Funds › Wedgewood Partners Inc
Wedgewood Partners Inc
13F for Q2 2026, filed Aug 14, 2026. 18 positions worth $484.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 105,499 | $50.4M | 10.4% | -18.4% | 13F ↗ |
| 2 | GOOGL Alphabet Inc. Class A | 127,237 | $45.5M | 9.4% | -18.3% | 13F ↗ |
| 3 | META Meta Platforms, Inc. | 76,471 | $43.1M | 8.9% | +16.2% | 13F ↗ |
| 4 | AAPL Apple Inc. | 130,682 | $37.8M | 7.8% | -3.3% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 89,518 | $33.4M | 6.9% | +21.1% | 13F ↗ |
| 6 | AMZN Amazon.com, Inc. | 135,440 | $32.3M | 6.7% | +35.6% | 13F ↗ |
| 7 | V Visa Inc. | 89,188 | $30.6M | 6.3% | +7.4% | 13F ↗ |
| 8 | MSI Motorola Solutions, Inc. | 65,643 | $27.3M | 5.6% | -3.4% | 13F ↗ |
| 9 | ODFL Old Dominion Freight Line, Inc. | 110,288 | $23.9M | 4.9% | -3.2% | 13F ↗ |
| 10 | BKNG Booking Holdings Inc. | 133,351 | $23.8M | 4.9% | -3.3% | 13F ↗ |
| 11 | PGR Progressive Corporation | 106,261 | $23.2M | 4.8% | +27.5% | 13F ↗ |
| 12 | CB Chubb Limited | 68,039 | $23.2M | 4.8% | +26.3% | 13F ↗ |
| 13 | URI United Rentals, Inc. | 16,732 | $19.0M | 3.9% | -33.6% | 13F ↗ |
| 14 | ORLY O'Reilly Automotive, Inc. | 172,645 | $15.9M | 3.3% | -3.2% | 13F ↗ |
| 15 | EW Edwards Lifesciences Corporation | 165,208 | $14.9M | 3.1% | -3.4% | 13F ↗ |
| 16 | TOL Toll Brothers, Inc. | 90,562 | $14.9M | 3.1% | +2.6% | 13F ↗ |
| 17 | SPGI S&P Global Inc. | 31,339 | $12.8M | 2.6% | -3.2% | 13F ↗ |
| 18 | CPRT Copart, Inc. | 447,748 | $12.6M | 2.6% | -3.2% | 13F ↗ |
Changes since Q1 2026
0 new, 7 added to, 11 trimmed, 4 exited, 0 unchanged. By estimated dollars.
New positions (0)
None this quarter.
Added to (7)
Trimmed (11)
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 105,499 | -18.4% | -$11.4M |
| GOOGL Alphabet Inc. Class A | 127,237 | -18.3% | -$10.2M |
| URI United Rentals, Inc. | 16,732 | -33.6% | -$9.6M |
| AAPL Apple Inc. | 130,682 | -3.3% | -$1.3M |
| MSI Motorola Solutions, Inc. | 65,643 | -3.4% | -$954.3K |
| BKNG Booking Holdings Inc. | 133,351 | -3.3% | -$815.3K |
| ODFL Old Dominion Freight Line, Inc. | 110,288 | -3.2% | -$791.2K |
| ORLY O'Reilly Automotive, Inc. | 172,645 | -3.2% | -$529.7K |
| EW Edwards Lifesciences Corporation | 165,208 | -3.4% | -$521.1K |
| CPRT Copart, Inc. | 447,748 | -3.2% | -$422.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer