StockDriftsStockDriftsTop 50 Sagewood Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.25% | 81.8K | $40.9M | +35.26%(+21.31K) | $492.20(+6.33%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.57% | 78.9K | $15.8M | +16.64%(+11.26K) | $185.37(+18.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.52% | 53.8K | $15.6M | +13.06%(+6.21K) | $263.76(+16.27%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.22% | 19 | $14.2M | +0.00%(+0) | $754500.00(+4.14%) | 2026-06-30 | |
| MDLN | MEDLINE INC | 3.02% | 338.2K | $13.3M | new | $41.03(-16.99%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.31% | 27.3K | $10.2M | +1.97%(+529) | $495.36(+1.49%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.27% | 28.1K | $10.1M | +1.27%(+354) | $278.52(+26.19%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.14% | 9.3K | $9.4M | -4.71%(-462) | $837.67(+23.85%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.92% | 25.9K | $8.5M | +9.68%(+2.28K) | $317.65(+13.80%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.64% | 30.4K | $7.2M | +11.86%(+3.22K) | $224.17(+22.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.16% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.76% |
Sagewood Asset Management LP reports $442.05M in US-listed equity holdings across 432 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (9.3%), NVDA (3.6%) and AAPL (3.5%). The top 20 holdings account for 44.52% of reported assets. Its disclosed equity book has returned +3.16% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sagewood Asset Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1693636). View Sagewood Asset Management LP’s 13F filings on SEC