Wedgewood Partners Inc.
Wedgewood Partners, Inc. is a St. Louis, Missouri-based asset manager founded in 1988. The firm specializes in large-cap growth equity investment management, serving high-net-worth individuals, institutions, and investment companies on a discretionary basis. Wedgewood employs approximately 20 professionals and focuses on concentrated portfolios for clients seeking long-term capital appreciation through disciplined, research-intensive strategies centered on quality, growth, and valuation.
Investment Strategy
Wedgewood Partners employs a bottom-up, concentrated large-cap growth equity investment style. Its strategy emphasizes owning a select group of high-quality companies with dominant products or services, strong profitability, shareholder-oriented management, and sustainable, growing earnings. The firm is valuation-sensitive, often holding 18 to 25 equities for multi-year periods, aiming to maximize returns through thoughtful stock selection, limited portfolio turnover, and risk management via diversification across fundamentally non-correlated business models, always investing with an owner's mindset.
Latest 13F Filing Activity
Wedgewood Partners Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $515M. The fund increased holdings in Zoetis Inc., Meta Platforms Inc., Microsoft Corp. among other positions. Wedgewood Partners Inc. reduced exposure to Copart Inc., Unitedhealth Group Inc., Ishares TR among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 10.30% | $53.0M | 68,330 | $193.62 | $738.09 | +$7.2M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9.16% | $47.2M | 197,500 | $110.40 | $226.49 | +$1.1M |
M MSFT | MICROSOFT CORP | 7.96% | $41.0M | 76,605 | $222.31 | $497.41 | +$6.1M |
G GOOGL | ALPHABET INC | 7.62% | $39.3M | 201,303 | $51.19 | $176.23 | -$1.7M |
A AAPL | APPLE INC | 6.39% | $32.9M | 161,857 | $21.90 | $205.17 | -$2.1M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
C Chris Jersan | Portfolio Manager | St. Louis, MO , United States | |
M Michael Quigley | Senior Portfolio Manager | St. Louis, MO , United States |