Wedgewood Partners
What Wedgewood Partners held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$484.43M
Q2 2026
Positions
18
shares, no options
Top 10
72%
of the portfolio
Changes
+8 / −14
0 new, 4 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS | 10.40% | 105,499 | $50.38M | Reduced 18% |
| GOOGLALPHABET INC · CAP STK CL A | 9.39% | 127,237 | $45.47M | Reduced 18% |
| METAMETA PLATFORMS INC · CL A | 8.89% | 76,471 | $43.08M | Added 16% |
| AAPLAPPLE INC | 7.81% | 130,682 | $37.81M | Reduced 3% |
| MSFTMICROSOFT CORP | 6.89% | 89,518 | $33.39M | Added 21% |
| AMZNAMAZON COM INC | 6.66% | 135,440 | $32.28M | Added 36% |
| VVISA INC · COM CL A | 6.32% | 89,188 | $30.60M | Added 7% |
| MSIMOTOROLA SOLUTIONS INC | 5.63% | 65,643 | $27.26M | Reduced 3% |
| ODFLOLD DOMINION FREIGHT LINE IN | 4.93% | 110,288 | $23.89M | Reduced 3% |
| BKNGBOOKING HOLDINGS INC | 4.91% | 133,351 | $23.77M | Added 2317% |
| PGRPROGRESSIVE CORP | 4.79% | 106,261 | $23.21M | Added 27% |
| CBCHUBB LIMITED | 4.79% | 68,039 | $23.18M | Added 26% |
| URIUNITED RENTALS INC | 3.91% | 16,732 | $18.96M | Reduced 34% |
| ORLYOREILLY AUTOMOTIVE INC | 3.28% | 172,645 | $15.90M | Reduced 3% |
| EWEDWARDS LIFESCIENCES CORP | 3.08% | 165,208 | $14.94M | Reduced 3% |
| TOLTOLL BROTHERS INC | 3.08% | 90,562 | $14.92M | Added 3% |
| SPGIS&P GLOBAL INC | 2.63% | 31,339 | $12.76M | Reduced 3% |
| CPRTCOPART INC | 2.61% | 447,748 | $12.62M | Reduced 3% |
Sold out in Q2 2026
CDWIWFTSCOZTS
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 18 positions | $484.43M | 2026-08-14 |
| 2026-03-31 | 22 positions | $484.29M | 2026-05-15 |
| 2025-12-31 | 21 positions | $535.49M | 2026-02-17 |
| 2025-09-30 | 19 positions | $547.90M | 2025-11-14 |
| 2025-06-30 | 19 positions | $515.19M | 2025-08-14 |
| 2025-03-31 | 20 positions | $496.46M | 2025-05-15 |
| 2024-12-31 | 19 positions | $507.93M | 2025-02-14 |
| 2024-09-30 | 19 positions | $550.83M | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.