Sagewood Asset Management LP: 13F holdings
CIK 16936362026Q2
| Positions | 432 |
|---|
| Reported value | $442.0m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 432 (+95 vs prior quarter) |
|---|
| Reported value | $442.0m (+38.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 81,754 | $40.9m | 9.3% |
| NVDA NVIDIA CORPORATION | 78,921 | $15.8m | 3.6% |
| AAPL APPLE INC | 53,792 | $15.6m | 3.5% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 19 | $14.2m | 3.2% |
| MDLN MEDLINE INC | 338,196 | $13.3m | 3.0% |
| MSFT MICROSOFT CORP | 27,333 | $10.2m | 2.3% |
| GOOGL ALPHABET INC | 28,132 | $10.1m | 2.3% |
| GS GOLDMAN SACHS GROUP INC | 9,339 | $9.4m | 2.1% |
| JPM JPMORGAN CHASE & CO | 25,880 | $8.5m | 1.9% |
| AMZN AMAZON COM INC | 30,369 | $7.2m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1693636")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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