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.
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 |