WEDGEWOOD PARTNERS INC | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 21 of 21 positions

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

184,661 shares

$56.1M

10.48%

GOOGL

Alphabet Inc.

163,913 shares

$51.3M

9.58%

META

Meta Platforms, Inc.

69,135 shares

$45.6M

8.52%

AAPL

Apple Inc.

142,920 shares

$38.9M

7.26%

MSFT

MICROSOFT CORP

77,496 shares

$37.5M

7.00%

BKNG

Booking Holdings Inc.

5,817 shares

$31.2M

5.82%

VISA INC.

87,151 shares

$30.6M

5.71%

MSI

Motorola Solutions, Inc.

71,724 shares

$27.5M

5.13%

TSCO

TRACTOR SUPPLY CO /DE/

481,023 shares

$24.1M

4.49%

URI

UNITED RENTALS, INC.

26,514 shares

$21.5M

4.01%

CDW

CDW Corp

151,871 shares

$20.7M

3.86%

CPRT

COPART INC

486,085 shares

$19.0M

3.55%

ODFL

OLD DOMINION FREIGHT LINE, INC.

120,051 shares

$18.8M

3.52%

SPGI

S&P Global Inc.

33,764 shares

$17.6M

3.30%

Chubb Ltd

56,526 shares

$17.6M

3.29%

ORLY

O REILLY AUTOMOTIVE INC

188,726 shares

$17.2M

3.21%

Edwards Lifesciences Corp

180,882 shares

$15.4M

2.88%

AMZN

AMAZON COM INC

58,266 shares

$13.4M

2.51%

ZTS

Zoetis Inc.

104,701 shares

$13.2M

2.46%

PYPL

PayPal Holdings, Inc.

215,900 shares

$12.6M

2.35%

IWF

iShares Russell 1000 Growth ETF

12,019 shares

$5.7M

1.06%

Most Active Tickers

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

2 signals

GOOGL

Alphabet Inc.

2 signals

Activity (Last 7 Days)

May 15, 2026

+22-0

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