Long-term investor
Sagewood Asset Management LP @sagewoodassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001693636).
Record
- Tracked since 2025-12-31 (262 days), 282 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.6%
- Max drawdown n/a · win rate 3% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 9.3% · long · since 2025-12-31
- NVDA · 3.6% · long · since 2025-12-31
- AAPL · 3.5% · long · since 2025-12-31
- 084670108 · 3.2% · long · since 2025-12-31
- MDLN · 3.0% · long · since 2026-06-30
- MSFT · 2.3% · long · since 2025-12-31
- GOOGL · 2.3% · long · since 2025-12-31
- GS · 2.1% · long · since 2025-12-31
- JPM · 1.9% · long · since 2025-12-31
- AMZN · 1.6% · long · since 2025-12-31
- ITW · 1.5% · long · since 2025-12-31
- AXP · 1.4% · long · since 2025-12-31