Sagewood Asset Management LP — 13F holdings

Sagewood Asset Management LP reported 432 holdings worth $442M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $40.9M (9.3%)
2. NVDA NVIDIA CORPORATION — $15.8M (3.6%)
3. AAPL APPLE INC — $15.6M (3.5%)
4. BRK.A BERKSHIRE HATHAWAY INC DEL — $14.2M (3.2%)
5. MDLN MEDLINE INC — $13.3M (3.0%)
6. MSFT MICROSOFT CORP — $10.2M (2.3%)
7. GOOGL ALPHABET INC — $10.1M (2.3%)
8. GS GOLDMAN SACHS GROUP INC — $9.45M (2.1%)
9. JPM JPMorgan Chase & Co. — $8.47M (1.9%)
10. AMZN AMAZON COM INC — $7.24M (1.6%)