13F HOLDINGS REPORT
WEDGEWOOD PARTNERS INC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0000859804-24-000006
Total Value
$490.1M
Positions
19
Other Managers
1
Confidential Omitted
Yes
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 83,788 | $43.2M | 8.82% |
| 2 | ALPHABET INC | GOOG | 260,855 | $42.3M | 8.64% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 247,788 | $41.5M | 8.48% |
| 4 | APPLE INC | AAPL | 173,540 | $37.8M | 7.70% |
| 5 | VISA INC | V | 128,358 | $33.4M | 6.81% |
| 6 | UNITEDHEALTH GROUP INC | UNH | 58,920 | $33.3M | 6.80% |
| 7 | PAYPAL HLDGS INC | PYPL | 503,212 | $31.9M | 6.52% |
| 8 | MICROSOFT CORP | MSFT | 68,970 | $28.1M | 5.73% |
| 9 | TRACTOR SUPPLY CO | TSCO | 101,588 | $26.6M | 5.44% |
| 10 | COPART INC | CPRT | 516,179 | $25.9M | 5.29% |
| 11 | MOTOROLA SOLUTIONS INC | MSI | 60,341 | $24.9M | 5.08% |
| 12 | EDWARDS LIFESCIENCES CORP | EW | 354,427 | $23.2M | 4.74% |
| 13 | BOOKING HOLDINGS INC | BKNG | 6,145 | $21.1M | 4.31% |
| 14 | CDW CORP | CDW | 96,479 | $20.5M | 4.18% |
| 15 | S&P GLOBAL INC | SPGI | 24,644 | $11.9M | 2.44% |
| 16 | POOL CORP | POOL | 33,759 | $11.6M | 2.37% |
| 17 | OLD DOMINION FREIGHT LINE IN | ODFL | 60,830 | $11.6M | 2.37% |
| 18 | TEXAS PACIFIC LAND CORPORATI | TPL | 13,363 | $11.1M | 2.27% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 8,887 | $10.0M | 2.03% |