StockDriftsStockDriftsTop 18 Wedgewood Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.4% | 105.5K | $50.4M | -18.44%(-23.85K) | $111.28(+283.61%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 9.39% | 127.2K | $45.5M | -18.28%(-28.46K) | $48.54(+610.12%) | 2026-06-30 | |
| META | META PLATFORMS INC | 8.89% | 76.5K | $43.1M | +16.21%(+10.67K) | $266.54(+117.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.81% | 130.7K | $37.8M | -3.29%(-4.45K) | $58.94(+418.15%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.89% | 89.5K | $33.4M | +21.10%(+15.60K) | $257.70(+88.62%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.66% | 135.4K | $32.3M | +35.57%(+35.53K) | $222.00(+18.26%) | 2026-06-30 | |
| V | VISA INC | 6.32% | 89.2K | $30.6M | +7.44%(+6.18K) | $143.72(+151.85%) | 2026-06-30 | |
| MSI | MOTOROLA SOLUTIONS INC | 5.63% | 65.6K | $27.3M | -3.38%(-2.30K) | $218.28(+111.77%) | 2026-06-30 | |
| ODFL | OLD DOMINION FREIGHT LINE IN | 4.93% | 110.3K | $23.9M | -3.21%(-3.65K) | $139.47(+51.26%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 4.91% | 133.4K | $23.8M | -3.32%(-4.57K) | $94.04(+125.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.29% | +69.74% | +11.48% | +72.20% |
| Top 20 Holdings Unweighted | +13.85% | +47.55% | +8.92% | +53.28% |
Wedgewood Partners INC reports $484.43M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are TSM (10.4%), GOOGL (9.4%) and META (8.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +69.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wedgewood Partners INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wedgewood Partners INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 859804). View Wedgewood Partners INC’s 13F filings on SEC