Wedgewood Partners
Latest statistics and disclosures from Wedgewood Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, GOOGL, META, AAPL, PYPL, and represent 43.56% of Wedgewood Partners's stock portfolio.
- Added to shares of these 2 stocks: TSCO (+$20M), IWF.
- Started 1 new stock position in IWF.
- Reduced shares in these 10 stocks: TPL (-$18M), PYPL, GOOGL, AAPL, META, TSM, V, EW, BKNG, UNH.
- Sold out of its position in TPL.
- Wedgewood Partners was a net seller of stock by $-19M.
- Wedgewood Partners has $508M in assets under management (AUM), dropping by -7.79%.
- 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 December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.2 | $47M | -3% | 237k | 197.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $47M | -4% | 247k | 189.30 |
|
| Meta Platforms Cl A (META) | 9.2 | $47M | -3% | 80k | 585.51 |
|
| Apple (AAPL) | 8.1 | $41M | -4% | 164k | 250.42 |
|
| Paypal Holdings (PYPL) | 7.9 | $40M | -5% | 470k | 85.35 |
|
| Visa Com Cl A (V) | 7.5 | $38M | -4% | 121k | 316.04 |
|
| Booking Holdings (BKNG) | 5.7 | $29M | -4% | 5.8k | 4968.63 |
|
| Copart (CPRT) | 5.5 | $28M | -4% | 488k | 57.39 |
|
| UnitedHealth (UNH) | 5.5 | $28M | -4% | 55k | 505.86 |
|
| Microsoft Corporation (MSFT) | 5.4 | $28M | -3% | 65k | 421.50 |
|
| Motorola Solutions Com New (MSI) | 5.1 | $26M | -4% | 57k | 462.23 |
|
| Tractor Supply Company (TSCO) | 5.0 | $25M | +379% | 480k | 53.06 |
|
| Edwards Lifesciences (EW) | 4.9 | $25M | -5% | 339k | 74.03 |
|
| Cdw (CDW) | 3.1 | $16M | -5% | 90k | 174.04 |
|
| S&p Global (SPGI) | 2.3 | $12M | -4% | 23k | 498.03 |
|
| Pool Corporation (POOL) | 2.0 | $10M | -11% | 30k | 340.94 |
|
| Old Dominion Freight Line (ODFL) | 2.0 | $10M | -4% | 57k | 176.40 |
|
| O'reilly Automotive (ORLY) | 2.0 | $10M | -4% | 8.5k | 1185.80 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.6M | NEW | 3.9k | 401.58 |
|
Past Filings by Wedgewood Partners
SEC 13F filings are viewable for Wedgewood Partners going back to 2010
- Wedgewood Partners 2024 Q4 filed Feb. 14, 2025
- 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