13F HOLDINGS REPORT
WEDGEWOOD PARTNERS INC
Quarter ended Q1 2024 · Filed May 16, 2024 · Accession 0000859804-24-000004
Total Value
$499.8M
Positions
19
Other Managers
1
Confidential Omitted
Yes
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 267,624 | $46.2M | 9.24% |
| 2 | META PLATFORMS INC | META | 85,922 | $41.4M | 8.28% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 253,667 | $39.5M | 7.90% |
| 4 | VISA INC | V | 131,401 | $37.0M | 7.40% |
| 5 | APPLE INC | AAPL | 178,374 | $33.8M | 6.77% |
| 6 | PAYPAL HLDGS INC | PYPL | 513,797 | $32.8M | 6.57% |
| 7 | UNITEDHEALTH GROUP INC | UNH | 60,193 | $31.2M | 6.23% |
| 8 | MICROSOFT CORP | MSFT | 70,615 | $29.9M | 5.98% |
| 9 | MOTOROLA SOLUTIONS INC | MSI | 80,324 | $29.3M | 5.87% |
| 10 | COPART INC | CPRT | 527,209 | $29.2M | 5.83% |
| 11 | TRACTOR SUPPLY CO | TSCO | 103,684 | $28.6M | 5.72% |
| 12 | BOOKING HOLDINGS INC | BKNG | 6,289 | $23.9M | 4.77% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 245,451 | $22.1M | 4.43% |
| 14 | CDW CORP | CDW | 98,610 | $22.0M | 4.41% |
| 15 | POOL CORP | POOL | 34,316 | $13.1M | 2.63% |
| 16 | OLD DOMINION FREIGHT LINE IN | ODFL | 62,254 | $11.4M | 2.29% |
| 17 | S&P GLOBAL INC | SPGI | 25,151 | $11.0M | 2.19% |
| 18 | OREILLY AUTOMOTIVE INC | 67103H107 | 9,098 | $9.2M | 1.84% |
| 19 | TEXAS PACIFIC LAND CORPORATI | TPL | 13,699 | $8.2M | 1.65% |