Sagewood Asset Management LP

Institutional manager (13F) · CIK 1693636

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $199M

#	Issuer	Value	Shares
1	BERKSHIRE HATHAWAY INC DEL	$29M	60,442
2	BERKSHIRE HATHAWAY INC DEL	$14M	19
3	APPLE INC	$12M	47,579
4	NVIDIA CORPORATION	$12M	67,661
5	MICROSOFT CORP	$10M	26,804
6	GOLDMAN SACHS GROUP INC	$8M	9,801
7	ALPHABET INC	$8M	27,778
8	JPMORGAN CHASE & CO	$7M	23,596
9	PEPSICO INC	$7M	42,882
10	COSTCO WHOLESALE CORPORATION	$6M	6,454
11	ILLINOIS TOOL WKS INC	$6M	23,867
12	AMAZON COM INC	$6M	27,148
13	AMERICAN EXPRESS CO	$5M	17,918
14	BROADCOM INC	$4M	12,206
15	HERSHEY CO	$4M	18,042
16	KLA CORP	$3M	2,194
17	ANTERO RESOURCES CORP	$3M	71,967
18	JOHNSON & JOHNSON	$3M	11,477
19	ALPHABET INC	$3M	9,498
20	EXXON MOBIL CORP	$2M	14,515
21	ELI LILLY & CO	$2M	2,635
22	META PLATFORMS INC	$2M	4,190
23	TESLA INC	$2M	6,323
24	ARISTA NETWORKS INC	$2M	18,655
25	CHENIERE ENERGY INC	$2M	7,909
26	RANGE RES CORP	$2M	42,340
27	NETFLIX INC.	$2M	19,756
28	MORGAN STANLEY	$2M	11,184
29	COLGATE PALMOLIVE CO	$2M	21,582
30	FISERV INC	$2M	29,785
31	THE CAMPBELLS COMPANY	$2M	73,072
32	GILEAD SCIENCES INC	$1M	10,565
33	GENTEX CORP	$1M	65,937
34	DEXCOM INC	$1M	22,661
35	INTERNATIONAL BUSINESS MACHS	$1M	5,869
36	AVNET INC	$1M	22,892
37	WESTERN DIGITAL CORP	$1M	5,103
38	BALCHEM CORP	$1M	8,100
39	WALMART INC	$1M	10,768
40	QUALCOMM INC	$1M	10,358
41	STATE STR CORP	$1M	10,330
42	RTX CORPORATION	$1M	6,774
43	ABBVIE INC	$1M	5,965
44	GE AEROSPACE	$1M	4,472
45	NORFOLK SOUTHN CORP	$1M	4,320
46	CAPITAL ONE FINL CORP	$1M	6,771
47	ALTRIA GROUP INC	$1M	18,713
48	ANALOG DEVICES INC	$1M	3,871
49	PHILIP MORRIS INTL INC	$1M	7,221
50	BIOGEN INC	$1M	6,493

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.