Wedgewood Partners Inc

Q2 2025 13F Holdings Report, Stock Holdings

Notable people
David Rolfe
Signature - Title
Steve Kaufmann - Director of Trading
Location
St Louis, MO
Holdings as of
June 30, 2025
Value $
$515M
Num holdings
19
Date filed
8/14/2025, 04:26 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included META, TSM, MSFT, GOOGL, and AAPL. Confidential Treatment Requested (one or more holding(s) omitted).
Previous filing
Q1 2025 - May 15, 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Confidential Treatment Requested. (The Manager has omitted from this public Form 13F one or more holding(s) for which it is requesting confidential treatment from the U.S. Securities and Exchange Commission pursuant to section 13(f) of the Exchange Act and rule 24b-2 thereunder)

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Steve Kaufmann Director of Trading Saint Louis, Missouri 8/14/2025

Other Included Managers (1):

Num Name Location File Number
2 RiverPark Advisors, LLC New York, NY 028-15568