Value
Wedgewood Partners
Wedgewood Partners’s reported long US-listed equity holdings as of Q1 2026, from their Form 13F filing with the SEC.
13F value
$484.3M
reported long US equity
Positions
22
US-listed holdings
New this quarter
2
1 exited
Reporting period
Q1 2026
vs Q4 2025
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | $44.8M | 9.2% | 155.7K | Reduced |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $43.7M | 9.0% | 129.4K | Reduced |
| 3 | METAMETA PLATFORMS INC | $37.6M | 7.8% | 65.8K | Reduced |
| 4 | AAPLAPPLE INC | $34.3M | 7.1% | 135.1K | Reduced |
| 5 | MSIMOTOROLA SOLUTIONS INC | $29.5M | 6.1% | 67.9K | Reduced |
| 6 | MSFTMICROSOFT CORP | $27.4M | 5.7% | 73.9K | Reduced |
| 7 | VVISA INC | $25.1M | 5.2% | 83.0K | Reduced |
| 8 | BKNGBOOKING HOLDINGS INC | $23.2M | 4.8% | 5.5K | Reduced |
| 9 | ODFLOLD DOMINION FREIGHT LINE IN | $22.3M | 4.6% | 113.9K | Reduced |
| 10 | AMZNAMAZON COM INC | $20.8M | 4.3% | 99.9K | Added |
| 11 | TSCOTRACTOR SUPPLY CO | $20.7M | 4.3% | 456.1K | Reduced |
| 12 | URIUNITED RENTALS INC | $18.4M | 3.8% | 25.2K | Reduced |
| 13 | CHUBB LTD SWITZ | $17.6M | 3.6% | 53.9K | Reduced |
| 14 | CDWCDW CORP | $17.5M | 3.6% | 144.9K | Reduced |
| 15 | PGRPROGRESSIVE CORP | $16.5M | 3.4% | 83.4K | New |
| 16 | ORLYOREILLY AUTOMOTIVE INC | $16.5M | 3.4% | 178.4K | Reduced |
| 17 | CPRTCOPART INC | $15.4M | 3.2% | 462.7K | Reduced |
| 18 | SPGIS&P GLOBAL INC | $13.8M | 2.8% | 32.4K | Reduced |
| 19 | EWEDWARDS LIFESCIENCES CORP | $13.7M | 2.8% | 171.0K | Reduced |
| 20 | ZTSZOETIS INC | $13.4M | 2.8% | 113.5K | Added |
| 21 | TOLTOLL BROTHERS INC | $12.0M | 2.5% | 88.3K | New |
| 22 | ISHARES TR | $223,434 | 0.0% | 524 | Reduced |
Sold out (Q1 2026)
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 Q1 2026, not today. Not investment advice.