The inventor Dhairya Dand used to be my neighbor !
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Day: September 17, 2014
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Portfolio of Sequoia Capital
This post is in continuation of my coat tailing series (see here)
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Sequoia Capital is a well known PE fund.It also invests using its investment arm Ironwood Investment Holdings.
Its significant holdings in India as on 30 June,2014 as per Stock Exchanges is given below:
| Symbol | Entity | # of Shares | % | Date End |
| DHFL | IRONWOOD INVESTMENT HOLDINGS | 5196581 | 4.04 | 201406 |
| HINDNATGLS | Ironwood Investment Holdings | 6348025 | 7.27 | 201406 |
| JUSTDIAL | Sequoia Capital India Investments III | 3400850 | 4.85 | 201406 |
| JUSTDIAL | Sequoia Capital India Growth Investments Holdings I | 3116881 | 4.44 | 201406 |
| LOVABLE | Ironwood Investment Holdings | 758309 | 4.51 | 201406 |
| PIIND | Ironwood Investment Holdings | 5539190 | 4.07 | 201406 |
| TDPOWERSYS | Ironwood Investment Holdings | 1338794 | 4.03 | 201406 |
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A big mistake
A big mistake is selling your winners to buy more of your losers. Do the opposite. The biggest gains come from averaging up.
— MicroCapClub (@iancassel) September 17, 2014
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Linkfest: September 17,2014
Some stuff I am reading today morning:
A tale of two stocks (Altais)
Why Raghuram Rajan may be right about a ‘crash’ (ET)
Narendra Modi hits out at detractors (FE)
After 12 years, diesel sales turns profitable (BS)
The curious case of Venus Remedies (Capital Mind)
Fresh investing can wait (Prashant)
Choosing debt mutual funds for the long term (FreeFinCal)
Be careful relying on historical market returns (PragCap)
The beginning of the end of the hedge fund gravy train (Abnormal Returns)
Eminent Follies (Media Crooks)