Shares | 516K | 0 |
| Reported value | $26M | $0 |
| Portfolio weight | 0.8% | 0% |
| Held since | 2019 Q3 | sold out in 2026 Q2 |
| Quarters held | 27 |
What did Sequoia Fund sell?
Sequoia Fund sold 516K shares of LBRDK between the quarter ended March 31, 2026 and June 30, 2026. The LBRDK exit was the 8th largest of the quarter's 15 position changes by percent change to portfolio.
Where does LBRDK sit in the Sequoia Fund portfolio?
Before the sale, LBRDK carried 0.8% 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 LBRDK?
Sequoia Fund held LBRDK for about 7 years, from the quarter ended September 30, 2019 to March 31, 2026. The weight peaked at 3.27% in 2023 Q3. Last quarter the fund had already cut the position by 11%, so the exit finishes a two-quarter unwind. Every reported trade is on the Sequoia Fund LBRDK trade history page.
FAQ
How many LBRDK shares did Sequoia Fund sell?
Sequoia Fund sold all 516K shares of LBRDK it reported a quarter earlier, worth about $26M.
When did Sequoia Fund first buy LBRDK?
Sequoia Fund first reported LBRDK in the quarter ended September 30, 2019.
How much of the Sequoia Fund portfolio was LBRDK?
LBRDK was 0.8% of the Sequoia Fund portfolio at the prior quarter-end, and 0% after the sale.