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 19 of 20 rows. Rows without a quote are marked unavailable.
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9.21% | Reduce -3.8% | 236,828 | $46.77M | $197.49 | |
| 2 | GOOGL | ALPHABET INC | 9.21% | Reduce -4.1% | 247,035 | $46.76M | $189.30 | |
| 3 | META | META PLATFORMS INC | 9.17% | Reduce -4.0% | 79,557 | $46.58M | $585.51 | |
| 4 | AAPL | APPLE INC | 8.08% | Reduce -4.6% | 163,857 | $41.03M | $250.42 | |
| 5 | PYPL | PAYPAL HLDGS INC | 7.89% | Reduce -5.2% | 469,829 | $40.1M | $85.35 | |
| 6 | V | VISA INC | 7.54% | Reduce -4.3% | 121,199 | $38.3M | $316.04 | |
| 7 | BKNG | BOOKING HOLDINGS INC | 5.69% | Reduce -4.5% | 5,816 | $28.9M | $4968.63 | |
| 8 | CPRT | COPART INC | 5.52% | Reduce -4.2% | 488,433 | $28.03M | $57.39 | |
| 9 | UNH | UNITEDHEALTH GROUP INC | 5.52% | Reduce -4.6% | 55,384 | $28.02M | $505.86 | |
| 10 | MSFT | MICROSOFT CORP | 5.41% | Reduce -3.9% | 65,219 | $27.49M | $421.50 | |
| 11 | MSI | MOTOROLA SOLUTIONS INC | 5.14% | Reduce -4.4% | 56,490 | $26.11M | $462.23 | |
| 12 | TSCO | TRACTOR SUPPLY CO | 5.01% | Reduce -4.0%5:1 split | 479,596 | $25.45M | $53.06 | |
| 13 | EW | EDWARDS LIFESCIENCES CORP | 4.95% | Reduce -5.5% | 339,436 | $25.13M | $74.03 | |
| 14 | CDW | CDW CORP | 3.10% | Reduce -5.6% | 90,447 | $15.74M | $174.04 | |
| 15 | SPGI | S&P GLOBAL INC | 2.29% | Reduce -4.2% | 23,360 | $11.63M | $498.03 | |
| 16 | POOL | POOL CORP | 2.00% | Reduce -11.1% | 29,810 | $10.16M | $340.94 | |
| 17 | ODFL | OLD DOMINION FREIGHT LINE IN | 1.99% | Reduce -4.8% | 57,406 | $10.13M | $176.40 | |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | 1.98% | Reduce -4.1% | 8,464 | $10.04M | $1185.80 | |
| 19 | IWF | ISHARES TR | 0.31% | New | 3,874 | $1.56M | $401.58 | |
| 20 | TPL | TEXAS PACIFIC LAND CORPORATI | - | Sold | 0 | $0 | No quote | No quote |