§ 13F · FUND PROFILE
WEDGEWOOD PARTNERS INC.
AUM · $548M (13F)Positions · 19Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 105K | $50M | 10.4% | −18% |
| 2 | GOOGL | ALPHABET INC | 127K | $45M | 9.4% | −18% |
| 3 | META | META PLATFORMS INC | 76K | $43M | 8.9% | +16% |
| 4 | AAPL | APPLE INC | 131K | $38M | 7.8% | −3% |
| 5 | MSFT | MICROSOFT CORP | 90K | $33M | 6.9% | +21% |
| 6 | AMZN | AMAZON COM INC | 135K | $32M | 6.7% | +36% |
| 7 | V | VISA INC | 89K | $31M | 6.3% | +7% |
| 8 | MSI | MOTOROLA SOLUTIONS INC | 66K | $27M | 5.6% | −3% |
| 9 | ODFL | OLD DOMINION FREIGHT LINE IN | 110K | $24M | 4.9% | −3% |
| 10 | BKNG | BOOKING HOLDINGS INC | 133K | $24M | 4.9% | +2317% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEDGEWOOD SIGNAL
AC read
WEDGEWOOD PARTNERS INC is a Other fund managing $548 million in assets. The fund runs a focused portfolio of just 19 positions.
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