Filed: 5/15/2025ACC: 0000859804-25-000004
📋 What this filing means
WEDGEWOOD PARTNERS INC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $496.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$496.46M
Total AUM (reported)
2.90M
Total Shares
Allocation by class
COM$304.98M61.4%
SPONSORED ADS$46.12M9.3%
CL A$45.86M9.2%
CAP STK CL A$41.00M8.3%
COM CL A$31.97M6.4%
COM NEW$23.50M4.7%
RUS 1000 GRW ETF$3.03M0.6%
Portfolio Concentration
Top 3$132.98M26.8%
4–10$221.87M44.7%
11–25$141.60M28.5%
Top 3 weight
26.8%
Top 10 weight
71.5%
Voting Authority Distribution
Total shares with voting rights: 2.90M
Sole
Full voting authority
149.36K
shares
% of voting shares5.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.75M
shares
% of voting shares94.8%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeNone · 94.8% of voting shares
Institutional Holdings20
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares236.81K
TypeSH
Market value$46.12M
9.29%
Sole
12.48K
Shared
0.00
None
224.34K
META PLATFORMS INC
SOLEShares69.55K
TypeSH
Market value$45.86M
9.24%
Sole
3.58K
Shared
0.00
None
65.97K
ALPHABET INC
SOLEShares247.93K
TypeSH
Market value$41.00M
8.26%
Sole
12.96K
Shared
0.00
None
234.97K
APPLE INC
SOLEShares165.09K
TypeSH
Market value$35.05M
7.06%
Sole
8.54K
Shared
0.00
None
156.56K
MICROSOFT CORP
SOLEShares77.16K
TypeSH
Market value$34.95M
7.04%
Sole
3.99K
Shared
0.00
None
73.17K
PAYPAL HLDGS INC
SOLEShares473.77K
TypeSH
Market value$34.43M
6.94%
Sole
24.82K
Shared
0.00
None
448.95K
VISA INC
SOLEShares89.69K
TypeSH
Market value$31.97M
6.44%
Sole
4.51K
Shared
0.00
None
85.18K
COPART INC
SOLEShares488.41K
TypeSH
Market value$30.49M
6.14%
Sole
25.31K
Shared
0.00
None
463.09K
BOOKING HOLDINGS INC
SOLEShares5.81K
TypeSH
Market value$30.31M
6.11%
Sole
304.00
Shared
0.00
None
5.51K
TRACTOR SUPPLY CO
SOLEShares480.06K
TypeSH
Market value$24.67M
4.97%
Sole
24.74K
Shared
0.00
None
455.32K
MOTOROLA SOLUTIONS INC
SOLEShares56.59K
TypeSH
Market value$23.50M
4.73%
Sole
2.90K
Shared
0.00
None
53.69K
CDW CORP
SOLEShares115.26K
TypeSH
Market value$21.83M
4.40%
Sole
6.13K
Shared
0.00
None
109.14K
UNITED RENTALS INC
SOLEShares24.83K
TypeSH
Market value$17.71M
3.57%
Sole
1.37K
Shared
0.00
None
23.46K
S&P GLOBAL INC
SOLEShares34.09K
TypeSH
Market value$17.45M
3.52%
Sole
1.75K
Shared
0.00
None
32.34K
OREILLY AUTOMOTIVE INC
SOLEShares12.59K
TypeSH
Market value$16.69M
3.36%
Sole
632.00
Shared
0.00
None
11.96K
EDWARDS LIFESCIENCES CORP
SOLEShares191.82K
TypeSH
Market value$14.72M
2.97%
Sole
9.25K
Shared
0.00
None
182.57K
OLD DOMINION FREIGHT LINE IN
SOLEShares82.37K
TypeSH
Market value$14.14M
2.85%
Sole
4.46K
Shared
0.00
None
77.91K
POOL CORP
SOLEShares30.28K
TypeSH
Market value$9.36M
1.88%
Sole
1.63K
Shared
0.00
None
28.65K
UNITEDHEALTH GROUP INC
SOLEShares10.30K
TypeSH
Market value$3.17M
0.64%
Sole
0.00
Shared
0.00
None
10.30K
ISHARES TR
SOLEShares7.59K
TypeSH
Market value$3.03M
0.61%
Sole
0.00
Shared
0.00
None
7.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 236.81K | SH | $46.12M 9.29% | 12.48K | 0.00 | 224.34K |
META PLATFORMS INCSOLE | CL A | 69.55K | SH | $45.86M 9.24% | 3.58K | 0.00 | 65.97K |
ALPHABET INCSOLE | CAP STK CL A | 247.93K | SH | $41.00M 8.26% | 12.96K | 0.00 | 234.97K |
APPLE INCSOLE | COM | 165.09K | SH | $35.05M 7.06% | 8.54K | 0.00 | 156.56K |
MICROSOFT CORPSOLE | COM | 77.16K | SH | $34.95M 7.04% | 3.99K | 0.00 | 73.17K |
PAYPAL HLDGS INCSOLE | COM | 473.77K | SH | $34.43M 6.94% | 24.82K | 0.00 | 448.95K |
VISA INCSOLE | COM CL A | 89.69K | SH | $31.97M 6.44% | 4.51K | 0.00 | 85.18K |
COPART INCSOLE | COM | 488.41K | SH | $30.49M 6.14% | 25.31K | 0.00 | 463.09K |
BOOKING HOLDINGS INCSOLE | COM | 5.81K | SH | $30.31M 6.11% | 304.00 | 0.00 | 5.51K |
TRACTOR SUPPLY COSOLE | COM | 480.06K | SH | $24.67M 4.97% | 24.74K | 0.00 | 455.32K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 56.59K | SH | $23.50M 4.73% | 2.90K | 0.00 | 53.69K |
CDW CORPSOLE | COM | 115.26K | SH | $21.83M 4.40% | 6.13K | 0.00 | 109.14K |
UNITED RENTALS INCSOLE | COM | 24.83K | SH | $17.71M 3.57% | 1.37K | 0.00 | 23.46K |
S&P GLOBAL INCSOLE | COM | 34.09K | SH | $17.45M 3.52% | 1.75K | 0.00 | 32.34K |
OREILLY AUTOMOTIVE INCSOLE | COM | 12.59K | SH | $16.69M 3.36% | 632.00 | 0.00 | 11.96K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 191.82K | SH | $14.72M 2.97% | 9.25K | 0.00 | 182.57K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 82.37K | SH | $14.14M 2.85% | 4.46K | 0.00 | 77.91K |
POOL CORPSOLE | COM | 30.28K | SH | $9.36M 1.88% | 1.63K | 0.00 | 28.65K |
UNITEDHEALTH GROUP INCSOLE | COM | 10.30K | SH | $3.17M 0.64% | 0.00 | 0.00 | 10.30K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 7.59K | SH | $3.03M 0.61% | 0.00 | 0.00 | 7.59K |