WEDGEWOOD PARTNERS INC 13F Holdings
CIK 0000859804
As of Sep 30, 2025, WEDGEWOOD PARTNERS INC reported 19 positions worth $547.9M in its SEC Form 13F filing.
Top 19 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 189,282 | $52.9M | 9.65% |
| META PLATFORMS INC | META | Communication Services | 70,594 | $51.8M | 9.46% |
| ALPHABET INC | GOOGL | Equity | 207,232 | $50.4M | 9.19% |
| APPLE INC | AAPL | Technology | 166,890 | $42.5M | 7.76% |
| MICROSOFT CORP | MSFT | Technology | 79,208 | $41.0M | 7.49% |
| PAYPAL HOLDINGS INC | PYPL | Financial Services | 484,651 | $32.5M | 5.93% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 5,900 | $31.9M | 5.81% |
| VISA INC-CLASS A SHARES | V | Financial Services | 89,120 | $30.4M | 5.55% |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 489,910 | $27.9M | 5.09% |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 57,557 | $26.3M | 4.80% |
| UNITED RENTALS INC | URI | Industrials | 26,925 | $25.7M | 4.69% |
| COPART INC | CPRT | Industrials | 497,020 | $22.4M | 4.08% |
| O REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 191,668 | $20.7M | 3.77% |
| CDW CORP | CDW | Technology | 120,524 |