0 Wedgewood Partners just filed its Q2 2026 13F. š Managed by David Rolfe Ā· $484M across 18 holdings š¢ Bought: $AMZN, $PGR, $MSFT, $CB +4 more š“ Sold: $TSCO, $CDW, $ZTS, $TSM +10 more 1 comment Ā· 18h ago Ā· by fundfollower.bsky.social #$amzn#$cb#$cdw
0 Ruane Cunniff & Goldfarb (Sequoia) just filed its Q2 2026 13F. š Managed by John Harris Ā· $6.4B across 54 holdings š¢ Bought: $ROP, $ICLR, $SAP, $SDHC +6 more š“ Sold: $TSM, $ZTS, $GOOGL, $ICE +27 more 1 comment Ā· 18h ago Ā· by fundfollower.bsky.social #$googl#$ice#$iclr
0 Fundsmith just filed its Q2 2026 13F. š Managed by Terry Smith Ā· $13.6B across 41 holdings š¢ Bought: $UBER, $MA, $TSM, $NFLX +13 more š“ Sold: $MTD, $ZTS, $PM, $IDXX +23 more 1 comment Ā· 19h ago Ā· by fundfollower.bsky.social #$idxx#$ma#$mtd
0 BLS Capital Fondsmaeglerselskab just filed its Q2 2026 13F. š Managed by Peter Bundgaard & Anders Lund Ā· $2.6B across 11 holdings š¢ Bought: $MA, $CRM, $AJG š“ Sold: $YUMC, $ZTS, $OTIS, $SPGI +4 more 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$ajg#$crm#$ma
