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 18 of 20 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | ALPHABET INC | 9.24% | Reduce -1.4% | 267,624 | $46.17M | $172.51 | |
| 2 | META | META PLATFORMS INC | 8.28% | Reduce -15.9% | 85,922 | $41.37M | $481.54 | |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.90% | Reduce -1.9% | 253,667 | $39.47M | $155.58 | |
| 4 | V | VISA INC | 7.40% | Reduce -1.4% | 131,401 | $36.99M | $281.50 | |
| 5 | AAPL | APPLE INC | 6.77% | Reduce -1.2% | 178,374 | $33.84M | $189.72 | |
| 6 | PYPL | PAYPAL HLDGS INC | 6.57% | Reduce -1.4% | 513,797 | $32.83M | $63.90 | |
| 7 | UNH | UNITEDHEALTH GROUP INC | 6.23% | Add +22.3% | 60,193 | $31.15M | $517.55 | |
| 8 | MSFT | MICROSOFT CORP | 5.98% | Reduce -1.5% | 70,615 | $29.88M | $423.08 | |
| 9 | MSI | MOTOROLA SOLUTIONS INC | 5.87% | Reduce -2.3% | 80,324 | $29.32M | $365.03 | |
| 10 | CPRT | COPART INC | 5.83% | Reduce -2.2% | 527,209 | $29.16M | $55.31 | |
| 11 | TSCO | TRACTOR SUPPLY CO | 5.72% | Reduce -1.5% | 103,684 | $28.61M | $275.96 | |
| 12 | BKNG | BOOKING HOLDINGS INC | 4.77% | Reduce -1.9% | 6,289 | $23.85M | $3792.59 | |
| 13 | EW | EDWARDS LIFESCIENCES CORP | 4.43% | Reduce -2.1% | 245,451 | $22.13M | $90.16 | |
| 14 | CDW | CDW CORP | 4.41% | Reduce -1.9% | 98,610 | $22.03M | $223.44 | |
| 15 | POOL | POOL CORP | 2.63% | Reduce -1.7% | 34,316 | $13.15M | $383.07 | |
| 16 | ODFL | OLD DOMINION FREIGHT LINE IN | 2.29% | Reduce -1.6%2:1 split | 62,254 | $11.45M | $183.92 | |
| 17 | SPGI | S&P GLOBAL INC | 2.19% | Reduce -1.8% | 25,151 | $10.96M | $435.71 | |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | 1.84% | Reduce -1.9% | 9,098 | $9.19M | $1010.38 | |
| 19 | TPL | TEXAS PACIFIC LAND CORPORATI | 1.65% | Reduce -3.0%3:1 split | 13,699 | $8.24M | No quote | No quote |
| 20 | GOOG | ALPHABET INC | - | Sold | 0 | $0 | No quote | No quote |