Letters by company
Liberty Broadband Corp
4 letters discussing LBRDA. Everything written about it on this site is on its ticker page.
- Sequoia Fund Q2 2026 Sequoia Fund Letter Sequoia Fund added to Bio-Techne, SAP and ICON Plc, initiated an undisclosed position, and funded purchases by trimming Sunbelt Rentals and Elevance Health while exiting Amentum Holdings, Liberty Broadband and Credit Acceptance. The fund is preparing to reorganize into an actively managed ETF in mid-October, subject to shareholder approval. second quarter of 2026 —
- Sequoia Fund Q1 2026 Sequoia Fund Letter Sequoia Fund added modestly to SAP and Universal Music Group while building several undisclosed new positions. The fund financed the purchases through tax-efficient trims in Amentum Holdings, Credit Acceptance, Liberty Broadband, Meta, Rolls-Royce and TSMC. first quarter of 2026 —
- Sequoia Fund Annual Shareholder Report | December 31, 2025 Sequoia Fund trimmed several holdings on valuation, position-size and opportunity grounds, added to Ashtead Group, exited Jacobs Solutions and opened positions in MSA Safety, Accenture and Align Technology. Rolls-Royce, Alphabet, Taiwan Semiconductor Manufacturing, Eurofins Scientific and Charles Schwab led contributors, while Constellation Software and UnitedHealth Group were among detractors. year ended December 31, 2025 —
- Sequoia Fund Q2 2025 Sequoia Fund Letter Sequoia Fund added to ICON and Universal Music Group while trimming Credit Acceptance, Liberty Broadband, Jacobs, Meta and UnitedHealth. The sales funded new investments that will be disclosed after purchases are complete. second quarter of 2025 —
