The Sequoia Strategy Composite Q4 2024 Letter January 28, 2025 / CHTR, CNSWF, COF, ELV, ERFSF, Fund Letters, FWONA, FWONB, FWONK, GOOG, GOOGL, ICE, J, KMX, LBRDA, LBRDK, LMGIF, Ruane Cunniff LP, RYCEF, RYCEY, SAP, SCHW, TSM, UMGNF, UNH, UNVGY / By mariocazombo76@gmail.com
Baron Asset Fund Q4 2024 Shareholder Letter January 29, 2025 / ACGL, ACGLN, ACGLO, ANSS, APP, AXON, AZPN, BARAX, BARIX, Baron Capital, BARUX, CDW, CSGP, DAY, DAY:CA, FICO, Fund Letters, GWRE, ICLR, IDXX, IT, MTD, MTN, PCOR, PLTR, ROP, SCHW, SCHW.PR.D, SCHW.PR.J, SP500, SPACE, SPX, TTAN, VRSK, WELL / By mariocazombo76@gmail.com
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