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Form 13F manager

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WEDGEWOOD PARTNERS INC

Latest quarter 2026-06-30 · filed 2026-08-14 · reported total $484M · filing combined

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Combined report.

Positions

RowIssuerClassPut/callValue% of totalSH/PRN qty
1TSM · TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS—$50M10.4%SH 105,499
2GOOGL · ALPHABET INCCAP STK CL A—$45M9.4%SH 127,237
3META · META PLATFORMS INCCL A—$43M8.9%SH 76,471
4AAPL · APPLE INCCOM—$38M7.8%SH 130,682
5MSFT · MICROSOFT CORPCOM—$33M6.9%SH 89,518
6AMZN · AMAZON COM INCCOM—$32M6.7%SH 135,440
7V · VISA INCCOM CL A—$31M6.3%SH 89,188
8MSI · MOTOROLA SOLUTIONS INCCOM NEW—$27M5.6%SH 65,643
9OLD DOMINION FREIGHT LINE INCOM—$24M4.9%SH 110,288
10BKNG · BOOKING HOLDINGS INCCOM—$24M4.9%SH 133,351
11PROGRESSIVE CORPCOM—$23M4.8%SH 106,261
12CB · CHUBB LIMITEDCOM—$23M4.8%SH 68,039
13URI · UNITED RENTALS INCCOM—$19M3.9%SH 16,732
14OREILLY AUTOMOTIVE INCCOM—$16M3.3%SH 172,645
15EW · EDWARDS LIFESCIENCES CORPCOM—$15M3.1%SH 165,208
16TOL · TOLL BROTHERS INCCOM—$15M3.1%SH 90,562
17SPGI · S&P GLOBAL INCCOM—$13M2.6%SH 31,339
18CPRT · COPART INCCOM—$13M2.6%SH 447,748
Filed rows (18) — as filed
RowIssuerClassPut/callValue% of totalSH/PRN qtySource
1TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS—$50M10.4%SH 105,4990000859804-26-000006
2ALPHABET INCCAP STK CL A—$45M9.4%SH 127,2370000859804-26-000006
3META PLATFORMS INCCL A—$43M8.9%SH 76,4710000859804-26-000006
4APPLE INCCOM—$38M7.8%SH 130,6820000859804-26-000006
5MICROSOFT CORPCOM—$33M6.9%SH 89,5180000859804-26-000006
6AMAZON COM INCCOM—$32M6.7%SH 135,4400000859804-26-000006
7VISA INCCOM CL A—$31M6.3%SH 89,1880000859804-26-000006
8MOTOROLA SOLUTIONS INCCOM NEW—$27M5.6%SH 65,6430000859804-26-000006
9OLD DOMINION FREIGHT LINE INCOM—$24M4.9%SH 110,2880000859804-26-000006
10BOOKING HOLDINGS INCCOM—$24M4.9%SH 133,3510000859804-26-000006
11PROGRESSIVE CORPCOM—$23M4.8%SH 106,2610000859804-26-000006
12CHUBB LIMITEDCOM—$23M4.8%SH 68,0390000859804-26-000006
13UNITED RENTALS INCCOM—$19M3.9%SH 16,7320000859804-26-000006
14OREILLY AUTOMOTIVE INCCOM—$16M3.3%SH 172,6450000859804-26-000006
15EDWARDS LIFESCIENCES CORPCOM—$15M3.1%SH 165,2080000859804-26-000006
16TOLL BROTHERS INCCOM—$15M3.1%SH 90,5620000859804-26-000006
17S&P GLOBAL INCCOM—$13M2.6%SH 31,3390000859804-26-000006
18COPART INCCOM—$13M2.6%SH 447,7480000859804-26-000006

Changes from 2026-03-31 (rows of a security combined)

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

0 new · ▲ 8 up · ▼ 10 down · 4 exited · 0 unchanged — by reported quantity, largest value change first

RowChangeIssuerClassPut/callValue changeQty change
1exitedTRACTOR SUPPLY COCOM—−$21MSH −456,094
2exitedCDW CORPCOM—−$18MSH −144,870
3exitedZOETIS INCCL A—−$13MSH −113,541
4▲ upAMAZON COM INCCOM—+$11MSH +35,533 (+35.6%)
5▲ upPROGRESSIVE CORPCOM—+$6.7MSH +22,909 (+27.5%)
6▼ downTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS—+$6.7MSH −23,854 (−18.4%)
7▲ upMICROSOFT CORPCOM—+$6.0MSH +15,599 (+21.1%)
8▲ upCHUBB LIMITED / CHUBB LTD SWITZCOM—+$5.6MSH +14,153 (+26.3%)
9▲ upVISA INCCOM CL A—+$5.5MSH +6,178 (+7.4%)
10▲ upMETA PLATFORMS INCCL A—+$5.4MSH +10,666 (+16.2%)
11▼ downAPPLE INCCOM—+$3.5MSH −4,446 (−3.3%)
12▲ upTOLL BROTHERS INCCOM—+$2.9MSH +2,287 (+2.6%)
13▼ downCOPART INCCOM—−$2.7MSH −15,001 (−3.2%)
14▼ downMOTOROLA SOLUTIONS INCCOM NEW—−$2.2MSH −2,298 (−3.4%)
15▼ downOLD DOMINION FREIGHT LINE INCOM—+$1.6MSH −3,653 (−3.2%)
16▼ downEDWARDS LIFESCIENCES CORPCOM—+$1.3MSH −5,761 (−3.4%)
17▼ downS&P GLOBAL INCCOM—−$1.0MSH −1,032 (−3.2%)
18▼ downALPHABET INCCAP STK CL A—+$0.7MSH −28,464 (−18.3%)
19▼ downUNITED RENTALS INCCOM—+$0.6MSH −8,460 (−33.6%)
20▼ downOREILLY AUTOMOTIVE INCCOM—−$0.6MSH −5,752 (−3.2%)
Remaining 2 reported changes
RowChangeIssuerClassPut/callValue changeQty change
21▲ upBOOKING HOLDINGS INCCOM—+$0.5MSH +127,834 (+2317.1%)
22exitedISHARES TRRUS 1000 GRW ETF—−<$1MSH −524

Changes appear only where the prior quarter's validated report exists.

Filing details

CIK set: 0000859804

Filing history

2026-06-3013F-HR