13F HOLDINGS REPORT
WEDGEWOOD PARTNERS INC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000859804-25-000006
Total Value
$515.2M
Positions
19
Other Managers
1
Confidential Omitted
Yes
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 68,330 | $53.0M | 10.30% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 197,500 | $47.2M | 9.16% |
| 3 | MICROSOFT CORP | MSFT | 76,605 | $41.0M | 7.96% |
| 4 | ALPHABET INC | GOOG | 201,303 | $39.3M | 7.62% |
| 5 | APPLE INC | AAPL | 161,857 | $32.9M | 6.39% |
| 6 | PAYPAL HLDGS INC | PYPL | 465,841 | $31.7M | 6.15% |
| 7 | BOOKING HOLDINGS INC | BKNG | 5,655 | $31.0M | 6.01% |
| 8 | VISA INC | V | 85,603 | $29.3M | 5.69% |
| 9 | TRACTOR SUPPLY CO | TSCO | 472,766 | $28.1M | 5.46% |
| 10 | MOTOROLA SOLUTIONS INC | MSI | 55,591 | $24.5M | 4.75% |
| 11 | UNITED RENTALS INC | URI | 26,063 | $22.6M | 4.39% |
| 12 | COPART INC | CPRT | 480,291 | $22.0M | 4.26% |
| 13 | CDW CORP | CDW | 116,123 | $20.0M | 3.88% |
| 14 | S&P GLOBAL INC | SPGI | 33,482 | $18.9M | 3.66% |
| 15 | OREILLY AUTOMOTIVE INC | 67103H107 | 185,210 | $18.8M | 3.64% |
| 16 | ZOETIS INC | ZTS | 123,343 | $18.7M | 3.63% |
| 17 | EDWARDS LIFESCIENCES CORP | EW | 178,034 | $14.3M | 2.77% |
| 18 | OLD DOMINION FREIGHT LINE IN | ODFL | 85,320 | $12.3M | 2.39% |
| 19 | POOL CORP | POOL | 31,244 | $9.7M | 1.88% |