Value
Wedgewood Partners
Wedgewood Partners’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$484.4M
reported long US equity
Positions
18
US-listed holdings
New this quarter
0
4 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $50.4M | 10.4% | 105.5K | Reduced |
| 2 | ALPHABET INC | $45.5M | 9.4% | 127.2K | Reduced |
| 3 | METAMETA PLATFORMS INC | $43.1M | 8.9% | 76.5K | Added |
| 4 | AAPLAPPLE INC | $37.8M | 7.8% | 130.7K | Reduced |
| 5 | MSFTMICROSOFT CORP | $33.4M | 6.9% | 89.5K | Added |
| 6 | AMZNAMAZON COM INC | $32.3M | 6.7% | 135.4K | Added |
| 7 | VVISA INC | $30.6M | 6.3% | 89.2K | Added |
| 8 | MSIMOTOROLA SOLUTIONS INC | $27.3M | 5.6% | 65.6K | Reduced |
| 9 | ODFLOLD DOMINION FREIGHT LINE IN | $23.9M | 4.9% | 110.3K | Reduced |
| 10 | BKNGBOOKING HOLDINGS INC | $23.8M | 4.9% | 133.4K | Added |
| 11 | PGRPROGRESSIVE CORP | $23.2M | 4.8% | 106.3K | Added |
| 12 | CHUBB LIMITED | $23.2M | 4.8% | 68.0K | Added |
| 13 | URIUNITED RENTALS INC | $19.0M | 3.9% | 16.7K | Reduced |
| 14 | ORLYOREILLY AUTOMOTIVE INC | $15.9M | 3.3% | 172.6K | Reduced |
| 15 | EWEDWARDS LIFESCIENCES CORP | $14.9M | 3.1% | 165.2K | Reduced |
| 16 | TOLTOLL BROTHERS INC | $14.9M | 3.1% | 90.6K | Added |
| 17 | SPGIS&P GLOBAL INC | $12.8M | 2.6% | 31.3K | Reduced |
| 18 | CPRTCOPART INC | $12.6M | 2.6% | 447.7K | Reduced |
Sold out (Q2 2026)
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From Wedgewood Partners’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.