Wedgewood Partners Inc holds a focused book of 18 reported positions worth $484.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 10% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+10.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning Wedgewood Partners Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wedgewood Partners Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 6 / 18 | $588.8M |
| Hoffman, Alan N Investment Management | 4 / 18 | $144.7M |
| 9823 Capital, L.P. | 3 / 18 | $107.8M |
| Josh Arnold Investment Consultant, LLC | 2 / 18 | $110.7M |
| Voyager Global Management LP | 6 / 18 | $2.5B |
| Prospect Hill Management, LLC | 4 / 18 | $170.3M |
| Skye Global Management LP | 5 / 18 | $3.3B |
| Greenbrier Partners Capital Management, LLC | 6 / 18 | $841.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Wedgewood Partners Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $50.4M | 105.5K | 10.4% | ▼−18% Reduced · −24K sh | |
| 2 | Alphabet Inc CAP STK CL A | $45.5M | 127.2K | 9.4% | ▼−18% Reduced · −28K sh | |
| 3 | Meta Platforms Inc CL A | $43.1M | 76.5K | 8.9% | ▲+16% Added · +11K sh | |
| 4 | Apple Inc COM | $37.8M | 130.7K | 7.8% | ▼−3.3% Reduced · −4K sh | |
| 5 | Microsoft Corp COM | $33.4M | 89.5K | 6.9% | ▲+21% Added · +16K sh | |
| 6 | Amazon Com Inc COM | $32.3M | 135.4K | 6.7% | ▲+36% Added · +36K sh | |
| 7 | Visa Inc COM CL A | $30.6M | 89.2K | 6.3% | ▲+7.4% Added · +6K sh | |
| 8 | Motorola Solutions Inc COM NEW | $27.3M | 65.6K | 5.6% | ▼−3.4% Reduced · −2K sh | |
| 9 | Old Dominion Freight Line In COM | $23.9M | 110.3K | 4.9% | ▼−3.2% Reduced · −4K sh | |
| 10 | Booking Holdings Inc COM | $23.8M | 133.4K | 4.9% | ▲24× Added · +128K sh | |
| 11 | Progressive Corp COM | $23.2M | 106.3K | 4.8% | ▲+27% Added · +23K sh | |
| 12 | Chubb Limited COM | $23.2M | 68.0K | 4.8% | ▲+26% Added · +14K sh | |
| 13 | United Rentals Inc COM | $19.0M | 16.7K | 3.9% | ▼−34% Reduced · −8K sh | |
| 14 | Oreilly Automotive Inc COM | $15.9M | 172.6K | 3.3% | ▼−3.2% Reduced · −6K sh | |
| 15 | Edwards Lifesciences Corp COM | $14.9M | 165.2K | 3.1% | ▼−3.4% Reduced · −6K sh | |
| 16 | Toll Brothers Inc COM | $14.9M | 90.6K | 3.1% | ▲+2.6% Added · +2K sh | |
| 17 | S&P Global Inc COM | $12.8M | 31.3K | 2.6% | ▼−3.2% Reduced · −1K sh | |
| 18 | Copart Inc COM | $12.6M | 447.7K | 2.6% | ▼−3.2% Reduced · −15K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/859804/holdings"
Use Arkolith to show WEDGEWOOD PARTNERS INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 18 | $484.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 22 | $484.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 21 | $535.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 19 | $547.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 19 | $515.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 20 | $496.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 19 | $507.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 19 | $550.8M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 44d | 19 | $490.1M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 46d | 19 | $499.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.