DOSSIER · 13F-HR · Q2 2026

Sagewood Asset Management LP

$442M in tracked AUM across 432 positions as of Q2 2026.

SA
CIK 0001693636 · last filed Jun 30, 2026
Total AUM
$442M
as of Q2 2026
Holdings
432
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Sagewood Asset Management LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$41M82K9.3%
02
NVDA
NVIDIA CORPORATION
$16M79K3.6%
03
AAPL
APPLE INC
$16M54K3.5%
04
BRK/A
BERKSHIRE HATHAWAY INC DEL
$14M193.2%
05
MDLN
MEDLINE INC
$13M338K3.0%
06
MSFT
MICROSOFT CORP
$10M27K2.3%
07
GOOGL
ALPHABET INC
$10M28K2.3%
08
GS
GOLDMAN SACHS GROUP INC
$9M9K2.1%
09
JPM
JPMORGAN CHASE & CO
$8M26K1.9%
10
AMZN
AMAZON COM INC
$7M30K1.6%

Filing history

2026Q2Jun 30
$442M 38.5%
432 positionsView →
2026Q1Mar 31
$319M 13.4%
337 positionsView →
2025Q4Dec 31
$282M
264 positionsView →