ALC - Tracking David Rolfe's Wedgewood Partners Portfolio - Q2 2021 Update
- Wedgewood Partners’ 13F portfolio value increased ~6% from $650M to ~$690M this quarter.
- They increased Booking Holdings while reducing Alcon and Bristol Myers Squibb.
- Their top five positions are at 38% of the overall portfolio.
For further details see:
Tracking David Rolfe's Wedgewood Partners Portfolio - Q2 2021 Update