Sagewood Asset Management LP
Top Portfolio Positions
330 positions ·
$272,159,934 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
47,579 | $12,075,074 | 4.44% | |
| NVDA |
Nvidia Corp
Technology
|
67,661 | $11,800,078 | 4.34% | |
| MSFT |
Microsoft Corp
Technology
|
26,804 | $9,922,036 | 3.65% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
9,801 | $8,291,547 | 3.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,778 | $7,987,841 | 2.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,596 | $6,940,999 | 2.55% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
42,882 | $6,659,145 | 2.45% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,454 | $6,430,959 | 2.36% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
23,867 | $6,212,341 | 2.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,148 | $5,654,113 | 2.08% |
Portfolio Trend
Holdings in CLVT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $673,812 | 266,329 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $221,301 | 66,258 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||