Holdings of WEDGEWOOD PARTNERS INC
21 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 66.1 % of the equity sleeve
Sector breakdown
- Technology 32.7 %
- Consumer discretionary 20.7 %
- Communication 17.7 %
- Financials 11.9 %
- Industrials 8.7 %
- Health care 5.8 %
- Unattributed 2.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 90.6 %
- TW 9.4 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 20 | 423M $ | 90.63 % |
| 2 | TW | 1 | 43.7M $ | 9.37 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Alphabet Inc | 155,701 | 44.8M $ | |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | 129,353 | 43.7M $ | |
| 3 | Meta Platforms Inc | 65,805 | 37.6M $ | |
| 4 | Apple Inc | 135,128 | 34.3M $ | |
| 5 | Motorola Solutions Inc | 67,941 | 29.5M $ | |
| 6 | Microsoft Corp | 73,919 | 27.4M $ | |
| 7 | Visa Inc | 83,010 | 25.1M $ | |
| 8 | Booking Holdings Inc | 5,517 | 23.2M $ | |
| 9 | Old Dominion Freight Line Inc | 113,941 | 22.3M $ | |
| 10 | Amazon.com Inc | 99,907 | 20.8M $ | |
| 11 | Tractor Supply Co | 456,094 | 20.7M $ | |
| 12 | United Rentals Inc | 25,192 | 18.4M $ | |
| 13 | CDW Corp/DE | 144,870 | 17.5M $ | |
| 14 | Progressive Corp/The | 83,352 | 16.5M $ | |
| 15 | O'Reilly Automotive Inc | 178,397 | 16.5M $ | |
| 16 | Copart Inc | 462,749 | 15.4M $ | |
| 17 | S&P Global Inc | 32,371 | 13.8M $ | |
| 18 | Edwards Lifesciences Corp | 170,969 | 13.7M $ | |
| 19 | Zoetis Inc | 113,541 | 13.4M $ | |
| 20 | Toll Brothers Inc | 88,275 | 12M $ | |
| 21 | iShares Russell 1000 Growth ETF | 524 | 223.4K $ |