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Size ($ in 1000's)
At 12/31/2023: $456,501
At 09/30/2023: $417,940
Combined Holding Report Includes:
WEDGEWOOD PARTNERS INC
RiverPark Advisors LLC
Wedgewood Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wedgewood Partners Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Wedgewood Partners Inc. top holdings by largest position size, as per the latest 13f filing made by Wedgewood Partners Inc..
In the Wedgewood Partners Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Wedgewood Partners Inc. in that top holding, then the share count change between reporting periods, and finally the Wedgewood Partners Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ALPHABET INC |
271,299 |
-7,951 |
$39,376 | | GOOGL | 271,299 | -7,951 | $39,376 | | VISA INC |
133,223 |
+14,382 |
$36,744 | | V | 133,223 | +14,382 | $36,744 | | META PLATFORMS INC |
102,120 |
-36,390 |
$36,146 | | META | 102,120 | -36,390 | $36,146 | | APPLE INC |
180,484 |
-4,805 |
$33,397 | | AAPL | 180,484 | -4,805 | $33,397 | | PAYPAL HLDGS INC |
521,119 |
+171,607 |
$30,360 | | PYPL | 521,119 | +171,607 | $30,360 | | MICROSOFT CORP |
71,706 |
-1,966 |
$29,135 | | MSFT | 71,706 | -1,966 | $29,135 | | TAIWAN SEMICONDUCTOR MFG LTD |
258,459 |
-7,389 |
$26,880 | | TSM | 258,459 | -7,389 | $26,880 | | COPART INC |
539,163 |
-12,484 |
$26,543 | | CPRT | 539,163 | -12,484 | $26,543 | | MOTOROLA SOLUTIONS INC |
82,252 |
-24,950 |
$26,256 | | MSI | 82,252 | -24,950 | $26,256 | | UNITEDHEALTH GROUP INC |
49,224 |
-947 |
$25,441 | | UNH | 49,224 | -947 | $25,441 | | TRACTOR SUPPLY CO |
105,305 |
-2,222 |
$24,570 | | TSCO | 105,305 | -2,222 | $24,570 | | BOOKING HOLDINGS INC |
6,414 |
-152 |
$24,037 | | BKNG | 6,414 | -152 | $24,037 | | CDW CORP |
100,556 |
-31,806 |
$23,879 | | CDW | 100,556 | -31,806 | $23,879 | | EDWARDS LIFESCIENCES CORP |
250,652 |
+56,855 |
$19,112 | | EW | 250,652 | +56,855 | $19,112 | | OLD DOMINION FREIGHT LINE IN |
31,627 |
-747 |
$13,408 | | ODFL | 31,627 | -747 | $13,408 | | POOL CORP |
34,915 |
-1,001 |
$13,124 | | POOL | 34,915 | -1,001 | $13,124 | | S&P GLOBAL INC |
25,605 |
-642 |
$10,818 | | SPGI | 25,605 | -642 | $10,818 | | OREILLY AUTOMOTIVE INC |
9,278 |
-174 |
$9,642 | | ORLY | 9,278 | -174 | $9,642 | | TEXAS PACIFIC LAND CORPORATI |
4,710 |
-71 |
$7,406 | | TPL | 4,710 | -71 | $7,406 |
See Full List: All Stocks Held By Wedgewood Partners Inc.
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wedgewood Partners Inc.
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