Wedgewood Partners Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Wedgewood Partners Inc. reported 19 stock positions worth $547.9 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 9.6% of the portfolio, followed by Meta Platforms Class A (META, 9.5%) and Alphabet Class A (GOOGL, 9.2%). Compared with Q2 2025, it added to 18 and reduced 1. The biggest buy was Alphabet Class A (GOOGL, shares +3%) and the biggest sale Taiwan Semiconductor-SP ADR (TSM, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ST LOUIS, MO
- CIK
- 0000859804
- Portfolio Value
- $547.9M (Q3 2025)
- SEC Filing
- 0000859804-25-000009 ↗ filed Nov 14, 2025
Holdings Value
Holdings 19 stocks · $547.9M
| TSM Taiwan Semiconductor-SP ADR | 9.65% | 189,282 | $52.9M | Reduce -4.2% |
| META Meta Platforms Inc. Class A | 9.46% | 70,594 | $51.8M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 9.19% | 207,232 | $50.4M | Add +3.0% |
| AAPL Apple Inc. | 7.76% | 166,890 | $42.5M | Add +3.1% |
| MSFT Microsoft Corp. | 7.49% | 79,208 | $41.0M | Add +3.4% |
| PYPL PayPal Holdings Inc. | 5.93% | 484,651 | $32.5M | Add +4.0% |
| BKNG Booking Holdings Inc. | 5.81% | 5,900 | $31.9M | Add +4.3% |
| V Visa Inc. Class A | 5.55% | 89,120 | $30.4M | Add +4.1% |
| TSCO Tractor Supply Company | 5.09% | 489,910 | $27.9M | Add +3.6% |
| MSI Motorola Solutions Inc. | 4.80% | 57,557 | $26.3M | Add +3.5% |
| URI United Rentals Inc. | 4.69% | 26,925 | $25.7M | Add +3.3% |
| CPRT Copart Inc. | 4.08% | 497,020 | $22.4M | Add +3.5% |
| ORLY O'reilly Automotive Inc. | 3.77% | 191,668 | $20.7M | Add +3.5% |
| CDW CDW Corp. | 3.50% | 120,524 | $19.2M | Add +3.8% |
| ZTS Zoetis Inc. | 3.41% | 127,522 | $18.7M | Add +3.4% |
| SPGI S&P Global Inc. | 3.08% | 34,724 | $16.9M | Add +3.7% |
| EW Edwards Lifesciences Corp. | 2.62% | 184,701 | $14.4M | Add +3.7% |
| ODFL Old Dominion Freight Line | 2.28% | 88,547 | $12.5M | Add +3.8% |
| POOL Pool Corp. | 1.83% | 32,322 | $10.0M | Add +3.5% |
Portfolio Sells Q2 2025 → Q3 2025
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.2% | 9.65% | +0.49 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +3.0% | 9.19% | +1.57 |
| AAPL Apple Inc. | Add +3.1% | 7.76% | +1.37 |
| URI United Rentals Inc. | Add +3.3% | 4.69% | +0.30 |
| ORLY O'reilly Automotive Inc. | Add +3.5% | 3.77% | +0.13 |
| MSI Motorola Solutions Inc. | Add +3.5% | 4.80% | +0.06 |
| POOL Pool Corp. | Add +3.5% | 1.83% | −0.05 |
| ODFL Old Dominion Freight Line | Add +3.8% | 2.28% | −0.12 |
| V Visa Inc. Class A | Add +4.1% | 5.55% | −0.13 |
| EW Edwards Lifesciences Corp. | Add +3.7% | 2.62% | −0.15 |
| CPRT Copart Inc. | Add +3.5% | 4.08% | −0.18 |
| BKNG Booking Holdings Inc. | Add +4.3% | 5.81% | −0.20 |
| PYPL PayPal Holdings Inc. | Add +4.0% | 5.93% | −0.22 |
| ZTS Zoetis Inc. | Add +3.4% | 3.41% | −0.23 |
| TSCO Tractor Supply Company | Add +3.6% | 5.09% | −0.37 |
| CDW CDW Corp. | Add +3.8% | 3.50% | −0.38 |
| MSFT Microsoft Corp. | Add +3.4% | 7.49% | −0.48 |
| SPGI S&P Global Inc. | Add +3.7% | 3.08% | −0.57 |
| META Meta Platforms Inc. Class A | Add +3.3% | 9.46% | −0.83 |
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 |