Sagewood Asset Management LP

Position in UI — Ubiquiti Inc.

CIK 1693636 NEW YORK, NY

Position in UI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$267,549

-$132,337 QoQ

Shares Held

501

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#212

of 353 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sagewood Asset Management LP holds $2,407,249 across 4 Communication Equipment names. UI ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	11,355	$1,333,758
2	HPE	Hewlett Packard Enterprise Co	12,407	$559,679
3	UI	Ubiquiti Inc. This page	501	$267,549
4	LITE	Lumentum Holdings Inc.	287	$246,263

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,549	501	-1.0%	Shares	Sole	2026-07-29
2026-03-31	$399,886	506	-0.8%	Shares	Sole	2026-05-13
2025-12-31	$282,208	510	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.