Portfolio timeline
Sequoia Capital — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 3
- Avg positions
- 18
- Latest top 5 weight
- 94.4%
- Avg top 5 weight
- 90.3%
- Avg changed names
- 4.5
- Held in ≥75% of stored quarters
- 16
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 | 94.4% |
| Q1 2026 | 2 | 1 | 3 | 1 | 87.7% |
| Q4 2025 | No prior baseline | 88.8% | |||
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| DASH Doordash Inc. | 3 | 18.3% | $5.8B |
| CART Maplebear Inc. | 3 | 4.2% | $1.3B |
| KLAR Klarna Group PLC | 3 | 3.5% | $1.1B |
| U Unity Software Inc. | 3 | 2.9% | $909.6M |
| PDD PDD Holdings Inc. | 3 | 2.1% | $674.4M |
| FIG Figma Inc. | 3 | 1.5% | $483.5M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.