Holdings

Sage Mountain Advisors LLC

As of Jun 30, 2026, Sage Mountain Advisors LLC reported 83 positions worth US$175M. Largest: Golub Capital Bdc, Inc., Broadcom Inc. and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Golub Capital Bdc, Inc.3.83MUS$49.3M+72,893Jun 30, 2026
Broadcom Inc.34,510US$13M+1,539Jun 30, 2026
Apple Inc37,830US$10.9M+4,968Jun 30, 2026
Jp Morgan Chase & Co.30,247US$9.9M+522Jun 30, 2026
Tesla, Inc.22,581US$9.5M+707Jun 30, 2026
Fortinet, Inc.42,527US$6.53M+227Jun 30, 2026
Copart, Inc.227KUS$6.39Mno changeJun 30, 2026
Alphabet Inc (google) Class C16,663US$5.93M+3,445Jun 30, 2026
Berkshire Hathaway Inc.10,587US$5.3M+474Jun 30, 2026
Amazon.com, Inc.21,011US$5.01M+3,132Jun 30, 2026