Roelof Botha

Managing Partner, Sequoia Capital
· tracked since Oct 2025
Calls
2
Win Rate
100.0%
return
+72.0%
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +72.0% Long Return +72.0% Short Return -
Average Return
7d +6.1%
30d +21.6%
90d +39.9%
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Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 02
$58.00
+32.0%
Board trust de-risks Block's AI restructuring
Roelof says Block's board quickly and fully supported Jack's AI-driven restructuring because Jack laid out the logic in a principled, detailed, non-reactionary memo. Management engaged with feedback rather than being dogmatic, and the board-management trust was strong enough to make a crucial decision quickly. This governance and execution de-risks Block's transformation.
Payments & Fintech
Long
Oct 09
$173.29
+111.9%
Natera leads genetic diagnostics; genomics dividend continues
Natera, which Sequoia seeded with $1 million in 2007, has grown into a roughly $22 billion market-cap company and is today the leading provider of prenatal testing, oncology recurrence monitoring and organ-transplant rejection testing. Botha calls it a huge success and frames genetic diagnostics as an area that is still collecting the dividend of the Human Genome Project from 25 years ago, the one corner of life sciences where Sequoia's bet has clearly worked.
Diagnostics
Showing 2 of 2 calls · sorted by mentions

Roelof Botha has 2 trade ideas tracked on Buzzberg across 2 tickers since October 2025. Most covered: NTRA, SQ.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology