Wedgewood Partners Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 16, 2024), Wedgewood Partners Inc. reported 19 stock positions worth $499.8 million. Its top holding was Alphabet Class A (GOOGL) at 9.2% of the portfolio, followed by Meta Platforms Class A (META, 8.3%) and Taiwan Semiconductor-SP ADR (TSM, 7.9%). Compared with Q4 2023, it sold out of 1, added to 1 and reduced 18. The biggest buy was Unitedhealth (UNH, shares +22%) and the biggest sale Meta Platforms Class A (META, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0000859804
- Portfolio Value
- $499.8M (Q1 2024)
- SEC Filing
- 0000859804-24-000004 ↗ filed May 16, 2024
Holdings Value
Holdings 19 stocks · $499.8M
| GOOGL Alphabet Inc. Class A | 9.24% | 267,624 | $46.2M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 8.28% | 85,922 | $41.4M | Reduce -15.9% |
| TSM Taiwan Semiconductor-SP ADR | 7.90% | 253,667 | $39.5M | Reduce -1.9% |
| V Visa Inc. Class A | 7.40% | 131,401 | $37.0M | Reduce -1.4% |
| AAPL Apple Inc. | 6.77% | 178,374 | $33.8M | Reduce -1.2% |
| PYPL PayPal Holdings Inc. | 6.57% | 513,797 | $32.8M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 6.23% | 60,193 | $31.2M | Add +22.3% |
| MSFT Microsoft Corp. | 5.98% | 70,615 | $29.9M | Reduce -1.5% |
| MSI Motorola Solutions Inc. | 5.87% | 80,324 | $29.3M | Reduce -2.3% |
| CPRT Copart Inc. | 5.83% | 527,209 | $29.2M | Reduce -2.2% |
| TSCO Tractor Supply Company | 5.72% | 103,684 | $28.6M | Reduce -1.5% |
| BKNG Booking Holdings Inc. | 4.77% | 6,289 | $23.9M | Reduce -1.9% |
| EW Edwards Lifesciences Corp. | 4.43% | 245,451 | $22.1M | Reduce -2.1% |
| CDW CDW Corp. | 4.41% | 98,610 | $22.0M | Reduce -1.9% |
| POOL Pool Corp. | 2.63% | 34,316 | $13.1M | Reduce -1.7% |
| ODFL Old Dominion Freight Line | 2.29% | 62,254 | $11.4M | Reduce -1.6% |
| SPGI S&P Global Inc. | 2.19% | 25,151 | $11.0M | Reduce -1.8% |
| ORLY O'reilly Automotive Inc. | 1.84% | 9,098 | $9.2M | Reduce -1.9% |
| TPL Texas Pacific Land Corp. | 1.65% | 13,699 | $8.2M | Reduce -3.0% |
Portfolio Sells Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Reduce -15.9% | 8.28% | −1.61 |
| CDW CDW Corp. | Reduce -1.9% | 4.41% | −0.62 |
| ODFL Old Dominion Freight Line | Reduce -1.6% | 2.29% | −0.53 |
| V Visa Inc. Class A | Reduce -1.4% | 7.40% | −0.33 |
| BKNG Booking Holdings Inc. | Reduce -1.9% | 4.77% | −0.29 |
| AAPL Apple Inc. | Reduce -1.2% | 6.77% | −0.26 |
| ORLY O'reilly Automotive Inc. | Reduce -1.9% | 1.84% | −0.19 |
| MSFT Microsoft Corp. | Reduce -1.5% | 5.98% | −0.15 |
| POOL Pool Corp. | Reduce -1.7% | 2.63% | −0.13 |
| EW Edwards Lifesciences Corp. | Reduce -2.1% | 4.43% | −0.12 |
| SPGI S&P Global Inc. | Reduce -1.8% | 2.19% | −0.08 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -1.4% | 6.57% | +0.18 |
| TPL Texas Pacific Land Corp. | Reduce -3.0% | 1.65% | +0.24 |
| CPRT Copart Inc. | Reduce -2.2% | 5.83% | +0.25 |
| MSI Motorola Solutions Inc. | Reduce -2.3% | 5.87% | +0.34 |
| TSCO Tractor Supply Company | Reduce -1.5% | 5.72% | +0.56 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 9.24% | +0.95 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.9% | 7.90% | +0.96 |
Portfolio Buys Q4 2023 → Q1 2024
| UNH Unitedhealth Group Inc. | Add +22.3% | 6.23% | +0.88 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $484.4M | TSM, GOOGL, META, AAPL, MSFT |
| Q1 2026 | 22 | $484.3M | GOOGL, TSM, META, AAPL, MSI |
| Q4 2025 | 21 | $535.5M | TSM, GOOGL, META, AAPL, MSFT |
| Q3 2025 | 19 | $547.9M | TSM, META, GOOGL, AAPL, MSFT |
| Q2 2025 | 19 | $515.2M | META, TSM, MSFT, GOOGL, AAPL |
| Q1 2025 | 20 | $496.5M | TSM, META, GOOGL, AAPL, MSFT |
| Q4 2024 | 19 | $507.9M | TSM, GOOGL, META, AAPL, PYPL |
| Q3 2024 | 19 | $550.8M | META, GOOGL, TSM, PYPL, V |
| Q2 2024 | 19 | $490.1M | META, GOOGL, TSM, AAPL, V |
| Q1 2024 | 19 | $499.8M | GOOGL, META, TSM, V, AAPL |