Sagewood Asset Management LP
CIK: 0001693636SEC EDGAR →
Portfolio Value
$281.6M
Holdings
264
As of
Q4 2025
New Positions
264
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 59,502 | $29.9M | 10.62% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 19 | $14.3M | 5.09% |
| 3 | MICROSOFT CORP | 25,764 | $12.5M | 4.42% |
| 4 | APPLE INC | 42,931 | $11.7M | 4.14% |
| 5 | NVIDIA CORPORATION | 59,738 | $11.1M | 3.96% |
| 6 | GOLDMAN SACHS GROUP INC | 9,950 | $8.7M | 3.11% |
| 7 | ALPHABET INC | 27,791 | $8.7M | 3.09% |
| 8 | JPMORGAN CHASE & CO. | 25,034 | $8.1M | 2.86% |
| 9 | COSTCO WHSL CORP NEW | 7,841 | $6.8M | 2.40% |
| 10 | AMERICAN EXPRESS CO | 18,015 | $6.7M | 2.37% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 47 | $65.5M | 23.3% |
| Unknown | 21 | $53.0M | 18.8% |
| Financial Services | 40 | $42.6M | 15.1% |
| Consumer Defensive | 14 | $22.6M | 8.0% |
| Consumer Cyclical | 24 | $19.3M | 6.9% |
| Industrials | 31 | $19.2M | 6.8% |
| Communication Services | 11 | $18.5M | 6.6% |
| Healthcare | 27 | $17.4M | 6.2% |
| Energy | 11 | $7.9M | 2.8% |
| Real Estate | 20 | $6.8M | 2.4% |
| Utilities | 13 | $6.1M | 2.2% |
| Basic Materials | 5 | $2.6M | 0.9% |