What stocks does Wedgewood Partners own?

As of Q2 2026, Wedgewood Partners reported 18 positions with a combined 13F value of $484.4M. Its largest stock positions are TSM ($50.4M), GOOGL ($45.5M) and META ($43.1M).

How often does Wedgewood Partners update its portfolio?

Wedgewood Partners files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.

What does Wedgewood Partners's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Wedgewood Partners's portfolio data come from?

From the 13F filings Wedgewood Partners makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Wedgewood Partners Inc

Return history

Last 4 years · filing-date model

$100,000 to $200,097

$100,000 in SPY: $229,222.

Total return

+100%

Annualized (4Y CAGR)

+18.9%

vs SPY

−4.1 pts/yr

Moves a year

103

Avg hold

2.6 years

17 filings · quarters -6.6% to +11.7%

All time

+521% since Aug 16, 2013

Fund size $484M today

Oct 11, 2022 to Oct 10, 2026 · min. 96% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

Added to META and exited TSCO in Q2 2026.

$484.4M in this filing18 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

Share change vs Mar 31

1TSMTaiwan Semiconductor Manuf10.40%
$50.4M - 105K shares-18.4%
2GOOGLAlphabet Inc9.39%
$45.5M - 127K shares-18.3%
3METAMeta Platforms Inc8.89%
$43.1M - 76K shares+16.2%
4AAPLApple Inc7.81%
$37.8M - 131K shares-3.3%
5MSFTMicrosoft Corp6.89%
$33.4M - 90K shares+21.1%
6AMZNAmazon Com Inc6.66%
$32.3M - 135K shares+35.6%
7VVisa Inc6.32%
$30.6M - 89K shares+7.4%
8MSIMotorola Solutions Inc5.63%
$27.3M - 66K shares-3.4%

#	Stock				At Jun 30	Now
1	TSMTaiwan Semiconductor Manuf	10.40%	$50.4M	-18.4%	$477.57	$422.25 -11.6%
2	GOOGLAlphabet Inc	9.39%	$45.5M	-18.3%	$357.37	$349.22 -2.3%
3	METAMeta Platforms Inc	8.89%	$43.1M	+16.2%	$563.29	$736.72 +30.8%
4	AAPLApple Inc	7.81%	$37.8M	-3.3%	$289.36	$342.00 +18.2%
5	MSFTMicrosoft Corp	6.89%	$33.4M	+21.1%	$373.02	$539.44 +44.6%
6	AMZNAmazon Com Inc	6.66%	$32.3M	+35.6%	$238.34	$254.76 +6.9%
7	VVisa Inc	6.32%	$30.6M	+7.4%	$343.09	$399.75 +16.5%
8	MSIMotorola Solutions Inc	5.63%	$27.3M	-3.4%	$415.29	$456.39 +9.9%

10 more on a paid plan

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What is missing

Top 10 concentration: 72%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

More disclosures (1)

ZTS ReducedView disclosure

Common questions

What stocks does Wedgewood Partners own?: As of Q2 2026, Wedgewood Partners reported 18 positions with a combined 13F value of $484.4M. Its largest stock positions are TSM ($50.4M), GOOGL ($45.5M) and META ($43.1M).
How often does Wedgewood Partners update its portfolio?: Wedgewood Partners files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.
What does Wedgewood Partners's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Wedgewood Partners's portfolio data come from?: From the 13F filings Wedgewood Partners makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.