13F HOLDINGS REPORT
WEDGEWOOD PARTNERS INC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000859804-25-000002
Total Value
$507.9M
Positions
19
Other Managers
1
Confidential Omitted
Yes
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 236,828 | $46.8M | 9.21% |
| 2 | ALPHABET INC | GOOG | 247,035 | $46.8M | 9.21% |
| 3 | META PLATFORMS INC | META | 79,557 | $46.6M | 9.17% |
| 4 | APPLE INC | AAPL | 163,857 | $41.0M | 8.08% |
| 5 | PAYPAL HLDGS INC | PYPL | 469,829 | $40.1M | 7.89% |
| 6 | VISA INC | V | 121,199 | $38.3M | 7.54% |
| 7 | BOOKING HOLDINGS INC | BKNG | 5,816 | $28.9M | 5.69% |
| 8 | COPART INC | CPRT | 488,433 | $28.0M | 5.52% |
| 9 | UNITEDHEALTH GROUP INC | UNH | 55,384 | $28.0M | 5.52% |
| 10 | MICROSOFT CORP | MSFT | 65,219 | $27.5M | 5.41% |
| 11 | MOTOROLA SOLUTIONS INC | MSI | 56,490 | $26.1M | 5.14% |
| 12 | TRACTOR SUPPLY CO | TSCO | 479,596 | $25.4M | 5.01% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 339,436 | $25.1M | 4.95% |
| 14 | CDW CORP | CDW | 90,447 | $15.7M | 3.10% |
| 15 | S&P GLOBAL INC | SPGI | 23,360 | $11.6M | 2.29% |
| 16 | POOL CORP | POOL | 29,810 | $10.2M | 2.00% |
| 17 | OLD DOMINION FREIGHT LINE IN | ODFL | 57,406 | $10.1M | 1.99% |
| 18 | OREILLY AUTOMOTIVE INC | 67103H107 | 8,464 | $10.0M | 1.98% |
| 19 | ISHARES TR | 464287614 | 3,874 | $1.6M | 0.31% |