§ 13F · FUND PROFILE
Sagewood Asset Management LP.
AUM · $442M (13F)Positions · 432Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 82K | $41M | 9.3% | +35% |
| 2 | NVDA | NVIDIA CORPORATION | 79K | $16M | 3.6% | +17% |
| 3 | AAPL | APPLE INC | 54K | $16M | 3.5% | +13% |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 19 | $14M | 3.2% | ±0% |
| 5 | MDLN | MEDLINE INC | 338K | $13M | 3.0% | NEW |
| 6 | MSFT | MICROSOFT CORP | 27K | $10M | 2.3% | +2% |
| 7 | GOOGL | ALPHABET INC | 28K | $10M | 2.3% | +1% |
| 8 | GS | GOLDMAN SACHS GROUP INC | 9K | $9M | 2.1% | −5% |
| 9 | JPM | JPMORGAN CHASE & CO | 26K | $8M | 1.9% | +10% |
| 10 | AMZN | AMAZON COM INC | 30K | $7M | 1.6% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGEWOOD SIGNAL
AC read
Sagewood Asset Management LP is a Other fund managing $442 million in assets. The fund runs a broad portfolio of 432 positions.
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