Wedgewood Partners Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Wedgewood Partners Inc. reported 20 stock positions worth $496.5 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 9.3% of the portfolio, followed by Meta Platforms Class A (META, 9.2%) and Alphabet Class A (GOOGL, 8.3%). Compared with Q4 2024, it opened 1 new position, added to 12 and reduced 7. The biggest buy was a new position in United Rentals (URI) and the biggest sale Unitedhealth (UNH, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0000859804
- Portfolio Value
- $496.5M (Q1 2025)
- SEC Filing
- 0000859804-25-000004 ↗ filed May 15, 2025
Holdings Value
Holdings 20 stocks · $496.5M
| TSM Taiwan Semiconductor-SP ADR | 9.29% | 236,813 | $46.1M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 9.24% | 69,553 | $45.9M | Reduce -12.6% |
| GOOGL Alphabet Inc. Class A | 8.26% | 247,928 | $41.0M | Add +0.4% |
| AAPL Apple Inc. | 7.06% | 165,093 | $35.1M | Add +0.8% |
| MSFT Microsoft Corp. | 7.04% | 77,161 | $34.9M | Add +18.3% |
| PYPL PayPal Holdings Inc. | 6.94% | 473,775 | $34.4M | Add +0.8% |
| V Visa Inc. Class A | 6.44% | 89,688 | $32.0M | Reduce -26.0% |
| CPRT Copart Inc. | 6.14% | 488,407 | $30.5M | Reduce -0.0% |
| BKNG Booking Holdings Inc. | 6.11% | 5,811 | $30.3M | Reduce -0.1% |
| TSCO Tractor Supply Company | 4.97% | 480,065 | $24.7M | Add +0.1% |
| MSI Motorola Solutions Inc. | 4.73% | 56,589 | $23.5M | Add +0.2% |
| CDW CDW Corp. | 4.40% | 115,264 | $21.8M | Add +27.4% |
| URI United Rentals Inc. | 3.57% | 24,829 | $17.7M | New |
| SPGI S&P Global Inc. | 3.52% | 34,091 | $17.5M | Add +45.9% |
| ORLY O'reilly Automotive Inc. | 3.36% | 12,593 | $16.7M | Add +48.8% |
| EW Edwards Lifesciences Corp. | 2.97% | 191,818 | $14.7M | Reduce -43.5% |
| ODFL Old Dominion Freight Line | 2.85% | 82,371 | $14.1M | Add +43.5% |
| POOL Pool Corp. | 1.88% | 30,276 | $9.4M | Add +1.6% |
| UNH Unitedhealth Group Inc. | 0.64% | 10,302 | $3.2M | Reduce -81.4% |
| IWF iShares Russell 1000 Growth | 0.61% | 7,588 | $3.0M | Add +95.9% |
Portfolio Sells Q4 2024 → Q1 2025
| UNH Unitedhealth Group Inc. | Reduce -81.4% | 0.64% | −4.88 |
| EW Edwards Lifesciences Corp. | Reduce -43.5% | 2.97% | −1.98 |
| V Visa Inc. Class A | Reduce -26.0% | 6.44% | −1.10 |
| META Meta Platforms Inc. Class A | Reduce -12.6% | 9.24% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.0% | 9.29% | +0.08 |
| BKNG Booking Holdings Inc. | Reduce -0.1% | 6.11% | +0.42 |
| CPRT Copart Inc. | Reduce -0.0% | 6.14% | +0.62 |
Portfolio Buys Q4 2024 → Q1 2025
| URI United Rentals Inc. | New | 3.57% | +3.57 |
| MSFT Microsoft Corp. | Add +18.3% | 7.04% | +1.63 |
| ORLY O'reilly Automotive Inc. | Add +48.8% | 3.36% | +1.39 |
| CDW CDW Corp. | Add +27.4% | 4.40% | +1.30 |
| SPGI S&P Global Inc. | Add +45.9% | 3.52% | +1.23 |
| ODFL Old Dominion Freight Line | Add +43.5% | 2.85% | +0.85 |
| IWF iShares Russell 1000 Growth | Add +95.9% | 0.61% | +0.30 |
| TSCO Tractor Supply Company | Add +0.1% | 4.97% | −0.04 |
| POOL Pool Corp. | Add +1.6% | 1.88% | −0.12 |
| MSI Motorola Solutions Inc. | Add +0.2% | 4.73% | −0.41 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 8.26% | −0.95 |
| PYPL PayPal Holdings Inc. | Add +0.8% | 6.94% | −0.96 |
| AAPL Apple Inc. | Add +0.8% | 7.06% | −1.02 |
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 |