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红杉基金退出AMTM、LBRDK和CACC
2026-07-23 23:13
- 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.
- Source.
More on Sequoia Fund, Amentum Holdings, etc.
- Sequoia Fund Q2 2026 Shareholder Letter
- Amentum: Multiple Re-Rating Incoming
- 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
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