Wedgewood Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
Revealed late, restated
Positions
| unresolvedApple Computer | 9.09% | 793,439 | $315M | held | — | new |
| unresolvedBerkshire Hathaway Inc DEL | 7.27% | 2,248,214 | $252M | held | — | new |
| CTSHCognizant Technology Solutions | 6.89% | 3,807,365 | $238M | held | — | new |
| QCOMQualcomm Inc | 6.51% | 3,690,177 | $225M | held | — | new |
| unresolvedE M C Corp Mass | 6.35% | 9,303,186 | $220M | held | — | new |
| unresolvedExpress Scripts Hldg Co | 6.08% | 3,408,739 | $210M | held | — | new |
| unresolvedGoogle Inc. | 5.43% | 213,703 | $188M | held | — | new |
| CMICummins Inc. | 4.51% | 1,440,711 | $156M | held | — | new |
| SCHWThe Charles Schwab Corporation | 4.37% | 7,135,138 | $151M | held | — | new |
| unresolvedCoach Inc | 4.33% | 2,624,036 | $150M | held | — | new |
| SRCLStericycle Inc | 4.29% | 1,345,848 | $149M | held | — | new |
| VVISA Inc. | 4.16% | 787,647 | $144M | held | — | new |
| VARVarian Medical Systems, Inc. | 4.02% | 2,063,703 | $139M | held | — | new |
| VRSKVerisk Analytics, Inc. | 3.86% | 2,236,306 | $134M | held | — | new |
| GILDGilead Sciences Inc | 3.64% | 2,459,512 | $126M | held | — | new |
| unresolvedPerrigo Co | 3.62% | 1,036,502 | $125M | held | — | new |
| SLBSLB Limited | 3.59% | 1,734,079 | $124M | held | — | new |
| unresolvedPriceline Grp Inc | 3.54% | 148,124 | $122M | held | — | new |
| NOVNOV Inc. | 3.01% | 1,511,131 | $104M | held | — | new |
| unresolvedAmerican Express | 2.78% | 1,286,983 | $96M | held | — | new |
| unresolvedMonster Beverage Corp | 2.69% | 1,531,394 | $93M | held | — | new |
