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WEDGEWOOD PARTNERS INC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $484,433,173
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $50,383,055
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $45,470,575
- META PLATFORMS INC · CL A · 30303M102 · shares: $43,075,494
- APPLE INC · COM · 037833100 · shares: $37,814,225
- MICROSOFT CORP · COM · 594918104 · shares: $33,391,897
- AMAZON COM INC · COM · 023135106 · shares: $32,280,770
- VISA INC · COM CL A · 92826C839 · shares: $30,599,344
- MOTOROLA SOLUTIONS INC · COM NEW · 620076307 · shares: $27,261,012
- OLD DOMINION FREIGHT LINE IN · COM · 679580100 · shares: $23,888,327
- BOOKING HOLDINGS INC · COM · 09857L108 · shares: $23,768,405
Reported holdings
18 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 105,499 shares | $50,383,055 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 127,237 shares | $45,470,575 |
| META PLATFORMS INC | CL A | 30303M102 | — | 76,471 shares | $43,075,494 |
| APPLE INC | COM | 037833100 | — | 130,682 shares | $37,814,225 |
| MICROSOFT CORP | COM | 594918104 | — | 89,518 shares | $33,391,897 |
| AMAZON COM INC | COM | 023135106 | — | 135,440 shares | $32,280,770 |
| VISA INC | COM CL A | 92826C839 | — | 89,188 shares | $30,599,344 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 65,643 shares | $27,261,012 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 110,288 shares | $23,888,327 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 133,351 shares | $23,768,405 |
| PROGRESSIVE CORP | COM | 743315103 | — | 106,261 shares | $23,212,734 |
| CHUBB LIMITED | COM | H1467J104 | — | 68,039 shares | $23,183,491 |
| UNITED RENTALS INC | COM | 911363109 | — | 16,732 shares | $18,955,056 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 172,645 shares | $15,898,878 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 165,208 shares | $14,944,716 |
| TOLL BROTHERS INC | COM | 889478103 | — | 90,562 shares | $14,920,143 |
| S&P GLOBAL INC | COM | 78409V104 | — | 31,339 shares | $12,763,035 |
| COPART INC | COM | 217204106 | — | 447,748 shares | $12,622,016 |