DOSSIER · 13F-HR · Q2 2026
Pacific Sage Partners, LLC
$705M in tracked AUM across 127 positions as of Q2 2026.
PS
CIK 0001936845 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Pacific Sage Partners, LLC has reported a substantial expansion in assets under management, with the total portfolio value growing by 240.8% from approximately $185.18M in the prior quarter to $631.03M as of the report date. This dramatic increase suggests a significant inflow of new capital, rather than mere market appreciation. The portfolio composition has shifted concurrently, evolving from a likely concentrated equity strategy to a highly diversified stru...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 15