StockDriftsStockDriftsTop 50 Sagewood Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.07% | 60.4K | $29.0M | +1.58%(+940) | $493.85(+2.82%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.27% | 19 | $13.6M | +0.00%(+0) | $754500.00(+0.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.78% | 47.6K | $12.1M | +10.83%(+4.65K) | $263.20(+17.26%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.7% | 67.7K | $11.8M | +13.26%(+7.92K) | $185.83(+4.84%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.11% | 26.8K | $9.9M | +4.04%(+1.04K) | $497.92(-21.58%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 2.6% | 9.8K | $8.3M | -1.50%(-149) | $837.67(+21.88%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.5% | 27.8K | $8.0M | -0.05%(-13) | $278.05(+29.44%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.17% | 23.6K | $6.9M | -5.74%(-1.44K) | $318.82(+4.91%) | 2026-03-31 | |
| PEP | PEPSICO INC | 2.09% | 42.9K | $6.7M | +1.27%(+538) | $142.07(+1.51%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.01% | 6.5K | $6.4M | -17.69%(-1.39K) | $893.99(+6.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -19.55% | -47.93% |
| Top 20 Holdings Unweighted | -12.30% | -32.55% |
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