13F HOLDINGS REPORT
WEDGEWOOD PARTNERS INC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000859804-24-000009
Total Value
$550.8M
Positions
19
Other Managers
1
Confidential Omitted
Yes
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 82,848 | $48.1M | 8.72% |
| 2 | ALPHABET INC | GOOG | 257,523 | $46.1M | 8.36% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 246,132 | $45.9M | 8.34% |
| 4 | PAYPAL HLDGS INC | PYPL | 495,384 | $43.3M | 7.85% |
| 5 | VISA INC | V | 126,638 | $39.2M | 7.12% |
| 6 | APPLE INC | AAPL | 171,782 | $38.7M | 7.02% |
| 7 | UNITEDHEALTH GROUP INC | UNH | 58,035 | $35.2M | 6.38% |
| 8 | BOOKING HOLDINGS INC | BKNG | 6,087 | $30.4M | 5.51% |
| 9 | COPART INC | CPRT | 509,939 | $29.5M | 5.36% |
| 10 | MOTOROLA SOLUTIONS INC | MSI | 59,109 | $29.4M | 5.33% |
| 11 | MICROSOFT CORP | MSFT | 67,884 | $28.9M | 5.24% |
| 12 | TRACTOR SUPPLY CO | TSCO | 99,957 | $27.9M | 5.06% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 359,257 | $23.9M | 4.34% |
| 14 | TEXAS PACIFIC LAND CORPORATI | TPL | 13,191 | $18.0M | 3.27% |
| 15 | CDW CORP | CDW | 95,851 | $17.8M | 3.24% |
| 16 | OLD DOMINION FREIGHT LINE IN | ODFL | 60,328 | $13.6M | 2.47% |
| 17 | S&P GLOBAL INC | SPGI | 24,382 | $12.4M | 2.26% |
| 18 | POOL CORP | POOL | 33,532 | $11.8M | 2.14% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 8,822 | $10.9M | 1.98% |