Wedgewood Partners Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Wedgewood Partners Inc. reported 19 stock positions worth $550.8 million. Its top holding was Meta Platforms Class A (META) at 8.7% of the portfolio, followed by Alphabet Class A (GOOGL, 8.4%) and Taiwan Semiconductor-SP ADR (TSM, 8.3%). Compared with Q2 2024, it added to 1 and reduced 18. The biggest buy was Edwards Lifesciences (EW, shares +1%) and the biggest sale CDW (CDW, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0000859804
- Portfolio Value
- $550.8M (Q3 2024)
- SEC Filing
- 0000859804-24-000009 ↗ filed Nov 14, 2024
Holdings Value
Holdings 19 stocks · $550.8M
| META Meta Platforms Inc. Class A | 8.72% | 82,848 | $48.1M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 8.36% | 257,523 | $46.1M | Reduce -1.3% |
| TSM Taiwan Semiconductor-SP ADR | 8.34% | 246,132 | $45.9M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 7.85% | 495,384 | $43.3M | Reduce -1.6% |
| V Visa Inc. Class A | 7.12% | 126,638 | $39.2M | Reduce -1.3% |
| AAPL Apple Inc. | 7.02% | 171,782 | $38.7M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 6.38% | 58,035 | $35.2M | Reduce -1.5% |
| BKNG Booking Holdings Inc. | 5.51% | 6,087 | $30.4M | Reduce -0.9% |
| CPRT Copart Inc. | 5.36% | 509,939 | $29.5M | Reduce -1.2% |
| MSI Motorola Solutions Inc. | 5.33% | 59,109 | $29.4M | Reduce -2.0% |
| MSFT Microsoft Corp. | 5.24% | 67,884 | $28.9M | Reduce -1.6% |
| TSCO Tractor Supply Company | 5.06% | 99,957 | $27.9M | Reduce -1.6% |
| EW Edwards Lifesciences Corp. | 4.34% | 359,257 | $23.9M | Add +1.4% |
| TPL Texas Pacific Land Corp. | 3.27% | 13,191 | $18.0M | Reduce -1.3% |
| CDW CDW Corp. | 3.24% | 95,851 | $17.8M | Reduce -0.7% |
| ODFL Old Dominion Freight Line | 2.47% | 60,328 | $13.6M | Reduce -0.8% |
| SPGI S&P Global Inc. | 2.26% | 24,382 | $12.4M | Reduce -1.1% |
| POOL Pool Corp. | 2.14% | 33,532 | $11.8M | Reduce -0.7% |
| ORLY O'reilly Automotive Inc. | 1.98% | 8,822 | $10.9M | Reduce -0.7% |
Portfolio Sells Q2 2024 → Q3 2024
| CDW CDW Corp. | Reduce -0.7% | 3.24% | −0.94 |
| AAPL Apple Inc. | Reduce -1.0% | 7.02% | −0.68 |
| MSFT Microsoft Corp. | Reduce -1.6% | 5.24% | −0.49 |
| UNH Unitedhealth Group Inc. | Reduce -1.5% | 6.38% | −0.41 |
| TSCO Tractor Supply Company | Reduce -1.6% | 5.06% | −0.38 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 8.36% | −0.28 |
| POOL Pool Corp. | Reduce -0.7% | 2.14% | −0.23 |
| SPGI S&P Global Inc. | Reduce -1.1% | 2.26% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.7% | 8.34% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 8.72% | −0.10 |
| ORLY O'reilly Automotive Inc. | Reduce -0.7% | 1.98% | −0.05 |
| CPRT Copart Inc. | Reduce -1.2% | 5.36% | +0.07 |
| ODFL Old Dominion Freight Line | Reduce -0.8% | 2.47% | +0.10 |
| MSI Motorola Solutions Inc. | Reduce -2.0% | 5.33% | +0.25 |
| V Visa Inc. Class A | Reduce -1.3% | 7.12% | +0.31 |
| TPL Texas Pacific Land Corp. | Reduce -1.3% | 3.27% | +1.00 |
| BKNG Booking Holdings Inc. | Reduce -0.9% | 5.51% | +1.20 |
| PYPL PayPal Holdings Inc. | Reduce -1.6% | 7.85% | +1.34 |
Portfolio Buys Q2 2024 → Q3 2024
| EW Edwards Lifesciences Corp. | Add +1.4% | 4.34% | −0.40 |
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 |