Ruane, Cunniff LP released its Q4 2025 investor letter for Sequoia Strategy, showing a 9% return in Q4 and 21.9% in 2025, outperforming the S&P 500 Index. The Strategy focuses on high-quality, financially strong businesses at reasonable prices, with top five holdings indicating key selections for 2025.

Sequoia Strategy highlighted Align Technology, Inc. (NASDAQ: ALGN) as a recent addition, known for its Invisalign clear aligner orthodontic system. The stock closed at $187.60 per share on February 6, 2026, with a one-month return of 9.07% and a market capitalization of $13.598 billion.

Align Technology, Inc. (NASDAQ: ALGN) was added as a notable new position by Sequoia Strategy in 2025. The company reported revenue of $1048 million in Q4, showing a 5.2% increase from the prior quarter and a 5.3% increase from the same quarter a year ago. While it offers potential as an investment, other AI stocks may have greater upside potential with less downside risk.

Giverny Capital Asset Management’s views on Align Technology, Inc. (NASDAQ: ALGN) were covered in another article, providing more insights into the company. For further hedge fund investor letters from Q4 2025, visit the hedge fund investor letters Q4 2025 page for additional information.

Read more at Yahoo Finance: Do You Believe in the Long-Term Growth Potential of Align Technology (ALGN)?