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Sagewood Asset Management LP 13F holdings

Filed 2026-07-29 · Sagewood Asset Management LP · 432 positions · $442.0M

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TickerCompanySharesValue% of portfolio
BRK-BBERKSHIRE HATHAWAY INC DEL81.8K$40.9M9.3%
NVDANVIDIA CORPORATION78.9K$15.8M3.6%
AAPLAPPLE INC53.8K$15.6M3.5%
BRK-BBERKSHIRE HATHAWAY INC DEL19$14.2M3.2%
MEDLMEDLINE INC338.2K$13.3M3.0%
MSFTMICROSOFT CORP27.3K$10.2M2.3%
GOOGLALPHABET INC28.1K$10.1M2.3%
GSGOLDMAN SACHS GROUP INC9.3K$9.4M2.1%
JPMJPMORGAN CHASE & CO25.9K$8.5M1.9%
AMZNAMAZON COM INC30.4K$7.2M1.6%
ITWILLINOIS TOOL WKS INC24.7K$6.7M1.5%
AXPAMERICAN EXPRESS CO17.7K$6.0M1.4%
KLACKLA CORP19.6K$5.9M1.3%
COSTCOSTCO WHOLESALE CORPORATION6.3K$5.9M1.3%
AVGOBROADCOM INC14.7K$5.6M1.3%
PEPPEPSICO INC40.7K$5.5M1.2%
GOOGALPHABET INC14.4K$5.1M1.2%
MUMICRON TECHNOLOGY INC3.4K$4.0M0.9%
LLYELI LILLY & CO3.0K$3.6M0.8%
AMDADVANCED MICRO DEVICES INC5.9K$3.4M0.8%
ANETARISTA NETWORKS INC20.0K$3.4M0.8%
TSLATESLA INC7.4K$3.1M0.7%
HSYHERSHEY CO17.3K$3.0M0.7%
METAMETA PLATFORMS INC5.2K$3.0M0.7%
WDCWESTERN DIGITAL CORP4.5K$2.9M0.6%
JNJJOHNSON & JOHNSON10.7K$2.7M0.6%
CAHCARDINAL HEALTH INC10.9K$2.6M0.6%
ARANTERO RESOURCES CORP73.3K$2.6M0.6%
MSMORGAN STANLEY11.5K$2.4M0.5%
CLCOLGATE PALMOLIVE CO25.9K$2.4M0.5%
AVTAVNET INC24.2K$2.1M0.5%
EXMOCEXXON MOBIL CORP14.8K$2.0M0.5%
QCOMQUALCOMM INC10.6K$2.0M0.4%
ABBVABBVIE INC7.7K$1.9M0.4%
GEGE AEROSPACE5.1K$1.9M0.4%
INTCINTEL CORP13.2K$1.8M0.4%
SPINSTATE STR CORP10.7K$1.8M0.4%
CPBTHE CAMPBELLS COMPANY81.1K$1.8M0.4%
AMKRAMKOR TECHNOLOGY INC20.8K$1.8M0.4%
LNGCHENIERE ENERGY INC7.4K$1.8M0.4%
MANMANPOWERGROUP INC WIS51.7K$1.7M0.4%
CMICUMMINS INC2.3K$1.7M0.4%
VVISA INC4.8K$1.7M0.4%
ADIANALOG DEVICES INC4.1K$1.6M0.4%
MOALTRIA GROUP INC22.4K$1.6M0.4%
IBMINTERNATIONAL BUSINESS MACHS5.7K$1.6M0.4%
GNTXGENTEX CORP61.9K$1.6M0.4%
RRCRANGE RES CORP41.7K$1.5M0.4%
DXCMDEXCOM INC22.7K$1.5M0.3%
PMPHILIP MORRIS INTL INC8.4K$1.5M0.3%
COFCAPITAL ONE FINL CORP7.2K$1.4M0.3%
FISVFISERV INC29.1K$1.4M0.3%
NSCNORFOLK SOUTHN CORP4.5K$1.4M0.3%
BIIBBIOGEN INC6.5K$1.4M0.3%
GEVGE VERNOVA INC1.2K$1.4M0.3%
GILDGILEAD SCIENCES INC10.6K$1.3M0.3%
CSCOCISCO SYS INC11.4K$1.3M0.3%
SNDKSANDISK CORP585$1.3M0.3%
NFLXNETFLIX INC.18.3K$1.3M0.3%
WMTWALMART INC11.5K$1.3M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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