David Rolfe - Wedgewood Partners
As of Q1 2026, David Rolfe reported 22 long-equity positions worth $484.29M in aggregate.
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Updated 2026-05-07 from SEC 13F data.
Live quotes available for 20 of 20 rows. Rows without a quote are marked unavailable.
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9.29% | Reduce -0.0% | 236,813 | $46.12M | $194.76 | |
| 2 | META | META PLATFORMS INC | 9.24% | Reduce -12.6% | 69,553 | $45.86M | $659.36 | |
| 3 | GOOGL | ALPHABET INC | 8.26% | Add +0.4% | 247,928 | $41M | $165.37 | |
| 4 | AAPL | APPLE INC | 7.06% | Add +0.8% | 165,093 | $35.05M | $212.33 | |
| 5 | MSFT | MICROSOFT CORP | 7.04% | Add +18.3% | 77,161 | $34.95M | $452.94 | |
| 6 | PYPL | PAYPAL HLDGS INC | 6.94% | Add +0.8% | 473,775 | $34.43M | $72.68 | |
| 7 | V | VISA INC | 6.44% | Reduce -26.0% | 89,688 | $31.97M | $356.46 | |
| 8 | CPRT | COPART INC | 6.14% | Reduce -0.0% | 488,407 | $30.49M | $62.42 | |
| 9 | BKNG | BOOKING HOLDINGS INC | 6.11% | Reduce -0.1% | 5,811 | $30.31M | $5216.79 | |
| 10 | TSCO | TRACTOR SUPPLY CO | 4.97% | Add +0.1% | 480,065 | $24.67M | $51.38 | |
| 11 | MSI | MOTOROLA SOLUTIONS INC | 4.73% | Add +0.2% | 56,589 | $23.5M | $415.20 | |
| 12 | CDW | CDW CORP | 4.40% | Add +27.4% | 115,264 | $21.83M | $189.36 | |
| 13 | URI | UNITED RENTALS INC | 3.57% | New | 24,829 | $17.71M | $713.35 | |
| 14 | SPGI | S&P GLOBAL INC | 3.52% | Add +45.9% | 34,091 | $17.45M | $511.94 | |
| 15 | ORLY | OREILLY AUTOMOTIVE INC | 3.36% | Add +48.8% | 12,593 | $16.69M | $1325.73 | |
| 16 | EW | EDWARDS LIFESCIENCES CORP | 2.97% | Reduce -43.5% | 191,818 | $14.72M | $76.75 | |
| 17 | ODFL | OLD DOMINION FREIGHT LINE IN | 2.85% | Add +43.5% | 82,371 | $14.14M | $171.65 | |
| 18 | POOL | POOL CORP | 1.88% | Add +1.6% | 30,276 | $9.36M | $309.02 | |
| 19 | UNH | UNITEDHEALTH GROUP INC | 0.64% | Reduce -81.4% | 10,302 | $3.17M | $308.01 | |
| 20 | IWF | ISHARES TR | 0.61% | Add +95.9% | 7,588 | $3.03M | $399.62 |