Sequoia Fund

Managed by Arman Gokgol-Kline

AUM Tracked

$7.8B

AI Exposure

24.6%

AI vs Non-AI Sector Exposure

AI & Semiconductors16.6%

Other Tech0.0%

12.4%

4.2%

AI & Tech holdings for Sequoia Fund

Ticker	Company	Shares	Value	% of Portfolio	Action Last Quarter
$NVDAAI	NVIDIA Corporation	320,000	$399.1M	12.4%	New Position
$TSMAI	Taiwan Semiconductor	280,000	$50.1M	4.2%	Increased by 35%