Wedgewood Partners
Latest statistics and disclosures from Wedgewood Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are META, GOOGL, TSM, PYPL, V, and represent 40.39% of Wedgewood Partners's stock portfolio.
- Added to shares of these 1 stock: EW.
- Reduced shares in these 10 stocks: PYPL, MSI, GOOGL, META, UNH, V, MSFT, TSCO, AAPL, CPRT.
- Wedgewood Partners was a net seller of stock by $-6.2M.
- Wedgewood Partners has $551M in assets under management (AUM), dropping by 12.40%.
- Central Index Key (CIK): 0000859804
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Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 19 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 8.7 | $48M | 83k | 580.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $46M | 258k | 178.88 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.3 | $46M | 246k | 186.66 |
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| Paypal Holdings (PYPL) | 7.9 | $43M | 495k | 87.31 |
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| Visa Com Cl A (V) | 7.1 | $39M | 127k | 309.48 |
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| Apple (AAPL) | 7.0 | $39M | 172k | 225.12 |
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| UnitedHealth (UNH) | 6.4 | $35M | 58k | 605.87 |
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| Booking Holdings (BKNG) | 5.5 | $30M | 6.1k | 4987.63 |
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| Copart (CPRT) | 5.4 | $30M | 510k | 57.93 |
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| Motorola Solutions Com New (MSI) | 5.3 | $29M | -2% | 59k | 496.70 |
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| Microsoft Corporation (MSFT) | 5.2 | $29M | 68k | 425.20 |
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| Tractor Supply Company (TSCO) | 5.1 | $28M | 100k | 278.75 |
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| Edwards Lifesciences (EW) | 4.3 | $24M | 359k | 66.52 |
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| Texas Pacific Land Corp (TPL) | 3.3 | $18M | 13k | 1366.41 |
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| Cdw (CDW) | 3.2 | $18M | 96k | 186.01 |
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| Old Dominion Freight Line (ODFL) | 2.5 | $14M | 60k | 225.60 |
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| S&p Global (SPGI) | 2.3 | $12M | 24k | 510.29 |
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| Pool Corporation (POOL) | 2.1 | $12M | 34k | 351.19 |
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| O'reilly Automotive (ORLY) | 2.0 | $11M | 8.8k | 1238.78 |
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Past Filings by Wedgewood Partners
SEC 13F filings are viewable for Wedgewood Partners going back to 2010
- Wedgewood Partners 2024 Q3 filed Nov. 14, 2024
- Wedgewood Partners 2024 Q2 filed Aug. 13, 2024
- Wedgewood Partners 2024 Q1 filed May 16, 2024
- Wedgewood Partners 2023 Q4 filed Feb. 14, 2024
- Wedgewood Partners 2023 Q3 filed Nov. 14, 2023
- Wedgewood Partners 2023 Q2 filed Aug. 14, 2023
- Wedgewood Partners 2023 Q1 filed May 15, 2023
- Wedgewood Partners 2022 Q4 filed Feb. 14, 2023
- Wedgewood Partners 2022 Q3 filed Nov. 14, 2022
- Wedgewood Partners 2022 Q2 filed Aug. 15, 2022
- Wedgewood Partners 2022 Q1 filed May 16, 2022
- Wedgewood Partners 2021 Q4 filed Feb. 14, 2022
- Wedgewood Partners 2021 Q3 filed Nov. 12, 2021
- Wedgewood Partners 2021 Q2 filed Aug. 13, 2021
- Wedgewood Partners 2021 Q1 filed May 17, 2021
- Wedgewood Partners 2020 Q4 filed Feb. 12, 2021