Sagewood Asset Management
Sagewood Asset Management reported 432 stocks worth $442M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are BRK.B (9.3%), NVDA (3.6%) and AAPL (3.5%). Compared with Q1 2026, the fund opened new positions in MDLN and AZO, added to BRK.B, NVDA and AAPL, trimmed GS, AXP and COST and sold out of BIO, MRNA and CHTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $40.9M | 9.3% | 82K | +21K (+35%) | 3 of 3 | |
| 2 |  NVDA Nvidia Corporation | $15.8M | 3.6% | 79K | +11K (+17%) | 3 of 3 | |
| 3 |  AAPL Apple Inc | $15.6M | 3.5% | 54K | +6,213 (+13%) | 3 of 3 | |
| 4 |  BRK.A Berkshire Hathaway Inc Dclass A | $14.2M | 3.2% | 19 | No change | 3 of 3 | |
| 5 |  MDLN Medline Inc | $13.3M | 3.0% | 338K | New position | 1 of 3 | |
| 6 |  MSFT Microsoft Corp | $10.2M | 2.3% | 27K | +529 (+2%) | 3 of 3 | |
| 7 |  GOOGL Alphabet Inc | $10.1M | 2.3% | 28K | +354 (+1%) | 3 of 3 | |
| 8 |  GS Goldman Sachs Group Inc | $9.4M | 2.1% | 9,339 | −462 (−5%) | 3 of 3 | |
| 9 |  JPM Jpmorgan Chase & Co. | $8.5M | 1.9% | 26K | +2,284 (+10%) | 3 of 3 | |
| 10 |  AMZN Amazon Com Inc | $7.2M | 1.6% | 30K | +3,221 (+12%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
AIR LEASE CORP | $1.1M | 17K |
HONEYWELL INTL INC | $360K | 1,593 |
 BIO Bio Rad Labs Inc | $348K | 1,247 |
 MRNA Moderna Inc | $311K | 6,122 |
 CHTR Charter Communications Inc N | $287K | 1,330 |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Sagewood Asset Management 13F FAQ
What does Sagewood Asset Management own?
Sagewood Asset Management reported 432 stocks worth $442M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are BRK.B (9.3%), NVDA (3.6%) and AAPL (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Sagewood Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 125 new positions, 223 added to, 75 trimmed and 30 sold out. New positions include MDLN and AZO. It sold all of BIO, MRNA and CHTR.
When will Sagewood Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sagewood Asset Management's portfolio worth?
The Q2 2026 filing reports $442M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.