Sagewood Asset Management LP

CIK 0001693636 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Sagewood Asset Management LP reported 432 positions worth $442.0M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: BRK-B (9.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$442.0M
2026 Q2
Positions
432
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.9%
Est. Net Flow (Q)
2026 Q2
10 / 432 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$40.9M9.25%81,754
2NVDANVIDIA CORPORATIONSH$15.8M3.57%78,921
3AAPLAPPLE INCSH$15.6M3.52%53,792
4BRK-ABERKSHIRE HATHAWAY INC DELSH$14.2M3.22%19
5MDLNMEDLINE INCSH$13.3M3.02%338,196
6MSFTMICROSOFT CORPSH$10.2M2.31%27,333
7GOOGLALPHABET INCSH$10.1M2.27%28,132
8GSGOLDMAN SACHS GROUP INCSH$9.4M2.14%9,339
9JPMJPMORGAN CHASE & COSH$8.5M1.92%25,880
10AMZNAMAZON COM INCSH$7.2M1.64%30,369

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sagewood Asset Management LP hold as of Q2 2026?

Sagewood Asset Management LP reported 432 positions worth $442.0M in its Q2 2026 13F filing. Largest positions: BRK-B (9.3%), NVDA (3.6%), AAPL (3.5%), BRK-A (3.2%) and MDLN (3.0%).

What did Sagewood Asset Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sagewood Asset Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.