WEDGEWOOD PARTNERS INC

Q2 2025 13F Holdings

  • Location
    st louis, MO
  • Num holdings

    19

  • Value ($000)

    $515,190

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0000859804
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
META
META

META PLATFORMS INC

CL A
30303M102
$53.05M
10 %

68,330

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$47.20M
9 %

197,500

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$41.03M
8 %

76,605

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$39.26M
8 %

201,303

AAPL
AAPL

APPLE INC

COM
037833100
$32.91M
6 %

161,857

PYPL
PYPL

PAYPAL HLDGS INC

COM
70450Y103
$31.68M
6 %

465,841

BKNG
BKNG

BOOKING HOLDINGS INC

COM
09857L108
$30.97M
6 %

5,655

V
V

VISA INC

COM CL A
92826C839
$29.29M
6 %

85,603

---

TRACTOR SUPPLY CO

COM
892356106
$28.13M
6 %

472,766

MSI
MSI

MOTOROLA SOLUTIONS INC

COM NEW
620076307
$24.46M
5 %

55,591

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