Institutions / Sagewood Asset Management LP
Sagewood Asset Management LP
CIK 1693636 · Institution · as of Dec 31, 2025
Portfolio value
$281.60M
Positions
264
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 264 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $29.91M | 10.6% |
| Berkshire Hathaway Inc Del | $14.34M | 5.1% |
| Microsoft Corp | $12.46M | 4.4% |
| Apple Inc. | $11.67M | 4.1% |
| NVIDIA Corp | $11.14M | 4.0% |
| The Goldman Sachs Group, Inc. | $8.75M | 3.1% |
| Alphabet Inc. | $8.70M | 3.1% |
| JPMorgan Chase & Co | $8.07M | 2.9% |
| Costco Wholesale Corp /New | $6.76M | 2.4% |
| American Express Co | $6.66M | 2.4% |
| Pepsico Inc | $6.08M | 2.2% |
| Amazon.com Inc | $5.73M | 2.0% |
| Illinois Tool Works Inc | $5.38M | 1.9% |
| Broadcom Inc. | $3.65M | 1.3% |
| Hershey Co | $3.26M | 1.2% |
| Meta Platforms Inc | $3.22M | 1.1% |
| Fiserv Inc | $2.70M | 1.0% |
| Kla Corp | $2.61M | 0.9% |
| Tesla Inc | $2.57M | 0.9% |
| ANTERO RESOURCES Corp | $2.57M | 0.9% |
| Alphabet Inc. | $2.55M | 0.9% |
| Johnson & Johnson | $2.53M | 0.9% |
| ELI LILLY & Co | $2.52M | 0.9% |
| Arista Networks, Inc.ANET | $2.41M | 0.9% |
| CAMPBELL'S Co | $2.06M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.