Filed: 2/14/2025ACC: 0000859804-25-000002
📋 What this filing means
WEDGEWOOD PARTNERS INC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $507.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$507.93M
Total AUM (reported)
3.02M
Total Shares
Allocation by class
COM$301.85M59.4%
SPONSORED ADS$46.77M9.2%
CAP STK CL A$46.76M9.2%
CL A$46.58M9.2%
COM CL A$38.30M7.5%
COM NEW$26.11M5.1%
RUS 1000 GRW ETF$1.56M0.3%
Portfolio Concentration
Top 3$140.12M27.6%
4–10$231.87M45.7%
11–25$135.94M26.8%
Top 3 weight
27.6%
Top 10 weight
73.2%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Sole
Full voting authority
157.77K
shares
% of voting shares5.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.86M
shares
% of voting shares94.8%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeNone · 94.8% of voting shares
Institutional Holdings19
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares236.83K
TypeSH
Market value$46.77M
9.21%
Sole
12.59K
Shared
0.00
None
224.24K
ALPHABET INC
SOLEShares247.03K
TypeSH
Market value$46.76M
9.21%
Sole
13.05K
Shared
0.00
None
233.99K
META PLATFORMS INC
SOLEShares79.56K
TypeSH
Market value$46.58M
9.17%
Sole
4.15K
Shared
0.00
None
75.41K
APPLE INC
SOLEShares163.86K
TypeSH
Market value$41.03M
8.08%
Sole
7.76K
Shared
0.00
None
156.09K
PAYPAL HLDGS INC
SOLEShares469.83K
TypeSH
Market value$40.10M
7.89%
Sole
25.03K
Shared
0.00
None
444.80K
VISA INC
SOLEShares121.20K
TypeSH
Market value$38.30M
7.54%
Sole
6.26K
Shared
0.00
None
114.94K
BOOKING HOLDINGS INC
SOLEShares5.82K
TypeSH
Market value$28.90M
5.69%
Sole
306.00
Shared
0.00
None
5.51K
COPART INC
SOLEShares488.43K
TypeSH
Market value$28.03M
5.52%
Sole
25.49K
Shared
0.00
None
462.94K
UNITEDHEALTH GROUP INC
SOLEShares55.38K
TypeSH
Market value$28.02M
5.52%
Sole
2.90K
Shared
0.00
None
52.49K
MICROSOFT CORP
SOLEShares65.22K
TypeSH
Market value$27.49M
5.41%
Sole
3.40K
Shared
0.00
None
61.82K
MOTOROLA SOLUTIONS INC
SOLEShares56.49K
TypeSH
Market value$26.11M
5.14%
Sole
2.92K
Shared
0.00
None
53.57K
TRACTOR SUPPLY CO
SOLEShares479.60K
TypeSH
Market value$25.45M
5.01%
Sole
25.04K
Shared
0.00
None
454.56K
EDWARDS LIFESCIENCES CORP
SOLEShares339.44K
TypeSH
Market value$25.13M
4.95%
Sole
17.87K
Shared
0.00
None
321.57K
CDW CORP
SOLEShares90.45K
TypeSH
Market value$15.74M
3.10%
Sole
4.74K
Shared
0.00
None
85.71K
S&P GLOBAL INC
SOLEShares23.36K
TypeSH
Market value$11.63M
2.29%
Sole
1.22K
Shared
0.00
None
22.14K
POOL CORP
SOLEShares29.81K
TypeSH
Market value$10.16M
2.00%
Sole
1.65K
Shared
0.00
None
28.16K
OLD DOMINION FREIGHT LINE IN
SOLEShares57.41K
TypeSH
Market value$10.13M
1.99%
Sole
2.97K
Shared
0.00
None
54.43K
OREILLY AUTOMOTIVE INC
SOLEShares8.46K
TypeSH
Market value$10.04M
1.98%
Sole
430.00
Shared
0.00
None
8.03K
ISHARES TR
SOLEShares3.87K
TypeSH
Market value$1.56M
0.31%
Sole
0.00
Shared
0.00
None
3.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 236.83K | SH | $46.77M 9.21% | 12.59K | 0.00 | 224.24K |
ALPHABET INCSOLE | CAP STK CL A | 247.03K | SH | $46.76M 9.21% | 13.05K | 0.00 | 233.99K |
META PLATFORMS INCSOLE | CL A | 79.56K | SH | $46.58M 9.17% | 4.15K | 0.00 | 75.41K |
APPLE INCSOLE | COM | 163.86K | SH | $41.03M 8.08% | 7.76K | 0.00 | 156.09K |
PAYPAL HLDGS INCSOLE | COM | 469.83K | SH | $40.10M 7.89% | 25.03K | 0.00 | 444.80K |
VISA INCSOLE | COM CL A | 121.20K | SH | $38.30M 7.54% | 6.26K | 0.00 | 114.94K |
BOOKING HOLDINGS INCSOLE | COM | 5.82K | SH | $28.90M 5.69% | 306.00 | 0.00 | 5.51K |
COPART INCSOLE | COM | 488.43K | SH | $28.03M 5.52% | 25.49K | 0.00 | 462.94K |
UNITEDHEALTH GROUP INCSOLE | COM | 55.38K | SH | $28.02M 5.52% | 2.90K | 0.00 | 52.49K |
MICROSOFT CORPSOLE | COM | 65.22K | SH | $27.49M 5.41% | 3.40K | 0.00 | 61.82K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 56.49K | SH | $26.11M 5.14% | 2.92K | 0.00 | 53.57K |
TRACTOR SUPPLY COSOLE | COM | 479.60K | SH | $25.45M 5.01% | 25.04K | 0.00 | 454.56K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 339.44K | SH | $25.13M 4.95% | 17.87K | 0.00 | 321.57K |
CDW CORPSOLE | COM | 90.45K | SH | $15.74M 3.10% | 4.74K | 0.00 | 85.71K |
S&P GLOBAL INCSOLE | COM | 23.36K | SH | $11.63M 2.29% | 1.22K | 0.00 | 22.14K |
POOL CORPSOLE | COM | 29.81K | SH | $10.16M 2.00% | 1.65K | 0.00 | 28.16K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 57.41K | SH | $10.13M 1.99% | 2.97K | 0.00 | 54.43K |
OREILLY AUTOMOTIVE INCSOLE | COM | 8.46K | SH | $10.04M 1.98% | 430.00 | 0.00 | 8.03K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.87K | SH | $1.56M 0.31% | 0.00 | 0.00 | 3.87K |