INVESTOR PORTFOLIO MAP 28 SEP 2026

Two portfolios.
Two shared bets.

An overlap analysis of Sarah Guo’s Conviction portfolio and Pat Grady’s personally attributed Sequoia companies.

20Conviction companies
on firm portfolio page
35Pat Grady companies
current + enduring
2Named overlaps
Harvey + OpenEvidence
10%of Conviction list
also in Pat’s list
01

The overlap map

Same companies, different investing posture.

CONVICTIONAI-native · early
SEQUOIA / PATgrowth · scale
named overlap Conviction only Pat Grady only
02

What the overlap says

03

Method

  1. Use Conviction’s public portfolio page as the Sarah Guo / firm-side source.
  2. Use Pat Grady’s Sequoia profile, separating current from enduring companies.
  3. Normalize names, then intersect the two sets. No firm-level Sequoia companies are silently attributed to Pat.

Portfolio pages change. This is a point-in-time public-web snapshot, not a complete cap-table reconstruction.

04

Company table

CompanySarah / ConvictionPat / SequoiaSignal