13F HOLDINGS REPORT
WEDGEWOOD PARTNERS INC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000859804-25-000004
Total Value
$496.5M
Positions
20
Other Managers
1
Confidential Omitted
Yes
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 236,813 | $46.1M | 9.29% |
| 2 | META PLATFORMS INC | META | 69,553 | $45.9M | 9.24% |
| 3 | ALPHABET INC | GOOG | 247,928 | $41.0M | 8.26% |
| 4 | APPLE INC | AAPL | 165,093 | $35.1M | 7.06% |
| 5 | MICROSOFT CORP | MSFT | 77,161 | $34.9M | 7.04% |
| 6 | PAYPAL HLDGS INC | PYPL | 473,775 | $34.4M | 6.94% |
| 7 | VISA INC | V | 89,688 | $32.0M | 6.44% |
| 8 | COPART INC | CPRT | 488,407 | $30.5M | 6.14% |
| 9 | BOOKING HOLDINGS INC | BKNG | 5,811 | $30.3M | 6.11% |
| 10 | TRACTOR SUPPLY CO | TSCO | 480,065 | $24.7M | 4.97% |
| 11 | MOTOROLA SOLUTIONS INC | MSI | 56,589 | $23.5M | 4.73% |
| 12 | CDW CORP | CDW | 115,264 | $21.8M | 4.40% |
| 13 | UNITED RENTALS INC | URI | 24,829 | $17.7M | 3.57% |
| 14 | S&P GLOBAL INC | SPGI | 34,091 | $17.5M | 3.52% |
| 15 | OREILLY AUTOMOTIVE INC | 67103H107 | 12,593 | $16.7M | 3.36% |
| 16 | EDWARDS LIFESCIENCES CORP | EW | 191,818 | $14.7M | 2.97% |
| 17 | OLD DOMINION FREIGHT LINE IN | ODFL | 82,371 | $14.1M | 2.85% |
| 18 | POOL CORP | POOL | 30,276 | $9.4M | 1.88% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 10,302 | $3.2M | 0.64% |
| 20 | ISHARES TR | 464287614 | 7,588 | $3.0M | 0.61% |