account_balance
Investment manager · 13F filer · SEC CIK 1693636
Sagewood Asset Management LP
Reported value$442Mas of Jun 30, 2026
Positions432 123 new, 28 sold out
Top 10 weight32.9%BRK-B alone is 9%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
9.3%Added +35%
NVDANVIDIA Corp
3.6%Added +17%
AAPLApple Inc.
3.5%Added +13%
Berkshire Hathaway Inc
3.2%
MDLNMedline Inc.
3.0%New
MSFTMicrosoft Corp
2.3%
GOOGLAlphabet Inc.
2.3%
GSGoldman Sachs Group Inc
2.1%Trimmed −5%
JPMJPMorgan Chase & Co
1.9%Added +10%
AMZNAmazon.com Inc
1.6%+12%
ITWIllinois Tool Works Inc
1.5%
AXPAmerican Express Co
1.4%
BRK-BBerkshire Hathaway Inc
9.3%Added +35%
NVDANVIDIA Corp
3.6%
AAPLApple Inc.
3.5%
MDLNMedline Inc.
3.0%New
MSFTMicrosoft Corp
2.3%
GOOGLAlphabet Inc.
2.3%
GSGoldman Sachs Group Inc
2.1%
JPM1.9%AMZNITW1.5%AXP1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 9.3% Added +35%NVDA NVIDIA Corp 3.6% Added +17%AAPL Apple Inc. 3.5% Added +13%
Berkshire Hathaway Inc 3.2% Held
MDLN Medline Inc. 3.0% NewMSFT Microsoft Corp 2.3% HeldGOOGL Alphabet Inc. 2.3% HeldGS Goldman Sachs Group Inc 2.1% Trimmed −5%JPM JPMorgan Chase & Co 1.9% Added +10%AMZN Amazon.com Inc 1.6% Added +12%ITW Illinois Tool Works Inc 1.5% Added +3%AXP American Express Co 1.4% HeldWhat changed
Biggest moves since Mar 31, 2026
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