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 firm focuses on high-quality businesses at reasonable prices, covering a wide range of sectors and regions. Check out the top five holdings for insights.

Sequoia Strategy highlighted Alphabet Inc. (NASDAQ:GOOG) in its Q4 2025 investor letter. Alphabet Inc., parent company of Google, contributed significantly to the strategy’s performance. On February 6, 2026, Alphabet Inc. stock closed at $323.10 per share with a market capitalization of $3.91 trillion. Its shares gained 72.32% over the last 52 weeks.

Regarding Alphabet Inc. (NASDAQ:GOOG), Sequoia Strategy expressed concerns about antitrust issues and competition from generative AI in its Q4 2025 investor letter. Despite considering trimming the investment, the firm decided to hold due to Alphabet’s fundamental strength and AI capabilities to endure regulatory action and competitive threats.

Read more at Yahoo Finance: Sequoia Strategy’s Confidence in Alphabet (GOOG) is Paying Off