Wedgewood Partners portfolio — 13F holdings Q2 2026
Wedgewood Partners (David Rolfe) reported 18 long positions worth $484.4 million as of 2026-06-30. Top holdings: TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD, Alphabet Inc., Meta Platforms, Inc., Apple Inc., MICROSOFT CORP. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2026-06-30 | 50383055.00 USD | 10.40% | reduce | Original filing |
| Alphabet Inc. | 2026-06-30 | 45470575.00 USD | 9.39% | reduce | Original filing |
| Meta Platforms, Inc. | 2026-06-30 | 43075494.00 USD | 8.89% | add | Original filing |
| Apple Inc. | 2026-06-30 | 37814225.00 USD | 7.81% | reduce | Original filing |
| MICROSOFT CORP | 2026-06-30 | 33391897.00 USD | 6.89% | add | Original filing |
| AMAZON COM INC | 2026-06-30 | 32280770.00 USD | 6.66% | add | Original filing |
| VISA INC. | 2026-06-30 | 30599344.00 USD | 6.32% | add | Original filing |
| Motorola Solutions, Inc. | 2026-06-30 | 27261012.00 USD | 5.63% | reduce | Original filing |
| OLD DOMINION FREIGHT LINE, INC. | 2026-06-30 | 23888327.00 USD | 4.93% | reduce | Original filing |
| Booking Holdings Inc. | 2026-06-30 | 23768405.00 USD | 4.91% | add | Original filing |
| PROGRESSIVE CORP/OH/ | 2026-06-30 | 23212734.00 USD | 4.79% | add | Original filing |
| Chubb Ltd | 2026-06-30 | 23183491.00 USD | 4.79% | add | Original filing |
| UNITED RENTALS, INC. | 2026-06-30 | 18955056.00 USD | 3.91% | reduce | Original filing |
| O REILLY AUTOMOTIVE INC | 2026-06-30 | 15898878.00 USD | 3.28% | reduce | Original filing |
| Edwards Lifesciences Corp | 2026-06-30 | 14944716.00 USD | 3.08% | reduce | Original filing |
| Toll Brothers, Inc. | 2026-06-30 | 14920143.00 USD | 3.08% | add | Original filing |
| S&P Global Inc. | 2026-06-30 | 12763035.00 USD | 2.63% | reduce | Original filing |
| COPART INC | 2026-06-30 | 12622016.00 USD | 2.61% | reduce | Original filing |
| CDW Corp | 2026-03-31 | — | — | exited | Original filing |
| iShares Russell 1000 Growth ETF | 2026-03-31 | — | — | exited | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-13 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-16 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-12 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.