Sagewood Asset Management LP
Sector Allocation
- Technology28.0%$123.6M
- Financials27.0%$119.5M
- Healthcare9.8%$43.5M
- Industrials7.8%$34.3M
- Consumer Staples7.3%$32.3M
- Consumer Discretionary7.0%$31.1M
- Real Estate3.5%$15.5M
- Energy3.3%$14.4M
- Utilities3.0%$13.2M
- Materials1.3%$5.9M
AUM History
13fpro.ai/research/fund/sagewood-asset-management-lp-1693636
Conviction and streaks
Diversifying · top 10 = 32.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
BRK.B
$40.9MNVDA
$15.8MAAPL
$15.6MBRK.A
$14.2MMDLN
$13.3MMSFT
$10.2MGOOGL
$10.1MGS
$9.4MJPM
$8.5MAMZN
$7.2MITW
$6.7MAXP
$6.0MKLAC
$5.9MCOST
$5.9MAVGO
$5.6MPEP
$5.5MGOOG
$5.1MMU
$4.0MLLY
$3.6MAMD
$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sagewood-asset-management-lp-1693636
Sagewood Asset Management LP 13F holdings — Q2 2026
$442.0M portfolio (+38.5% QoQ) · 432 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
$40.9M
9.3% of stocks
+35%This quarter—Since filed3+ qtrsHeld$15.8M
3.6% of stocks
+17%This quarter+13.7%Since filed3+ qtrsHeld$15.6M
3.5% of stocks
+13%This quarter+1.7%Since filed3+ qtrsHeld$14.2M
3.2% of stocks
No changeThis quarter—Since filed3+ qtrsHeld$13.3M
3.0% of stocks
NewThis quarter-15.9%Since filedNew this quarterHeld$10.2M
2.3% of stocks
+2%This quarter+36.4%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$10.1M
2.3% of stocks
+1%This quarter-6.4%Since filed3+ qtrsHeld$9.4M
2.1% of stocks
-5%This quarter-8.9%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$8.5M
1.9% of stocks
+10%This quarter-3.1%Since filed3+ qtrsHeld$7.2M
1.6% of stocks
+12%This quarter+9.9%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Sagewood Asset Management LP (Q2 2026)
432 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ILLINOIS TOOL WORKS INC | Industrials | $6.7M | 1.5% | 25K | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMERICAN EXPRESS CO | Financials | $6.0M | 1.4% | 18K | -1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | KLA CORP | Technology | $5.9M | 1.3% | 20K | +791% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.9M | 1.3% | 6,279 | -3% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Broadcom Inc. | Technology | $5.6M | 1.3% | 15K | +20% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | PEPSICO INC | Consumer Staples | $5.5M | 1.3% | 41K | -5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Alphabet Inc. | Technology | $5.1M | 1.1% | 14K | +52% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MICRON TECHNOLOGY INC | Technology | $4.0M | 0.9% | 3,438 | +42% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ELI LILLY & Co | Healthcare | $3.6M | 0.8% | 2,963 | +12% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ADVANCED MICRO DEVICES INC | Technology | $3.4M | 0.8% | 5,920 | +16% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Arista Networks, Inc. | Technology | $3.4M | 0.8% | 20K | +7% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Tesla, Inc. | Consumer Discretionary | $3.1M | 0.7% | 7,413 | +17% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | HERSHEY CO | Consumer Staples | $3.0M | 0.7% | 17K | -4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Meta Platforms, Inc. | Technology | $3.0M | 0.7% | 5,245 | +25% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | WESTERN DIGITAL CORP | Technology | $2.9M | 0.7% | 4,483 | -12% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.7M | 0.6% | 11K | -7% | |||
| 27 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $2.6M | 0.6% | 11K | +109% | |||
| 28 | $AR | ANTERO RESOURCES Corp | Energy | $2.6M | 0.6% | 73K | +2% | |||
| 29 | $MS | MORGAN STANLEY | Financials | $2.4M | 0.6% | 12K | +3% | |||
| 30 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $2.4M | 0.5% | 26K | +20% | |||
| 31 | $AVT | AVNET INC | Technology | $2.1M | 0.5% | 24K | +6% | |||
| 32 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.0M | 0.5% | 15K | +2% | |||
| 33 | $QCOM | QUALCOMM INC/DE | Technology | $2.0M | 0.4% | 11K | +2% | |||
| 34 | $ABBV | AbbVie Inc. | Healthcare | $1.9M | 0.4% | 7,717 | +29% | |||
| 35 | $GE | GENERAL ELECTRIC CO | Industrials | $1.9M | 0.4% | 5,148 | +15% | |||
| 36 | $INTC | INTEL CORP | Technology | $1.8M | 0.4% | 13K | +51% | |||
| 37 | $STT | STATE STREET CORP | Financials | $1.8M | 0.4% | 11K | +4% | |||
| 38 | $CPB | CAMPBELL'S Co | Consumer Staples | $1.8M | 0.4% | 81K | +11% | |||
| 39 | $AMKR | AMKOR TECHNOLOGY, INC. | Technology | $1.8M | 0.4% | 21K | -2% | |||
| 40 | $LNG | Cheniere Energy, Inc. | Energy | $1.8M | 0.4% | 7,420 | -6% | |||
| 41 | $MAN | ManpowerGroup Inc. | Industrials | $1.7M | 0.4% | 52K | +190% | |||
| 42 | $CMI | CUMMINS INC | Industrials | $1.7M | 0.4% | 2,348 | +6% | |||
| 43 | $V | VISA INC. | Financials | $1.7M | 0.4% | 4,821 | +87% | |||
| 44 | $ADI | ANALOG DEVICES INC | Technology | $1.6M | 0.4% | 4,083 | +5% | |||
| 45 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.6M | 0.4% | 22K | +19% | |||
| 46 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.6M | 0.4% | 5,693 | -3% | |||
| 47 | $GNTX | GENTEX CORP | Industrials | $1.6M | 0.3% | 62K | -6% | |||
| 48 | $RRC | RANGE RESOURCES CORP | Energy | $1.5M | 0.3% | 42K | -2% | |||
| 49 | $DXCM | DEXCOM INC | Healthcare | $1.5M | 0.3% | 23K | +0.3% | |||
| 50 | $PM | Philip Morris International Inc. | Consumer Staples | $1.5M | 0.3% | 8,381 | +16% | |||
| 51 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.4M | 0.3% | 7,225 | +7% | |||
| 52 | $FISV | FISERV INC | Financials | $1.4M | 0.3% | 29K | -2% | |||
| 53 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.4M | 0.3% | 4,472 | +4% | |||
| 54 | $BIIB | BIOGEN INC. | Healthcare | $1.4M | 0.3% | 6,484 | -0.1% | |||
| 55 | $GEV | GE Vernova Inc. | Industrials | $1.4M | 0.3% | 1,188 | +3% | |||
| 56 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.3M | 0.3% | 11K | +0.3% | |||
| 57 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.3M | 0.3% | 11K | +92% | |||
| 58 | $SNDK | Sandisk Corp | Technology | $1.3M | 0.3% | 585 | +12% | |||
| 59 | $NFLX | NETFLIX INC | Communication Services | $1.3M | 0.3% | 18K | -7% | |||
| 60 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.3% | 12K | +7% | |||
| 61 | $EIX | EDISON INTERNATIONAL | Utilities | $1.3M | 0.3% | 17K | +11% | |||
| 62 | $MA | Mastercard Inc | Financials | $1.3M | 0.3% | 2,486 | +120% | |||
| 63 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.3M | 0.3% | 3,616 | +7% | |||
| 64 | $LRCX | LAM RESEARCH CORP | Technology | $1.3M | 0.3% | 2,910 | +37% | |||
| 65 | $IDA | IDACORP INC | Utilities | $1.3M | 0.3% | 8,333 | +25% | |||
| 66 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.3% | 1,700 | +53% | |||
| 67 | $MRK | Merck & Co., Inc. | Healthcare | $1.1M | 0.3% | 8,934 | +4% | |||
| 68 | $MHK | MOHAWK INDUSTRIES INC | Consumer Discretionary | $1.1M | 0.3% | 9,448 | +273% | |||
| 69 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $1.1M | 0.3% | 3,468 | +6% | |||
| 70 | $BCPC | BALCHEM CORP | Healthcare | $1.1M | 0.3% | 6,765 | -16% | |||
| 71 | $SNDR | Schneider National, Inc. | Industrials | $1.1M | 0.3% | 31K | +9% | |||
| 72 | $EFX | EQUIFAX INC | Financials | $1.1M | 0.3% | 7,178 | +76% | |||
| 73 | $FNB | FNB CORP/PA/ | Financials | $1.1M | 0.3% | 59K | -6% | |||
| 74 | $SNX | TD SYNNEX CORP | Technology | $1.1M | 0.3% | 4,212 | +3% | |||
| 75 | $KKR | KKR & Co. Inc. | Financials | $1.1M | 0.3% | 12K | +79% | |||
| 76 | $MRP | Millrose Properties, Inc. | Real Estate | $1.1M | 0.3% | 36K | +22% | |||
| 77 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $1.1M | 0.2% | 11K | +1% | |||
| 78 | $BHF | Brighthouse Financial, Inc. | Financials | $1.0M | 0.2% | 16K | +6% | |||
| 79 | $RTX | RTX Corp | Industrials | $1.0M | 0.2% | 5,415 | -20% | |||
| 80 | $AZO | AUTOZONE INC | Consumer Discretionary | $1.0M | 0.2% | 317 | New | |||
| 81 | $CAT | CATERPILLAR INC | Industrials | $998K | 0.2% | 937 | +106% | |||
| 82 | $RNG | RingCentral, Inc. | Technology | $985K | 0.2% | 25K | +15% | |||
| 83 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $976K | 0.2% | 2,349 | +63% | |||
| 84 | $M | Macy's, Inc. | Consumer Discretionary | $961K | 0.2% | 41K | +29% | |||
| 85 | $VRSN | VERISIGN INC/CA | Technology | $956K | 0.2% | 3,801 | +15% | |||
| 86 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $912K | 0.2% | 13K | +18% | |||
| 87 | $CB | Chubb Ltd | Financials | $882K | 0.2% | 2,589 | +51% | |||
| 88 | $GM | General Motors Co | Consumer Discretionary | $882K | 0.2% | 11K | +12% | |||
| 89 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $880K | 0.2% | 15K | +7% | |||
| 90 | $MCK | MCKESSON CORP | Consumer Staples | $879K | 0.2% | 1,163 | +29% | |||
| 91 | $PCG | PG&E Corp | Utilities | $873K | 0.2% | 52K | +18% | |||
| 92 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $848K | 0.2% | 1,234 | — | |||
| 93 | $ARES | Ares Management Corp | Financials | $841K | 0.2% | 7,556 | +22% | |||
| 94 | $BPOP | POPULAR, INC. | Financials | $837K | 0.2% | 5,101 | +6% | |||
| 95 | $ABT | ABBOTT LABORATORIES | Healthcare | $824K | 0.2% | 9,085 | +35% | |||
| 96 | $GLW | CORNING INC /NY | Materials | $817K | 0.2% | 3,198 | +54% | |||
| 97 | $DAL | DELTA AIR LINES, INC. | Industrials | $809K | 0.2% | 8,635 | +11% | |||
| 98 | $CNC | CENTENE CORP | Healthcare | $789K | 0.2% | 12K | +26% | |||
| 99 | $FHB | FIRST HAWAIIAN, INC. | Financials | $779K | 0.2% | 27K | +163% | |||
| 100 | $EVRG | Evergy, Inc. | Utilities | $770K | 0.2% | 8,904 | +33% | |||
| 101 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $764K | 0.2% | 13K | +44% | |||
| 102 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $762K | 0.2% | 2,057 | +8% | |||
| 103 | $L | LOEWS CORP | Financials | $759K | 0.2% | 6,707 | -5% | |||
| 104 | $AES | AES CORP | Utilities | $755K | 0.2% | 52K | +6% | |||
| 105 | $AMGN | AMGEN INC | Healthcare | $752K | 0.2% | 2,078 | +0.7% | |||
| 106 | $AON | Aon plc | Financials | $751K | 0.2% | 2,263 | +12% | |||
| 107 | $EG | EVEREST GROUP, LTD. | Financials | $749K | 0.2% | 2,096 | +115% | |||
| 108 | $COR | Cencora, Inc. | Consumer Staples | $744K | 0.2% | 2,629 | +13% | |||
| 109 | $ARW | ARROW ELECTRONICS, INC. | Technology | $738K | 0.2% | 3,460 | -3% | |||
| 110 | $SYY | SYSCO CORP | Consumer Discretionary | $736K | 0.2% | 8,804 | +6% | |||
| 111 | $VICI | VICI PROPERTIES INC. | Real Estate | $733K | 0.2% | 28K | -9% | |||
| 112 | $PFGC | Performance Food Group Co | Consumer Staples | $733K | 0.2% | 6,553 | +126% | |||
| 113 | $PLTR | Palantir Technologies Inc. | Technology | $726K | 0.2% | 6,226 | -12% | |||
| 114 | $PANW | Palo Alto Networks Inc | Technology | $721K | 0.2% | 2,114 | New | |||
| 115 | $LAD | LITHIA MOTORS INC | Consumer Discretionary | $720K | 0.2% | 2,477 | +75% | |||
| 116 | $NSA | National Storage Affiliates Trust | Real Estate | $718K | 0.2% | 16K | +4% | |||
| 117 | $LNT | ALLIANT ENERGY CORP | Utilities | $697K | 0.2% | 9,140 | +143% | |||
| 118 | $PLD | Prologis, Inc. | Real Estate | $686K | 0.2% | 5,064 | +24% | |||
| 119 | $NOV | NOV Inc. | Energy | $686K | 0.2% | 37K | +31% | |||
| 120 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $684K | 0.1% | 2,073 | +101% | |||
| 121 | $MCD | MCDONALDS CORP | Consumer Discretionary | $676K | 0.1% | 2,502 | +5% | |||
| 122 | $LEA | LEAR CORP | Industrials | $671K | 0.1% | 5,002 | +28% | |||
| 123 | $HUM | HUMANA INC | Healthcare | $670K | 0.1% | 1,687 | New | |||
| 124 | $INGM | Ingram Micro Holding Corp | Technology | $661K | 0.1% | 24K | +7% | |||
| 125 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $660K | 0.1% | 4,038 | -4% | |||
| 126 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $648K | 0.1% | 2,188 | +148% | |||
| 127 | $CG | Carlyle Group Inc. | Financials | $646K | 0.1% | 15K | +174% | |||
| 128 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $646K | 0.1% | 326 | +57% | |||
| 129 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $646K | 0.1% | 5,986 | New | |||
| 130 | $CRM | Salesforce, Inc. | Technology | $642K | 0.1% | 4,100 | +251% | |||
| 131 | $FTAI | FTAI Aviation Ltd. | Industrials | $638K | 0.1% | 2,360 | +13% | |||
| 132 | $UDR | UDR, Inc. | Real Estate | $635K | 0.1% | 16K | New | |||
| 133 | $BYD | BOYD GAMING CORP | Consumer Discretionary | $634K | 0.1% | 7,182 | -10% | |||
| 134 | $CVX | CHEVRON CORP | Energy | $634K | 0.1% | 3,825 | +47% | |||
| 135 | $FIS | Fidelity National Information Services, Inc. | Financials | $634K | 0.1% | 16K | +26% | |||
| 136 | $C | CITIGROUP INC | Financials | $632K | 0.1% | 4,516 | +15% | |||
| 137 | $SM | SM Energy Co | Energy | $630K | 0.1% | 24K | — | |||
| 138 | $TPL | Texas Pacific Land Corp | Financials | $626K | 0.1% | 1,431 | -14% | |||
| 139 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $622K | 0.1% | 4,242 | +71% | |||
| 140 | $AZN | ASTRAZENECA PLC | Healthcare | $622K | 0.1% | 3,280 | — | |||
| 141 | $MMM | 3M CO | Healthcare | $617K | 0.1% | 3,812 | +17% | |||
| 142 | $INCY | INCYTE CORP | Healthcare | $614K | 0.1% | 5,420 | +48% | |||
| 143 | $PPL | PPL Corp | Utilities | $612K | 0.1% | 17K | +14% | |||
| 144 | $WPC | W. P. Carey Inc. | Real Estate | $608K | 0.1% | 8,497 | +47% | |||
| 145 | $APP | AppLovin Corp | Technology | $607K | 0.1% | 1,178 | +33% | |||
| 146 | $PB | PROSPERITY BANCSHARES INC | Financials | $601K | 0.1% | 8,229 | +73% | |||
| 147 | $ORCL | ORACLE CORP | Technology | $600K | 0.1% | 4,091 | +26% | |||
| 148 | $PNW | PINNACLE WEST CAPITAL CORP | Utilities | $588K | 0.1% | 5,493 | +12% | |||
| 149 | $WCC | WESCO INTERNATIONAL INC | Consumer Discretionary | $587K | 0.1% | 1,700 | — | |||
| 150 | $MCO | MOODYS CORP /DE/ | Financials | $586K | 0.1% | 1,294 | +27% |
What changed in Q2 2026
Against the previous quarter's 13F: 122 new, 223 added to, 77 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.
New positions (122)
first bought this quarter
$AZOAUTOZONE INC$1.0M
first bought this quarter
$PANWPalo Alto Networks Inc$721K
first bought this quarter
$HUMHUMANA INC$670K
first bought this quarter
$PFHPRUDENTIAL FINANCIAL INC$646K
first bought this quarter
$UDRUDR, Inc.$635K
first bought this quarter
+116 more in the Excel export
Added to (223)
now $40.9M · held 3+ qtrs, 2 adds in a row
now $5.9M · held 3+ qtrs
now $15.8M · held 3+ qtrs, 2 adds in a row
now $15.6M · held 3+ qtrs, 2 adds in a row
now $5.1M · held 3+ qtrs, 2 adds in a row
$CAHCARDINAL HEALTH INC+109%
now $2.6M · held 3+ qtrs, 2 adds in a row
+217 more in the Excel export
Trimmed (77)
$CCZCOMCAST CORP-70%
now $243K
$DDDuPont de Nemours, Inc.-69%
now $258K
now $9.4M · held 3+ qtrs, 2 trims in a row
$WDCWESTERN DIGITAL CORP-12%
now $2.9M · held 3+ qtrs
$DXCDXC Technology Co-61%
now $202K
now $5.5M · held 3+ qtrs
+71 more in the Excel export
Holdings by quarter
Every 13F Sagewood Asset Management LP has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sagewood Asset Management?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sagewood Asset Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+3.3%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sagewood Asset Management LP disclosed 432 positions worth $442.0M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 9.3% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 122 new positions and exited 28 — including a new stake in $MDLN and a full exit from $AL. The portfolio is most concentrated in Technology (28.0% of disclosed assets). All figures are sourced directly from Sagewood Asset Management LP’s Form 13F-HR filing with the SEC under CIK 1693636.
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