Letters by company

Rolls-Royce Holdings plc

2 letters discussing RLLCF. Everything written about it on this site is on its ticker page.

Sequoia Fund Year-End 2025 Sequoia Fund Letter Sequoia Fund trimmed Rolls-Royce and Alphabet after improving fundamentals lifted their weightings and valuations, while retaining conviction in both businesses. It added MSA Safety, Accenture and Align Technology, arguing that technology-enabled safety equipment, IT-services adaptability and clear-aligner leadership offer durable long-term value. year ended December 31, 2025 +22.1% ACN $113BALGN $11BGOOGL $4.2TMSA $7.2B
Sequoia Fund Q1 2026 Sequoia Fund Letter Sequoia Fund added modestly to SAP and Universal Music Group while building several undisclosed new positions. It funded the purchases through tax-efficient trims of Amentum Holdings, Credit Acceptance, Liberty Broadband, Meta, Rolls-Royce and TSMC, and announced an Investor Day session on the Sequoia ETF. first quarter of 2026 -11.0% 453950 AMTM $4.9BCACC $6.2BLBRDA $5.2B