SC

Sequoia Capital (红杉二级实体)

🇺🇸 US$5B+ AUM2026Q1 13F

硅谷 VC 之王

关注报告日期: 2026-03-31 · 披露: 2026-05-14

核心关注理由

看顶级硅谷VC在自家孵化的独角兽上市后，是砸盘套现还是坚定增持。

核心变化

新进 TSLA清仓 VIA

最大仓位

51.3%

DASH

组合市值

$9.25B

持仓数量

19支

选择季度

持仓 TOP 10

按市值占比排列

数据口径

13F 多头持仓

1

DASH

DASH

DOORDASH INC

51.31%

$4.74B

-0.3%

2

CART

CART

MAPLEBEAR INC

11.32%

$1.05B

-0.2%

3

PDD

PDD

PDD HOLDINGS INC

9.77%

$903.4M

4

KLAR

KLAR

KLARNA GROUP PLC

7.79%

$720.3M

5

U

U

UNITY SOFTWARE INC

7.55%

$698.2M

-0.3%

6

FIG

FIG

FIGMA INC

6.11%

$565.0M

+5.8%

7

BBIO

BBIO

BRIDGEBIO PHARMA I

1.49%

$138.2M

8

YMM

YMM

FULL TRUCK ALLIANC

1.17%

$108.4M

9

ABNB

ABNB

AIRBNB INC

0.70%

$64.5M

10

??

—

UNITY SOFTWARE INC

0.65%

$60.0M

NEW

0%25%50%75%100%

仓位分布

Top 587.7%

Top 1097.9%

· 直连 SEC EDGAR 原始数据
· 不含空头、期权及非美股
· 按 CUSIP 逐季对账

全量持仓明细

逐季变动对账

19 条

#	股票	名称	现价	涨跌幅	股数	季度变动	市值	占比	操作
1	DASH	DOORDASH INC CL A	—	—	31.60M	-0.3% -91.5K	$4.74B	51.31%	减仓
2	CART	MAPLEBEAR INC COM	—	—	27.93M	-0.2% -66.9K	$1.05B	11.32%	减仓
3	PDD	PDD HOLDINGS INC SPONSORED ADS	—	—	8.84M	+0.0% +0	$903.4M	9.77%	持有
4	KLAR	KLARNA GROUP PLC SHS	—	—	55.03M	+0.0% +0	$720.3M	7.79%	持有
5	U	UNITY SOFTWARE INC COM	—	—	31.82M	-0.3% -95.1K	$698.2M	7.55%	减仓
6	FIG	FIGMA INC CLASS A COM STK	—	—	26.73M	+5.8% +1.47M	$565.0M	6.11%	加仓
7	BBIO	BRIDGEBIO PHARMA INC COM	—	—	1.86M	+0.0% +0	$138.2M	1.49%	持有
8	YMM	FULL TRUCK ALLIANCE CO LTD SPONSORED ADS	—	—	13.06M	+0.0% +0	$108.4M	1.17%	持有
9	ABNB	AIRBNB INC COM CL A	—	—	510.7K	+0.0% +0	$64.5M	0.70%	持有
10	—	UNITY SOFTWARE INC NOTE 11/1	—	—	60.00M	NEW	$60.0M	0.65%	加仓

🔒

解锁全部持仓

订阅 Pro 查看完整持仓明细与历史变动

注：13F 仅披露美股多头仓位。变动通过 CUSIP 逐季对账计算。部分变动可能源于公司行动。