Wedgewood Partners Inc reported 18 holdings worth US$484M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Wedgewood Partners Inc reported 18 holdings worth US$484M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and Meta Platforms, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$484M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 105K | US$50.4M | 10.4% |
| Alphabet Inc (google) Class C | 127K | US$45.5M | 9.4% |
| Meta Platforms, Inc. | 76,471 | US$43.1M | 8.9% |
| Apple Inc | 131K | US$37.8M | 7.8% |
| Microsoft Corp. | 89,518 | US$33.4M | 6.9% |
| Amazon.com, Inc. | 135K | US$32.3M | 6.7% |
| Visa Inc. | 89,188 | US$30.6M | 6.3% |
| Motorola Solutions, Inc. | 65,643 | US$27.3M | 5.6% |
| Old Dominion Freight Line, Inc. | 110K | US$23.9M | 4.9% |
| Booking Holdings Inc. Common Stock | 133K | US$23.8M | 4.9% |
| Progressive Corporation (the) | 106K | US$23.2M | 4.8% |
| United Rentals, Inc. | 16,732 | US$19M | 3.9% |
| O'reilly Automotive, Inc. | 173K | US$15.9M | 3.3% |
| Edwards Lifesciences Corporation | 165K | US$14.9M | 3.1% |
| Toll Brothers, Inc. | 90,562 | US$14.9M | 3.1% |
| S&p Global Inc. | 31,339 | US$12.8M | 2.6% |
| Copart, Inc. | 448K | US$12.6M | 2.6% |
| Cdw Corporation | 0 | US$0 | 0.00% |
| Tractor Supply Company | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |