# Wedgewood Partners portfolio: Q2 2026 13F holdings

David Rolfe’s Wedgewood Partners: $484m in 18 US holdings at Q2 2026, with buys and sells.

In Q2 2026, Wedgewood Partners held 18 US-listed stocks worth $484m. Its biggest move was selling all of its Tractor Supply (4.3% the quarter before), followed by selling all of its CDW (3.6% the quarter before). It started 0 new positions and sold out of 4. Its largest holding is Taiwan Semiconductor Manufacturing at 10%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/859804/000085980426000006/0000859804-26-000006-index.htm)). $484m in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Taiwan Semiconductor Manufacturing (TSM) | $50.4m | 10.4% | Trimmed -18% | 9.0% |
| Alphabet (GOOG) | $45.5m | 9.4% | Trimmed -18% | 9.3% |
| Meta Platforms (META) | $43.1m | 8.9% | Added +16% | 7.8% |
| Apple (AAPL) | $37.8m | 7.8% | Trimmed -3.3% | 7.1% |
| Microsoft (MSFT) | $33.4m | 6.9% | Added +21% | 5.7% |
| Amazon.com (AMZN) | $32.3m | 6.7% | Added +36% | 4.3% |
| Visa (V) | $30.6m | 6.3% | Added +7.4% | 5.2% |
| Motorola Solutions (MSI) | $27.3m | 5.6% | Trimmed -3.4% | 6.1% |
| Old Dominion Freight Line (ODFL) | $23.9m | 4.9% | Trimmed -3.2% | 4.6% |
| Booking Holdings (BKNG) | $23.8m | 4.9% | Trimmed -3.3% | 4.8% |
| Progressive (PGR) | $23.2m | 4.8% | Added +28% | 3.4% |
| Chubb (CB) | $23.2m | 4.8% | Added +26% | 3.6% |
| United Rentals (URI) | $19.0m | 3.9% | Trimmed -34% | 3.8% |
| O'Reilly Automotive (ORLY) | $15.9m | 3.3% | Trimmed -3.2% | 3.4% |
| Edwards Lifesciences (EW) | $14.9m | 3.1% | Trimmed -3.4% | 2.8% |
| Toll Brothers (TOL) | $14.9m | 3.1% | Added +2.6% | 2.5% |
| S&P Global (SPGI) | $12.8m | 2.6% | Trimmed -3.2% | 2.8% |
| Copart (CPRT) | $12.6m | 2.6% | Trimmed -3.2% | 3.2% |
| Tractor Supply (TSCO) | – | – | Sold out | 4.3% |
| CDW (CDW) | – | – | Sold out | 3.6% |
| Zoetis (ZTS) | – | – | Sold out | 2.8% |
| Ishares Tr (EFA) | – | – | Sold out | 0.1% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/wedgewood-partners). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.