13F HOLDINGS REPORT
WEDGEWOOD PARTNERS INC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000859804-25-000009
Total Value
$547.9M
Positions
19
Other Managers
1
Confidential Omitted
Yes
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 189,282 | $52.9M | 9.65% |
| 2 | META PLATFORMS INC | META | 70,594 | $51.8M | 9.46% |
| 3 | ALPHABET INC | GOOG | 207,232 | $50.4M | 9.19% |
| 4 | APPLE INC | AAPL | 166,890 | $42.5M | 7.76% |
| 5 | MICROSOFT CORP | MSFT | 79,208 | $41.0M | 7.49% |
| 6 | PAYPAL HLDGS INC | PYPL | 484,651 | $32.5M | 5.93% |
| 7 | BOOKING HOLDINGS INC | BKNG | 5,900 | $31.9M | 5.81% |
| 8 | VISA INC | V | 89,120 | $30.4M | 5.55% |
| 9 | TRACTOR SUPPLY CO | TSCO | 489,910 | $27.9M | 5.09% |
| 10 | MOTOROLA SOLUTIONS INC | MSI | 57,557 | $26.3M | 4.80% |
| 11 | UNITED RENTALS INC | URI | 26,925 | $25.7M | 4.69% |
| 12 | COPART INC | CPRT | 497,020 | $22.4M | 4.08% |
| 13 | OREILLY AUTOMOTIVE INC | 67103H107 | 191,668 | $20.7M | 3.77% |
| 14 | CDW CORP | CDW | 120,524 | $19.2M | 3.50% |
| 15 | ZOETIS INC | ZTS | 127,522 | $18.7M | 3.41% |
| 16 | S&P GLOBAL INC | SPGI | 34,724 | $16.9M | 3.08% |
| 17 | EDWARDS LIFESCIENCES CORP | EW | 184,701 | $14.4M | 2.62% |
| 18 | OLD DOMINION FREIGHT LINE IN | ODFL | 88,547 | $12.5M | 2.28% |
| 19 | POOL CORP | POOL | 32,322 | $10.0M | 1.83% |