BMYMP - Tracking David Rolfe's Wedgewood Partners Portfolio - Q3 2020 Update
- Wedgewood Partners’ 13F portfolio value increased from $590M to $632M this quarter.
- David Rolfe added First Republic Bank and doubled Microsoft while dropping Nvidia.
- Their top five positions are at 39% of the overall portfolio.
For further details see:
Tracking David Rolfe's Wedgewood Partners Portfolio - Q3 2020 Update