Sequoia Global Equities is an SEC-registered investment adviser based in Menlo Park, CA that reports managing 1 hedge fund on Form ADV. It reports $10.4 billion in regulatory assets under management. Its private funds, of all types, hold $10.4 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +1.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +18.9% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $10.4 billionForm ADV Item 5.F
- Gross assets of private funds
- $10.4 billionAll private fund types, Form ADV
- Hedge funds managed
- 12 private funds in total
- Employees
- 26Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 157402
- Latest Form ADV
- 07/29/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +24.5% | +14.8% |
| Q1 2026 | -18.7% | -4.6% |
| Q4 2025 | -8.6% | +2.4% |
| Q3 2025 | +4.5% | +7.8% |
| Q2 2025 | +27.6% | +10.4% |
| Q1 2025 | -11.8% | -4.5% |
| Q4 2024 | +5.3% | +2.1% |
| Q3 2024 | +3.9% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- 84615q103$2.9 billion
- Nvidia Corp$475.1 million
- Alphabet, Inc Voting Class$398.2 million
- Amazon Com Inc Com$257.3 million
- Microsoft Corp Com$236.2 million
- Asml Holding N.V.$212.3 million
- Broadcom Inc$183.7 million
- Sandisk$172.3 million
- Sea LTD$170.1 million
- Tesla Mtrs Inc Com$129.9 million
As of 2026-06-30, from 13F filing by Scge Management, L.P..
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures