Wedgewood Partners
Wedgewood Partners reported 18 stocks worth $484M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (10.4%), GOOGL (9.4%) and META (8.9%). Compared with Q1 2026, the fund added to META, MSFT and AMZN, trimmed TSM, GOOGL and AAPL and sold out of TSCO, CDW and ZTS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $50.4M | 10.4% | 105K | −24K (−18%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $45.5M | 9.4% | 127K | −28K (−18%) | 8 of 8 | |
| 3 |  META Meta Platforms Inc | $43.1M | 8.9% | 76K | +11K (+16%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $37.8M | 7.8% | 131K | −4,446 (−3%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $33.4M | 6.9% | 90K | +16K (+21%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $32.3M | 6.7% | 135K | +36K (+36%) | 3 of 8 | |
| 7 |  V Visa Inc | $30.6M | 6.3% | 89K | +6,178 (+7%) | 8 of 8 | |
| 8 |  MSI Motorola Solutions Inc | $27.3M | 5.6% | 66K | −2,298 (−3%) | 8 of 8 | |
| 9 |  ODFL Old Dominion Freight Line in | $23.9M | 4.9% | 110K | −3,653 (−3%) | 8 of 8 | |
| 10 |  BKNG Booking Hldgs Inc | $23.8M | 4.9% | 133K | +128K (+2317%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wedgewood Partners 13F FAQ
What does Wedgewood Partners own?
Wedgewood Partners reported 18 stocks worth $484M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (10.4%), GOOGL (9.4%) and META (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Wedgewood Partners buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 8 added to, 10 trimmed and 4 sold out. It sold all of TSCO, CDW and ZTS.
When will Wedgewood Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wedgewood Partners's portfolio worth?
The Q2 2026 filing reports $484M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.