David Rolfe - Wedgewood Partners
As of Q1 2026, this manager reported 22 long-equity positions worth $484.29M in aggregate.
As of Q1 2026, David Rolfe's Wedgewood Partners held 22 long-equity positions with a reported value of $484.29M.
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Updated 2026-05-16 from SEC 13F data.
Live quotes available for 22 of 23 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 9.25% | Reduce -5.0% | 155,701 | $44.77M | $287.56 | |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.03% | Reduce -29.9% | 129,353 | $43.71M | $337.95 | |
| 3 | META | META PLATFORMS INC | 7.77% | Reduce -4.8% | 65,805 | $37.65M | $572.13 | |
| 4 | AAPL | APPLE INC | 7.08% | Reduce -5.5% | 135,128 | $34.29M | $253.79 | |
| 5 | MSI | MOTOROLA SOLUTIONS INC | 6.09% | Reduce -5.3% | 67,941 | $29.48M | $433.97 | |
| 6 | MSFT | MICROSOFT CORP | 5.65% | Reduce -4.6% | 73,919 | $27.36M | $370.17 | |
| 7 | V | VISA INC | 5.18% | Reduce -4.8% | 83,010 | $25.09M | $302.24 | |
| 8 | BKNG | BOOKING HOLDINGS INC | 4.80% | Reduce -5.2% | 5,517 | $23.23M | $4210.59 | |
| 9 | ODFL | OLD DOMINION FREIGHT LINE IN | 4.60% | Reduce -5.1% | 113,941 | $22.26M | $195.40 | |
| 10 | AMZN | AMAZON COM INC | 4.30% | Add +71.5% | 99,907 | $20.81M | $208.27 | |
| 11 | TSCO | TRACTOR SUPPLY CO | 4.27% | Reduce -5.2% | 456,094 | $20.66M | $45.30 | |
| 12 | URI | UNITED RENTALS INC | 3.79% | Reduce -5.0% | 25,192 | $18.35M | $728.55 | |
| 13 | CB | CHUBB LTD SWITZ | 3.63% | Reduce -4.7% | 53,886 | $17.56M | $325.93 | |
| 14 | CDW | CDW CORP | 3.62% | Reduce -4.6% | 144,870 | $17.53M | $121.02 | |
| 15 | PGR | PROGRESSIVE CORP | 3.41% | New | 83,352 | $16.52M | $198.24 | |
| 16 | ORLY | OREILLY AUTOMOTIVE INC | 3.40% | Reduce -5.5% | 178,397 | $16.47M | $92.31 | |
| 17 | CPRT | COPART INC | 3.17% | Reduce -4.8% | 462,749 | $15.36M | $33.20 | |
| 18 | SPGI | S&P GLOBAL INC | 2.84% | Reduce -4.1% | 32,371 | $13.77M | $425.34 | |
| 19 | EW | EDWARDS LIFESCIENCES CORP | 2.83% | Reduce -5.5% | 170,969 | $13.69M | $80.08 | |
| 20 | ZTS | ZOETIS INC | 2.77% | Add +8.4% | 113,541 | $13.42M | $118.21 | |
| 21 | TOL | TOLL BROTHERS INC | 2.49% | New | 88,275 | $12.05M | $136.47 | |
| 22 | IWF | ISHARES TR | 0.05% | Reduce -95.6% | 524 | $223.43K | $426.40 | |
| 23 | PYPL | PAYPAL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |