Sagewood Asset Management LP
CIK 0001693636 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
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
Top Holdings
BRK-B
BERKSHIRE HATHAWAY INC DEL
9.3%
NVDA
NVIDIA CORPORATION
3.6%
AAPL
APPLE INC
3.5%
BRK-A
BERKSHIRE HATHAWAY INC DEL
3.2%
MDLN
MEDLINE INC
3.0%
MSFT
MICROSOFT CORP
2.3%
GOOGL
ALPHABET INC
2.3%
GS
GOLDMAN SACHS GROUP INC
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.