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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| IWF |
-1,339 | -$356 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| PYPL |
+171,607 | +$9,928 | | EW |
+56,855 | +$5,686 | | V |
+14,382 | +$9,409 | | GOOG |
UNCH | +$22 | | TPL |
-71 | -$1,312 | | BKNG |
-152 | +$3,788 | | ORLY |
-174 | +$1,051 | | SPGI |
-642 | +$1,227 | | ODFL |
-747 | +$162 | | UNH |
-947 | +$145 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| META |
-36,390 | -$5,436 | | CDW |
-31,806 | -$2,826 | | MSI |
-24,950 | -$2,929 | | CPRT |
-12,484 | +$2,773 | | GOOGL |
-7,951 | +$2,833 | | TSM |
-7,389 | +$3,778 | | AAPL |
-4,805 | +$1,674 | | TSCO |
-2,222 | +$2,737 | | MSFT |
-1,966 | +$5,873 |
Size ($ in 1000's)
At 12/31/2023: $456,501
At 09/30/2023: $417,940
Combined Holding Report Includes:
WEDGEWOOD PARTNERS INC
RiverPark Advisors LLC
Wedgewood Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wedgewood Partners Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Wedgewood Partners Inc. to be as follows, presented in the
table below with each row detailing each Wedgewood Partners Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Wedgewood Partners Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Wedgewood Partners Inc. as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 | | ALPHABET INC |
1,552 |
+0 |
$227 | | GOOG | 1,552 | UNCH | $227 |  ISHARES TR |
0 |
-1,339 |
$0 (exited) | | IWF | 0 | -1,339 | $0 |
See Summary: Wedgewood Partners Inc. Top Holdings
See Details: Top 10 Stocks Held By Wedgewood Partners Inc.
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