Sequoia Strategy trims Sunbelt, Elevance; exits Liberty Broadband

businessinsider

Jul 20, 2026 at 09:56 AM

Sequoia Strategy's Q2 2026 return was 12.3%, underperforming the S&P 500's 15.2%. The fund trimmed Sunbelt Rentals and Elevance Health, exited Liberty Broadband and Credit Acceptance Corp, and added to Bio-Techne, SAP, and ICON Plc positions to fund new undisclosed investments ahead of an ETF conversion.

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