13F HOLDINGS REPORT
WEDGEWOOD PARTNERS INC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000859804-23-000009
Total Value
$417.9M
Positions
21
Other Managers
1
Confidential Omitted
Yes
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 138,510 | $41.6M | 9.95% |
| 2 | ALPHABET INC | GOOG | 279,250 | $36.5M | 8.74% |
| 3 | APPLE INC | AAPL | 185,289 | $31.7M | 7.59% |
| 4 | MOTOROLA SOLUTIONS INC | MSI | 107,202 | $29.2M | 6.98% |
| 5 | VISA INC | V | 118,841 | $27.3M | 6.54% |
| 6 | CDW CORP | CDW | 132,362 | $26.7M | 6.39% |
| 7 | UNITEDHEALTH GROUP INC | UNH | 50,171 | $25.3M | 6.05% |
| 8 | COPART INC | CPRT | 551,647 | $23.8M | 5.69% |
| 9 | MICROSOFT CORP | MSFT | 73,672 | $23.3M | 5.57% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 265,848 | $23.1M | 5.53% |
| 11 | TRACTOR SUPPLY CO | TSCO | 107,527 | $21.8M | 5.22% |
| 12 | PAYPAL HLDGS INC | PYPL | 349,512 | $20.4M | 4.89% |
| 13 | BOOKING HOLDINGS INC | BKNG | 6,566 | $20.2M | 4.85% |
| 14 | EDWARDS LIFESCIENCES CORP | EW | 193,797 | $13.4M | 3.21% |
| 15 | OLD DOMINION FREIGHT LINE IN | ODFL | 32,374 | $13.2M | 3.17% |
| 16 | POOL CORP | POOL | 35,916 | $12.8M | 3.06% |
| 17 | S&P GLOBAL INC | SPGI | 26,247 | $9.6M | 2.29% |
| 18 | TEXAS PACIFIC LAND CORPORATI | TPL | 4,781 | $8.7M | 2.09% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 9,452 | $8.6M | 2.06% |
| 20 | ISHARES TR | 464287614 | 1,339 | $356,161 | 0.09% |
| 21 | ALPHABET INC | GOOG | 1,552 | $204,631 | 0.05% |