Sequoia Fund exits AMTM, LBRDK, and CACC
Seeking Alpha ·
Sequoia Fund ( SEQUX ) underperformed with a return of 11.67% in Q2 2026, as compared to the S&P 500's 15.20% gain. During Q2 2026, the fund initiated a new position, the details of which are not disclosed. The fund exited its positions in Amentum Holdings (NYSE: AMTM ), Liberty Broadband (NASDAQ: LBRDK ), and Credit Acceptance (NASDAQ: CACC ) during Q2 2026. Credit Acceptance: The 6% Workforce Reduction Is A Warning Sign Sequoia Strategy trims Sunbelt, Elevance; exits Liberty Broadband Amentum selected to negotiate phased lease for DoE AI data center and power project
DYAX Investor Sentiment
Bullish (Long) 55% · Bearish (Short) 45%
456 participants
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