WEDGEWOOD PARTNERS INC
WEDGEWOOD PARTNERS INC reported 18 positions worth $484.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TSM (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $50.4M | 10.40% | 105,499 | — | — | |
| ▸ 2 | GOOGL | SH | $45.5M | 9.39% | 127,237 | — | — | |
| ▸ 3 | META | SH | $43.1M | 8.89% | 76,471 | — | — | |
| ▸ 4 | AAPL | SH | $37.8M | 7.81% | 130,682 | — | — | |
| ▸ 5 | MSFT | SH | $33.4M | 6.89% | 89,518 | — | — | |
| ▸ 6 | AMZN | SH | $32.3M | 6.66% | 135,440 | — | — | |
| ▸ 7 | V | SH | $30.6M | 6.32% | 89,188 | — | — | |
| ▸ 8 | MSI | SH | $27.3M | 5.63% | 65,643 | — | — | |
| ▸ 9 | ODFL | SH | $23.9M | 4.93% | 110,288 | — | — | |
| ▸ 10 | BKNG | SH | $23.8M | 4.91% | 133,351 | — | — |
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Frequently Asked Questions
What stocks does WEDGEWOOD PARTNERS INC hold as of Q2 2026?
WEDGEWOOD PARTNERS INC reported 18 positions worth $484.4M in its Q2 2026 13F filing. Largest positions: TSM (10.4%), GOOGL (9.4%), META (8.9%), AAPL (7.8%) and MSFT (6.9%).
What did WEDGEWOOD PARTNERS INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WEDGEWOOD PARTNERS INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.