Wedgewood Partners Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Wedgewood Partners Inc. reported 19 stock positions worth $507.9 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 9.2% of the portfolio, followed by Alphabet Class A (GOOGL, 9.2%) and Meta Platforms Class A (META, 9.2%). Compared with Q3 2024, it opened 1 new position, sold out of 1 and reduced 18. The biggest buy was a new position in iShares Russell 1000 Growth (IWF) and the biggest sale an exit from Texas Pacific Land (TPL).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0000859804
- Portfolio Value
- $507.9M (Q4 2024)
- SEC Filing
- 0000859804-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 19 stocks · $507.9M
| TSM Taiwan Semiconductor-SP ADR | 9.21% | 236,828 | $46.8M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 9.21% | 247,035 | $46.8M | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 9.17% | 79,557 | $46.6M | Reduce -4.0% |
| AAPL Apple Inc. | 8.08% | 163,857 | $41.0M | Reduce -4.6% |
| PYPL PayPal Holdings Inc. | 7.89% | 469,829 | $40.1M | Reduce -5.2% |
| V Visa Inc. Class A | 7.54% | 121,199 | $38.3M | Reduce -4.3% |
| BKNG Booking Holdings Inc. | 5.69% | 5,816 | $28.9M | Reduce -4.5% |
| CPRT Copart Inc. | 5.52% | 488,433 | $28.0M | Reduce -4.2% |
| UNH Unitedhealth Group Inc. | 5.52% | 55,384 | $28.0M | Reduce -4.6% |
| MSFT Microsoft Corp. | 5.41% | 65,219 | $27.5M | Reduce -3.9% |
| MSI Motorola Solutions Inc. | 5.14% | 56,490 | $26.1M | Reduce -4.4% |
| TSCO Tractor Supply Company | 5.01% | 479,596 | $25.4M | Reduce -4.0% |
| EW Edwards Lifesciences Corp. | 4.95% | 339,436 | $25.1M | Reduce -5.5% |
| CDW CDW Corp. | 3.10% | 90,447 | $15.7M | Reduce -5.6% |
| SPGI S&P Global Inc. | 2.29% | 23,360 | $11.6M | Reduce -4.2% |
| POOL Pool Corp. | 2.00% | 29,810 | $10.2M | Reduce -11.1% |
| ODFL Old Dominion Freight Line | 1.99% | 57,406 | $10.1M | Reduce -4.8% |
| ORLY O'reilly Automotive Inc. | 1.98% | 8,464 | $10.0M | Reduce -4.1% |
| IWF iShares Russell 1000 Growth | 0.31% | 3,874 | $1.6M | New |
Portfolio Sells Q3 2024 → Q4 2024
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −3.27 |
| UNH Unitedhealth Group Inc. | Reduce -4.6% | 5.52% | −0.87 |
| ODFL Old Dominion Freight Line | Reduce -4.8% | 1.99% | −0.48 |
| MSI Motorola Solutions Inc. | Reduce -4.4% | 5.14% | −0.19 |
| CDW CDW Corp. | Reduce -5.6% | 3.10% | −0.14 |
| POOL Pool Corp. | Reduce -11.1% | 2.00% | −0.14 |
| TSCO Tractor Supply Company | Reduce -4.0% | 5.01% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -4.1% | 1.98% | −0.01 |
| SPGI S&P Global Inc. | Reduce -4.2% | 2.29% | +0.03 |
| PYPL PayPal Holdings Inc. | Reduce -5.2% | 7.89% | +0.04 |
| CPRT Copart Inc. | Reduce -4.2% | 5.52% | +0.16 |
| MSFT Microsoft Corp. | Reduce -3.9% | 5.41% | +0.17 |
| BKNG Booking Holdings Inc. | Reduce -4.5% | 5.69% | +0.18 |
| V Visa Inc. Class A | Reduce -4.3% | 7.54% | +0.43 |
| META Meta Platforms Inc. Class A | Reduce -4.0% | 9.17% | +0.45 |
| EW Edwards Lifesciences Corp. | Reduce -5.5% | 4.95% | +0.61 |
| GOOGL Alphabet Inc. Class A | Reduce -4.1% | 9.21% | +0.84 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.8% | 9.21% | +0.87 |
| AAPL Apple Inc. | Reduce -4.6% | 8.08% | +1.06 |
Portfolio Buys Q3 2024 → Q4 2024
| IWF iShares Russell 1000 Growth | New | 0.31% | +0.31 |
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 |