WEDGEWOOD PARTNERS INC: 13F holdings
CIK 8598042026Q2
| Positions | 18 |
|---|---|
| Reported value | $484.4m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 105,499 | $50.4m | 10.4% |
| GOOGL ALPHABET INC | 127,237 | $45.5m | 9.4% |
| META META PLATFORMS INC | 76,471 | $43.1m | 8.9% |
| AAPL APPLE INC | 130,682 | $37.8m | 7.8% |
| MSFT MICROSOFT CORP | 89,518 | $33.4m | 6.9% |
| AMZN AMAZON COM INC | 135,440 | $32.3m | 6.7% |
| V VISA INC | 89,188 | $30.6m | 6.3% |
| MSI MOTOROLA SOLUTIONS INC | 65,643 | $27.3m | 5.6% |
| ODFL OLD DOMINION FREIGHT LINE IN | 110,288 | $23.9m | 4.9% |
| BKNG BOOKING HOLDINGS INC | 133,351 | $23.8m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="859804")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.