moatshark My

All holdings

Sage Group

SGE · London, United Kingdom

Listed outside the US, so it never shows up in a 13F. These holdings come from the full portfolios that US-registered funds report each quarter on Form N-PORT.

Funds holding
2
Run by 2 managers
See which
Value held
$1.1m
At each fund’s latest filing
Latest filings
0 bought
2 sold or trimmed

Funds holding it, by quarter

2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
2Q3 ’25
1Q4 ’25
2Q1 ’26
2Q2 ’26
Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 1; Q1 ’26: 2; Q2 ’26: 2

Counts the funds on this site whose N-PORT filing for a fiscal quarter ending in that calendar quarter includes Sage Group.

Which funds hold it

Each fund’s latest N-PORT filing, with the change in shares from its previous one.

Funds holding Sage Group
Polen International Growth FundPolen Capital Management3.5%Trimmed -23%$846k31 Jul 2026
Fundsmith Equity ETFFundsmith3.0%Trimmed -63%$230k30 Jun 2026