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 2026-05-10 from SEC 13F data.
Live quotes available for 19 of 21 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 9.89% | Reduce -26.3% | 102,120 | $46.99M | $460.12 | |
| 2 | GOOGL | ALPHABET INC | 8.29% | Reduce -2.9% | 271,299 | $39.38M | $145.14 | |
| 3 | V | VISA INC | 7.73% | Add +12.1% | 133,223 | $36.74M | $275.81 | |
| 4 | AAPL | APPLE INC | 7.03% | Reduce -2.6% | 180,484 | $33.4M | $185.04 | |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.94% | Reduce -2.8% | 258,459 | $32.97M | $127.55 | |
| 6 | PYPL | PAYPAL HLDGS INC | 6.39% | Add +49.1% | 521,119 | $30.36M | $58.26 | |
| 7 | MSFT | MICROSOFT CORP | 6.13% | Reduce -2.7% | 71,706 | $29.14M | $406.32 | |
| 8 | CPRT | COPART INC | 5.59% | Reduce -2.3% | 539,163 | $26.54M | $49.23 | |
| 9 | MSI | MOTOROLA SOLUTIONS INC | 5.52% | Reduce -23.3% | 82,252 | $26.26M | $319.22 | |
| 10 | UNH | UNITEDHEALTH GROUP INC | 5.35% | Reduce -1.9% | 49,224 | $25.44M | $516.85 | |
| 11 | TSCO | TRACTOR SUPPLY CO | 5.17% | Reduce -2.1% | 105,305 | $24.57M | $233.32 | |
| 12 | BKNG | BOOKING HOLDINGS INC | 5.06% | Reduce -2.3% | 6,414 | $24.04M | $3747.61 | |
| 13 | CDW | CDW CORP | 5.02% | Reduce -24.0% | 100,556 | $23.88M | $237.47 | |
| 14 | EW | EDWARDS LIFESCIENCES CORP | 4.55% | Add +29.3% | 250,652 | $21.62M | $86.26 | |
| 15 | ODFL | OLD DOMINION FREIGHT LINE IN | 2.82% | Reduce -2.3% | 31,627 | $13.41M | $423.94 | |
| 16 | POOL | POOL CORP | 2.76% | Reduce -2.8% | 34,915 | $13.12M | $375.88 | |
| 17 | SPGI | S&P GLOBAL INC | 2.28% | Reduce -2.5% | 25,605 | $10.82M | $422.48 | |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | 2.03% | Reduce -1.8% | 9,278 | $9.64M | $1039.26 | |
| 19 | TPL | TEXAS PACIFIC LAND CORPORATI | 1.41% | Reduce -1.5% | 4,710 | $6.71M | No quote | No quote |
| 20 | GOOG | ALPHABET INC | 0.05% | - | 1,552 | $227.17K | $146.37 | |
| 21 | IWF | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |