Sagewood Asset Management LP
CIK 1693636
13F filing for Q2 2026・No. 4,233
- Holdings
- US$442.05M
- Quarter change
- +US$122.81M
- Entries
- 432
- Net bought (estimate)
- +US$88.88M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 125
- Sold out 30
- Cut 77
- Added 220
- Corporate actions 2
- Unchanged 10
Largest holdings
432 stocks worth US$442.05M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 81,754 | US$40.91M | 9.25% |
| NVDANvidiaCOM | Added | 78,921 | US$15.79M | 3.57% |
| AAPLAppleCOM | Added | 53,792 | US$15.57M | 3.52% |
| BERKSHIRE HATHAWAY INC DELCL A | Unchanged | 19 | US$14.23M | 3.22% |
| MDLNMEDLINE INCCOM CL A | New | 338,196 | US$13.34M | 3.02% |
| MSFTMicrosoftCOM | Added | 27,333 | US$10.2M | 2.31% |
| GOOGLAlphabetCAP STK CL A | Added | 28,132 | US$10.05M | 2.27% |
| GSGOLDMAN SACHS GROUP INCCOM | Cut | 9,339 | US$9.45M | 2.14% |
| JPMJPMORGAN CHASE & COCOM | Added | 25,880 | US$8.47M | 1.92% |
| AMZNAmazonCOM | Added | 30,369 | US$7.24M | 1.64% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.