Holdings
Sagewood Asset Management LP
As of Jun 30, 2026, Sagewood Asset Management LP reported 408 positions worth US$432M. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 110K | US$55.1M | +21,272 | Jun 30, 2026 |
| Nvidia Corporation | 78,921 | US$15.8M | +11,260 | Jun 30, 2026 |
| Apple Inc | 53,792 | US$15.6M | +6,213 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 42,360 | US$15.1M | +5,107 | Jun 30, 2026 |
| Medline Inc. | 338K | US$13.3M | new | Jun 30, 2026 |
| Microsoft Corp. | 27,333 | US$10.2M | +529 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 9,339 | US$9.45M | −462 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 25,880 | US$8.47M | +2,284 | Jun 30, 2026 |
| Amazon.com, Inc. | 30,369 | US$7.24M | +3,221 | Jun 30, 2026 |
| Illinois Tool Works Inc. | 24,689 | US$6.68M | +822 | Jun 30, 2026 |