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Borsgade
Ahead of the quarterly 13F filing for Q1 2024, Arman Gokgol-Kline and his colleagues walk through the biggest changes to the legendary Sequoia Fund.
They discuss the challenges around Liberty Broadband and why they are trimming their technology holdings, including SAP, TSMC and Capital One.
With TSMC there is obviously a notable geopolitical risk […] based on where it’s located. […] we have a weighting with which we are comfortable in the portfolio.
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