Sagewood Asset Management LP holds a diversified book of 432 stocks worth $442.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Medline Inc-CL A and trimmed Goldman Sachs Group Inc. Their largest long position is Berkshire Hathaway Inc-CL B at 9% of the equity book. Cloning the disclosed picks since 2026 would be +5% (+11.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Sagewood Asset Management LP's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sagewood Asset Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sagewood Asset Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 80 / 80 | $3.3T |
| BlackRock, Inc. | 80 / 80 | $2.6T |
| VANGUARD CAPITAL MANAGEMENT LLC | 80 / 80 | $2.1T |
| STATE STREET CORP | 80 / 80 | $1.4T |
| FMR LLC | 80 / 80 | $922.1B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 80 / 80 | $713.3B |
| MORGAN STANLEY | 80 / 80 | $568.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $564.6B |
Ranked by how many of Sagewood Asset Management LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $40.9M | 81.8K | 9.3% | ▲+35% Added · +21K sh | |
| 2 | Nvidia Corporation COM | $15.8M | 78.9K | 3.6% | ▲+17% Added · +11K sh | |
| 3 | Apple Inc COM | $15.6M | 53.8K | 3.5% | ▲+13% Added · +6K sh | |
| 4 | Berkshire Hathaway Inc Del CL A | $14.2M | 19 | 3.2% | —Held | |
| 5 | Medline Inc COM CL A | $13.3M | 338.2K | 3.0% | ▲New New position | |
| 6 | Microsoft Corp COM | $10.2M | 27.3K | 2.3% | ▲+2.0% Added · +529 sh | |
| 7 | Alphabet Inc CAP STK CL A | $10.1M | 28.1K | 2.3% | ▲+1.3% Added · +354 sh | |
| 8 | Goldman Sachs Group Inc COM | $9.4M | 9.3K | 2.1% | ▼−4.7% Reduced · −462 sh | |
| 9 | JPMorgan Chase & Co COM | $8.5M | 25.9K | 1.9% | ▲+9.7% Added · +2K sh | |
| 10 | Amazon Com Inc COM | $7.2M | 30.4K | 1.6% | ▲+12% Added · +3K sh | |
| 11 | Illinois Tool WKS Inc COM | $6.7M | 24.7K | 1.5% | ▲+3.4% Added · +822 sh | |
| 12 | American Express Co COM | $6.0M | 17.7K | 1.4% | ▼−1.2% Reduced · −213 sh | |
| 13 | Kla Corp COM NEW | $5.9M | 19.6K | 1.3% | ▲+791% Added · +17K sh | |
| 14 | Costco Wholesale Corporation COM | $5.9M | 6.3K | 1.3% | ▼−2.7% Reduced · −175 sh | |
| 15 | Broadcom Inc COM | $5.6M | 14.7K | 1.3% | ▲+20% Added · +2K sh | |
| 16 | Pepsico Inc COM | $5.5M | 40.7K | 1.2% | ▼−5.0% Reduced · −2K sh | |
| 17 | Alphabet Inc CAP STK CL C | $5.1M | 14.4K | 1.2% | ▲+52% Added · +5K sh | |
| 18 | Micron Technology Inc COM | $4.0M | 3.4K | 0.9% | ▲+42% Added · +1K sh | |
| 19 | Eli Lilly & Co COM | $3.6M | 3.0K | 0.8% | ▲+12% Added · +328 sh | |
| 20 | Advanced Micro Devices Inc COM | $3.4M | 5.9K | 0.8% | ▲+16% Added · +798 sh | |
| 21 | Arista Networks Inc COM SHS | $3.4M | 20.0K | 0.8% | ▲+7.1% Added · +1K sh | |
| 22 | Tesla Inc COM | $3.1M | 7.4K | 0.7% | ▲+17% Added · +1K sh | |
| 23 | Hershey Co COM | $3.0M | 17.3K | 0.7% | ▼−4.2% Reduced · −761 sh | |
| 24 | Meta Platforms Inc CL A | $3.0M | 5.2K | 0.7% | ▲+25% Added · +1K sh | |
| 25 | Western Digital Corp COM | $2.9M | 4.5K | 0.6% | ▼−12% Reduced · −620 sh | |
| 26 | Johnson & Johnson COM | $2.7M | 10.7K | 0.6% | ▼−7.2% Reduced · −826 sh | |
| 27 | Cardinal Health Inc COM | $2.6M | 10.9K | 0.6% | ▲+109% Added · +6K sh | |
| 28 | Antero Resources Corp COM | $2.6M | 73.3K | 0.6% | ▲+1.8% Added · +1K sh | |
| 29 | Morgan Stanley COM NEW | $2.4M | 11.5K | 0.5% | ▲+3.1% Added · +344 sh | |
| 30 | Colgate Palmolive Co COM | $2.4M | 25.9K | 0.5% | ▲+20% Added · +4K sh | |
| 31 | Avnet Inc COM | $2.1M | 24.2K | 0.5% | ▲+5.6% Added · +1K sh | |
| 32 | Exxon Mobil Corp COM | $2.0M | 14.8K | 0.5% | ▲+2.1% Added · +310 sh | |
| 33 | Qualcomm Inc COM | $2.0M | 10.6K | 0.4% | ▲+2.5% Added · +257 sh | |
| 34 | Abbvie Inc COM | $1.9M | 7.7K | 0.4% | ▲+29% Added · +2K sh | |
| 35 | Ge Aerospace COM NEW | $1.9M | 5.1K | 0.4% | ▲+15% Added · +676 sh | |
| 36 | Intel Corp COM | $1.8M | 13.2K | 0.4% | ▲+51% Added · +4K sh | |
| 37 | State STR Corp COM | $1.8M | 10.7K | 0.4% | ▲+3.7% Added · +379 sh | |
| 38 | The Campbells Company COM | $1.8M | 81.1K | 0.4% | ▲+11% Added · +8K sh | |
| 39 | Amkor Technology Inc COM | $1.8M | 20.8K | 0.4% | ▼−1.9% Reduced · −406 sh | |
| 40 | Cheniere Energy Inc COM NEW | $1.8M | 7.4K | 0.4% | ▼−6.2% Reduced · −489 sh | |
| 41 | Manpowergroup Inc Wis COM | $1.7M | 51.7K | 0.4% | ▲+190% Added · +34K sh | |
| 42 | Cummins Inc COM | $1.7M | 2.3K | 0.4% | ▲+6.4% Added · +142 sh | |
| 43 | Visa Inc COM CL A | $1.7M | 4.8K | 0.4% | ▲+87% Added · +2K sh | |
| 44 | Analog Devices Inc COM | $1.6M | 4.1K | 0.4% | ▲+5.5% Added · +212 sh | |
| 45 | Altria Group Inc COM | $1.6M | 22.4K | 0.4% | ▲+19% Added · +4K sh | |
| 46 | International Business Machs COM | $1.6M | 5.7K | 0.4% | ▼−3.0% Reduced · −176 sh | |
| 47 | Gentex Corp COM | $1.6M | 61.9K | 0.4% | ▼−6.1% Reduced · −4K sh | |
| 48 | Range Res Corp COM | $1.5M | 41.7K | 0.4% | ▼−1.6% Reduced · −689 sh | |
| 49 | Dexcom Inc COM | $1.5M | 22.7K | 0.3% | ▲+0.3% Added · +78 sh | |
| 50 | Philip Morris Intl Inc COM | $1.5M | 8.4K | 0.3% | ▲+16% Added · +1K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.