Institutional Fund
Sagewood Asset Management LP
New York, NYCIK 16936362 filings on record
Portfolio Value
$319.24M
Q1 2026
Holdings
337
Reported positions
New Buys
117
Opened this quarter
QoQ Change
+13.4%
from $281.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del9.1%
- Berkshire Hathaway Inc Del4.3%
- Apple Inc3.8%
- Nvidia Corporation3.7%
- Microsoft Corp3.1%
- Goldman Sachs Group Inc2.6%
- Other73.5%
Portfolio Holdings
337 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 60.4K | $28.96M | 9.1% | +940 | Added |
| 2 | Berkshire Hathaway Inc Del | 19 | $13.64M | 4.3% | 0 | Held |
| 3 | Apple Inc | 47.6K | $12.08M | 3.8% | +4.6K | Added |
| 4 | Nvidia Corporation | 67.7K | $11.80M | 3.7% | +7.9K | Added |
| 5 | Microsoft Corp | 26.8K | $9.92M | 3.1% | +1.0K | Added |
| 6 | Goldman Sachs Group Inc | 9.8K | $8.29M | 2.6% | −149 | Reduced |
| 7 | Alphabet Inc | 27.8K | $7.99M | 2.5% | −13 | Reduced |
| 8 | Jpmorgan Chase & Co. | 23.6K | $6.94M | 2.2% | −1.4K | Reduced |
| 9 | Pepsico Inc | 42.9K | $6.66M | 2.1% | +538 | Added |
| 10 | Costco Whsl Corp New | 6.5K | $6.43M | 2.0% | −1.4K | Reduced |
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