Wedgewood Partners Inc 13F 持仓 · 2026年Q2
Wedgewood Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 4.84 亿美元。前几大持仓：TSM（10.40%）、GOOGL（9.39%）、META（8.89%）。本季前 25 大持仓中：增持 8 只、减持 10 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.4M | 10.40% | 105,499 | 减持 |
| 2 | GOOGL | ALPHABET INC | $45.5M | 9.39% | 127,237 | 减持 |
| 3 | META | META PLATFORMS INC | $43.1M | 8.89% | 76,471 | 增持 |
| 4 | AAPL | APPLE INC | $37.8M | 7.81% | 130,682 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $33.4M | 6.89% | 89,518 | 增持 |
| 6 | AMZN | AMAZON COM INC | $32.3M | 6.66% | 135,440 | 增持 |
| 7 | V | VISA INC | $30.6M | 6.32% | 89,188 | 增持 |
| 8 | MSI | MOTOROLA SOLUTIONS INC | $27.3M | 5.63% | 65,643 | 减持 |
| 9 | ODFL | OLD DOMINION FREIGHT LINE IN | $23.9M | 4.93% | 110,288 | 减持 |
| 10 | BKNG | BOOKING HOLDINGS INC | $23.8M | 4.91% | 133,351 | 增持 |
| 11 | CB | CHUBB LIMITED | $23.2M | 4.79% | 68,039 | 增持 |
| 12 | PGR | PROGRESSIVE CORP | $23.2M | 4.79% | 106,261 | 增持 |
| 13 | URI | UNITED RENTALS INC | $19.0M | 3.91% | 16,732 | 减持 |
| 14 | ORLY | OREILLY AUTOMOTIVE INC | $15.9M | 3.28% | 172,645 | 减持 |
| 15 | EW | EDWARDS LIFESCIENCES CORP | $14.9M | 3.08% | 165,208 | 减持 |
| 16 | TOL | TOLL BROTHERS INC | $14.9M | 3.08% | 90,562 | 增持 |
| 17 | SPGI | S&P GLOBAL INC | $12.8M | 2.63% | 31,339 | 减持 |
| 18 | CPRT | COPART INC | $12.6M | 2.61% | 447,748 | 减持 |
| 19 | CDW | CDW CORP | $0 | 0.00% | 0 | 清仓 |
| 20 | IWF | ISHARES TR | $0 | 0.00% | 0 | 清仓 |
| 21 | TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | 清仓 |
| 22 | ZTS | ZOETIS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR