Wedgewood Partners 2025Q3 Holdings
韦奇伍德合伙 David Rolfe 13F portfolio details.
Total market value: $547,897,792; holdings: 19; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | TSM | 台积电 | $52,864,505 | 189282 | 9.65% |
| 2 | META | Meta Platforms, Inc. | $51,842,742 | 70594 | 9.46% |
| 3 | ALPHABET INC CAP STK CL A | $50,378,126 | 207232 | 9.19% | |
| 4 | AAPL | 苹果公司 | $42,495,326 | 166890 | 7.76% |
| 5 | MICROSOFT CORP COM | $41,025,625 | 79208 | 7.49% | |
| 6 | PYPL | PayPal | $32,500,696 | 484651 | 5.93% |
| 7 | BKNG | 缤客 | $31,857,356 | 5900 | 5.81% |
| 8 | V | 维萨卡公司 | $30,423,956 | 89120 | 5.55% |
| 9 | TSCO | 拖拉机供应公司 | $27,861,167 | 489910 | 5.09% |
| 10 | MSI | 摩托罗拉系统公司 | $26,320,370 | 57557 | 4.8% |
| 11 | URI | 联合租赁 | $25,704,517 | 26925 | 4.69% |
| 12 | CPRT | 科帕特 | $22,350,989 | 497020 | 4.08% |
| 13 | OREILLY AUTOMOTIVE INC COM | $20,663,727 | 191668 | 3.77% | |
| 14 | CDW | CDW Corp. | $19,197,010 | 120524 | 3.5% |
| 15 | ZTS | Zoetis, Inc. | $18,658,986 | 127522 | 3.41% |
| 16 | SPGI | 标普全球 | $16,900,703 | 34724 | 3.08% |
| 17 | EW | 爱德华兹生命科学公司 | $14,364,197 | 184701 | 2.62% |
| 18 | ODFL | Old Dominion Freight Line, Inc. | $12,465,604 | 88547 | 2.28% |
| 19 | POOL | Pool Corp. | $10,022,190 | 32322 | 1.83% |