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 19 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 8.82% | Reduce -2.5% | 83,788 | $43.23M | $515.95 | |
| 2 | GOOGL | ALPHABET INC | 8.64% | Reduce -2.5% | 260,855 | $42.33M | $162.29 | |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8.48% | Reduce -2.3% | 247,788 | $41.54M | $167.63 | |
| 4 | AAPL | APPLE INC | 7.70% | Reduce -2.7% | 173,540 | $37.75M | $217.53 | |
| 5 | V | VISA INC | 6.81% | Reduce -2.3% | 128,358 | $33.36M | $259.89 | |
| 6 | UNH | UNITEDHEALTH GROUP INC | 6.80% | Reduce -2.1% | 58,920 | $33.31M | $565.29 | |
| 7 | PYPL | PAYPAL HLDGS INC | 6.52% | Reduce -2.1% | 503,212 | $31.93M | $63.46 | |
| 8 | MSFT | MICROSOFT CORP | 5.73% | Reduce -2.3% | 68,970 | $28.06M | $406.81 | |
| 9 | TSCO | TRACTOR SUPPLY CO | 5.44% | Reduce -2.0% | 101,588 | $26.64M | $262.23 | |
| 10 | CPRT | COPART INC | 5.29% | Reduce -2.1% | 516,179 | $25.94M | $50.26 | |
| 11 | MSI | MOTOROLA SOLUTIONS INC | 5.08% | Reduce -24.9% | 60,341 | $24.91M | $412.76 | |
| 12 | EW | EDWARDS LIFESCIENCES CORP | 4.74% | Add +44.4% | 354,427 | $23.23M | $65.54 | |
| 13 | BKNG | BOOKING HOLDINGS INC | 4.31% | Reduce -2.3% | 6,145 | $21.13M | $3439.29 | |
| 14 | CDW | CDW CORP | 4.18% | Reduce -2.2% | 96,479 | $20.46M | $212.10 | |
| 15 | SPGI | S&P GLOBAL INC | 2.44% | Reduce -2.0% | 24,644 | $11.94M | $484.47 | |
| 16 | POOL | POOL CORP | 2.37% | Reduce -1.6% | 33,759 | $11.62M | $344.07 | |
| 17 | ODFL | OLD DOMINION FREIGHT LINE IN | 2.37% | Reduce -2.3% | 60,830 | $11.6M | $190.62 | |
| 18 | TPL | TEXAS PACIFIC LAND CORPORATI | 2.27% | Reduce -2.5% | 13,363 | $11.13M | No quote | No quote |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | 2.03% | Reduce -2.3% | 8,887 | $9.96M | $1121.07 |