SEC EDGAR Form 13F
Wedgewood Partners
Wedgewood Partners is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 22 long U.S. equity positions, $484M reported value for the period ended Mar 31, 2026, led by ALPHABET INC, TAIWAN SEMICONDUCTOR MANUFAC, and META PLATFORMS INC.
CIK: 859804 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$484M
Positions
22
Key person
13F reporting manager
Style
Institutional 13F
Top holding
GOOGL · ALPHABET INC
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
859804
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →GOOGL
ALPHABET INC
Portfolio weight
9.25%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
Portfolio weight
9.03%
META
META PLATFORMS INC
Portfolio weight
7.77%
AAPL
APPLE INC
Portfolio weight
7.08%
MSI
MOTOROLA SOLUTIONS INC
Portfolio weight
6.09%
Top reported holdings
Showing the top 22 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 155.7K | $45M | 9.25% | -5.0% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 129.4K | $44M | 9.03% | -29.9% |
| 3 | META | META PLATFORMS INC | 65.8K | $38M | 7.77% | -4.8% |
| 4 | AAPL | APPLE INC | 135.1K | $34M | 7.08% | -5.5% |
| 5 | MSI | MOTOROLA SOLUTIONS INC | 67.9K | $29M | 6.09% | -5.3% |
| 6 | MSFT | MICROSOFT CORP | 73.9K | $27M | 5.65% | -4.6% |
| 7 | V | VISA INC | 83.0K | $25M | 5.18% | -4.8% |
| 8 | BKNG | BOOKING HOLDINGS INC | 5.5K | $23M | 4.80% | -5.2% |
| 9 | ODFL | OLD DOMINION FREIGHT LINE IN | 113.9K | $22M | 4.60% | -5.1% |
| 10 | AMZN | AMAZON COM INC | 99.9K | $21M | 4.30% | +71.5% |
| 11 | TSCO | TRACTOR SUPPLY CO | 456.1K | $21M | 4.27% | -5.2% |
| 12 | URI | UNITED RENTALS INC | 25.2K | $18M | 3.79% | -5.0% |
| 13 | CB | CHUBB LTD SWITZ | 53.9K | $18M | 3.63% | -4.7% |
| 14 | CDW | CDW CORP | 144.9K | $18M | 3.62% | -4.6% |
| 15 | PGR | PROGRESSIVE CORP | 83.4K | $17M | 3.41% | -- |
| 16 | ORLY | OREILLY AUTOMOTIVE INC | 178.4K | $16M | 3.40% | -5.5% |
| 17 | CPRT | COPART INC | 462.7K | $15M | 3.17% | -4.8% |
| 18 | SPGI | S&P GLOBAL INC | 32.4K | $14M | 2.84% | -4.1% |
| 19 | EW | EDWARDS LIFESCIENCES CORP | 171.0K | $14M | 2.83% | -5.5% |
| 20 | ZTS | ZOETIS INC | 113.5K | $13M | 2.77% | +8.4% |
| 21 | TOL | TOLL BROTHERS INC | 88.3K | $12M | 2.49% | -- |
| 22 | IWF | ISHARES TR | 524 | $223,434.00 | 0.05% | -95.6% |
Related funds by overlapping holdings
Citadel Advisors
22 overlapping top holdings · CIK 1423053
Millennium Management
22 overlapping top holdings · CIK 1273087
AQR Capital Management
22 overlapping top holdings · CIK 1167557
Two Sigma Investments
22 overlapping top holdings · CIK 1179392
D.E. Shaw & Co.
20 overlapping top holdings · CIK 1009207
Balyasny Asset Management
20 overlapping top holdings · CIK 1218710