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CIK: 0000859804
Total reported value
$484.4M
$484.4M
19 檔
45.9%
During the Q3 2024 filing period, Wedgewood Partners Inc (CIK: 0000859804) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $484.4M across 19 reported positions.
In Q3 2024, Wedgewood Partners Inc adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.72% | +1.12% | -1.12% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.36% | +0.14% | -1.28% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 8.34% | +1.37% | -0.67% | |
| 4 | PYPL | Paypal Holdings Inc | Stock-Financials | 7.85% | — | -1.56% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 7.12% | +1.14% | -1.34% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 7.02% | +0.73% | -1.01% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.38% | — | -1.50% | |
| 8 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 5.51% | +0.11% | -0.94% | |
| 9 | CPRT | Copart Inc | Stock-Industrials | 5.36% | -0.56% | -1.21% | |
| 10 | MSI | Motorola Solutions Inc | Stock-Tech | 5.33% | -0.46% | -2.04% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 5.24% | +1.24% | -1.57% | |
| 12 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 5.06% | -4.27% | EXIT | |
| 13 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 4.34% | +0.25% | +1.36% | |
| 14 | TPL | Texas Pacific Land CORP | Stock-Energy | 3.27% | — | -1.29% | |
| 15 | CDW | Cdw Corp/de | Stock-Tech | 3.24% | -3.62% | EXIT | |
| 16 | ODFL | Old Dominion Freight Line | Stock-Industrials | 2.47% | +0.33% | -0.83% | |
| 17 | SPGI | S&p Global Inc | Stock-Financials | 2.26% | -0.21% | -1.06% | |
| 18 | POOL | Pool CORP | Stock-Industrials | 2.14% | — | -0.67% | |
| 19 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.98% | -0.12% | -0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings Inc | +1.3% | -1.56% | Trim |
| 2 | BKNG | Booking Holdings Inc | +1.2% | -0.94% | Trim |
| 3 | TPL | Texas Pacific Land CORP | +1% | -1.29% | Trim |
| 4 | V | Visa Inc-class A Shares | +0.3% | -1.34% | Trim |
| 5 | MSI | Motorola Solutions Inc | +0.3% | -2.04% | Trim |
| 6 | ODFL | Old Dominion Freight Line | +0.1% | -0.83% | Trim |
| 7 | CPRT | Copart Inc | +0.1% | -1.21% | Trim |
| 8 | ORLY | O'reilly Automotive Inc | -0.1% | -0.73% | Trim |
| 9 | META | Meta Platforms Inc-class A | -0.1% | -1.12% | Trim |
| 10 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -0.67% | Trim |
| 11 | SPGI | S&p Global Inc | -0.2% | -1.06% | Trim |
| 12 | POOL | Pool CORP | -0.2% | -0.67% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.28% | Trim |
| 14 | TSCO | Tractor Supply Company | -0.4% | -1.61% | Trim |
| 15 | EW | Edwards Lifesciences CORP | -0.4% | +1.36% | Add |
| 16 | UNH | Unitedhealth Group Inc | -0.4% | -1.50% | Trim |
| 17 | MSFT | Microsoft CORP | -0.5% | -1.57% | Trim |
| 18 | AAPL | Apple Inc | -0.7% | -1.01% | Trim |
| 19 | CDW | Cdw Corp/de | -0.9% | -0.65% | Trim |
According to official SEC Form 13F filings, Wedgewood Partners Inc reported a total U.S. public equity portfolio value of $484.4M across 19 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including META, GOOGL, TSM) accounted for 45.9% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
META
前期市值: $43.2M
During Q3 2024, Wedgewood Partners Inc's top holdings by market value included META (8.7%)、GOOGL (8.4%)、TSM (8.3%). The largest single position, META, represented 8.7% of total portfolio value.
In Q3 2024, Wedgewood Partners Inc made 19 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 18 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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