WEDGEWOOD PARTNERS INC — 13F Holdings & Portfolio
CIK 859804 · latest 13F-HR filed 2026-05-15
WEDGEWOOD PARTNERS INC manages $484.3M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (9.25%), TSM (9.03%), META (7.77%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 3, and trimmed 14.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$484.3M
Long-equity book
22
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −1 / ↑3 / ↓14
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON COM INC$7.4M +54.7%
- OLD DOMINION FREIGHT LINE IN$3.4M +18.3%
- MOTOROLA SOLUTIONS INC$2.0M +7.2%
Top Trims
- TAIWAN SEMICONDUCTOR MANUFAC-$12.4M -22.1%
- MICROSOFT CORP-$10.1M -27.0%
- META PLATFORMS INC-$8.0M -17.5%
- BOOKING HOLDINGS INC-$7.9M -25.4%
- ALPHABET INC-$6.5M -12.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $44.8M | 9.25% | 155,701 | SH |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $43.7M | 9.03% | 129,353 | SH |
| 3 | META PLATFORMS INC | META | 30303M102 | $37.6M | 7.77% | 65,805 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $34.3M | 7.08% | 135,128 | SH |
| 5 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $29.5M | 6.09% | 67,941 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $27.4M | 5.65% | 73,919 | SH |
| 7 | VISA INC | V | 92826C839 | $25.1M | 5.18% | 83,010 | SH |
| 8 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $23.2M | 4.80% | 5,517 | SH |
| 9 | OLD DOMINION FREIGHT LINE IN | ODFL | 679580100 | $22.3M | 4.60% | 113,941 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $20.8M | 4.30% | 99,907 | SH |
| 11 | TRACTOR SUPPLY CO | TSCO | 892356106 | $20.7M | 4.27% | 456,094 | SH |
| 12 | UNITED RENTALS INC | URI | 911363109 | $18.4M | 3.79% | 25,192 | SH |
| 13 | CHUBB LTD SWITZ | CB | H1467J104 | $17.6M | 3.63% | 53,886 | SH |
| 14 | CDW CORP | CDW | 12514G108 | $17.5M | 3.62% | 144,870 | SH |
| 15 | PROGRESSIVE CORP | PGR | 743315103 | $16.5M | 3.41% | 83,352 | SH |
| 16 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $16.5M | 3.40% | 178,397 | SH |
| 17 | COPART INC | CPRT | 217204106 | $15.4M | 3.17% | 462,749 | SH |
| 18 | S&P GLOBAL INC | SPGI | 78409V104 | $13.8M | 2.84% | 32,371 | SH |
| 19 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $13.7M | 2.83% | 170,969 | SH |
| 20 | ZOETIS INC | ZTS | 98978V103 | $13.4M | 2.77% | 113,541 | SH |
| 21 | TOLL BROTHERS INC | TOL | 889478103 | $12.0M | 2.49% | 88,275 | SH |
| 22 | ISHARES TR | IWF | 464287614 | $223.4K | 0.05% | 524 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $484.3M | 22 | 0000859804-26-000004 |
| 2025-12-31 | 2026-02-17 | $535.5M | 21 | 0000859804-26-000002 |
| 2025-09-30 | 2025-11-14 | $547.9M | 19 | 0000859804-25-000009 |