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 2026-05-08 from SEC 13F data.
Live quotes available for 18 of 19 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 8.72% | Reduce -1.1% | 82,848 | $48.05M | $580.00 | |
| 2 | GOOGL | ALPHABET INC | 8.36% | Reduce -1.3% | 257,523 | $46.07M | $178.88 | |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8.34% | Reduce -0.7% | 246,132 | $45.94M | $186.66 | |
| 4 | PYPL | PAYPAL HLDGS INC | 7.85% | Reduce -1.6% | 495,384 | $43.25M | $87.31 | |
| 5 | V | VISA INC | 7.12% | Reduce -1.3% | 126,638 | $39.19M | $309.48 | |
| 6 | AAPL | APPLE INC | 7.02% | Reduce -1.0% | 171,782 | $38.67M | $225.12 | |
| 7 | UNH | UNITEDHEALTH GROUP INC | 6.38% | Reduce -1.5% | 58,035 | $35.16M | $605.87 | |
| 8 | BKNG | BOOKING HOLDINGS INC | 5.51% | Reduce -0.9% | 6,087 | $30.36M | $4987.63 | |
| 9 | CPRT | COPART INC | 5.36% | Reduce -1.2% | 509,939 | $29.54M | $57.93 | |
| 10 | MSI | MOTOROLA SOLUTIONS INC | 5.33% | Reduce -2.0% | 59,109 | $29.36M | $496.70 | |
| 11 | MSFT | MICROSOFT CORP | 5.24% | Reduce -1.6% | 67,884 | $28.86M | $425.20 | |
| 12 | TSCO | TRACTOR SUPPLY CO | 5.06% | Reduce -1.6% | 99,957 | $27.86M | $278.75 | |
| 13 | EW | EDWARDS LIFESCIENCES CORP | 4.34% | Add +1.4% | 359,257 | $23.9M | $66.52 | |
| 14 | TPL | TEXAS PACIFIC LAND CORPORATI | 3.27% | Reduce -1.3% | 13,191 | $18.02M | No quote | No quote |
| 15 | CDW | CDW CORP | 3.24% | Reduce -0.7% | 95,851 | $17.83M | $186.01 | |
| 16 | ODFL | OLD DOMINION FREIGHT LINE IN | 2.47% | Reduce -0.8% | 60,328 | $13.61M | $225.60 | |
| 17 | SPGI | S&P GLOBAL INC | 2.26% | Reduce -1.1% | 24,382 | $12.44M | $510.29 | |
| 18 | POOL | POOL CORP | 2.14% | Reduce -0.7% | 33,532 | $11.78M | $351.19 | |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | 1.98% | Reduce -0.7% | 8,822 | $10.93M | $1238.78 |