Frederick (Shad) Rowe's Investment Portfolio Focuses on Technology and Communication Services
Investor Frederick (Shad) Rowe from Greenbrier Partners Capital Management has a portfolio valued at $1,476,552,690. The portfolio is heavily concentrated in the Technology and Communication Services sectors.
Frederick (Shad) Rowe's Investment Portfolio Focuses on Technology and Communication Services
The portfolio, as of 2025-09-30, demonstrates a strategic allocation with significant investments in key sectors. The majority of the funds are allocated to the Technology sector, represented by APPLE INC (AAPL), which holds approximately 24.54% of the total portfolio value. Additionally, MICROSOFT CORP (MSFT) contributes around 4.2%, marking a notable presence within this sector.
Communication Services also shows a strong concentration, with META PLATFORMS INC (META) and ALPHABET INC (GOOG/GOOGL) collectively accounting for nearly 18% of the portfolio value. META holds approximately 19.94%, while GOOG and GOOGL together contribute around 15.2%. These allocations reflect a balanced approach to growth within this sector.
Notably, MKL from Financial Services contributes about 3.55% of the total portfolio value, indicating moderate exposure in this area. Other holdings include COSTCO WHSL CORP NEW (COST) at around 14%, AMAZON COM INC (AMZN) at approximately 9.32%, and MARKEL GROUP INC (MKL) at about 3.55%.
Changes from the prior period reveal slight adjustments in some holdings. APPLE's total shares decreased by 1,927 units, reflecting a minor shift in allocation. Similarly, META saw a reduction of 517 shares, while AMZN experienced a more significant drop of 1,709 shares. Other holdings maintained stable positions or showed negligible changes.
Despite these adjustments, the portfolio remains predominantly focused on high-growth sectors with strategic allocations that balance risk and potential returns. The investor's strategy emphasizes exposure to Technology and Communication Services, aligning with a focus on emerging growth areas.