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 2026-05-07 from SEC 13F data.
Live quotes available for 19 of 21 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 10.30% | Reduce -1.8% | 68,330 | $53.05M | $776.37 | |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9.16% | Reduce -16.6% | 197,500 | $47.2M | $239.00 | |
| 3 | MSFT | MICROSOFT CORP | 7.96% | Reduce -0.7% | 76,605 | $41.03M | $535.64 | |
| 4 | GOOGL | ALPHABET INC | 7.62% | Reduce -18.8% | 201,303 | $39.26M | $195.04 | |
| 5 | AAPL | APPLE INC | 6.39% | Reduce -2.0% | 161,857 | $32.91M | $203.35 | |
| 6 | PYPL | PAYPAL HLDGS INC | 6.15% | Reduce -1.7% | 465,841 | $31.68M | $68.01 | |
| 7 | BKNG | BOOKING HOLDINGS INC | 6.01% | Reduce -2.7% | 5,655 | $30.97M | $5476.37 | |
| 8 | V | VISA INC | 5.69% | Reduce -4.5% | 85,603 | $29.29M | $342.15 | |
| 9 | TSCO | TRACTOR SUPPLY CO | 5.46% | Reduce -1.5% | 472,766 | $28.13M | $59.50 | |
| 10 | MSI | MOTOROLA SOLUTIONS INC | 4.75% | Reduce -1.8% | 55,591 | $24.46M | $439.97 | |
| 11 | URI | UNITED RENTALS INC | 4.39% | Add +5.0% | 26,063 | $22.64M | $868.58 | |
| 12 | CPRT | COPART INC | 4.26% | Reduce -1.7% | 480,291 | $21.97M | $45.74 | |
| 13 | CDW | CDW CORP | 3.88% | Add +0.8% | 116,123 | $19.99M | $172.14 | |
| 14 | SPGI | S&P GLOBAL INC | 3.66% | Reduce -1.8% | 33,482 | $18.85M | $563.02 | |
| 15 | ORLY | OREILLY AUTOMOTIVE INC | 3.64% | Reduce -1.9%15:1 split | 185,210 | $18.77M | $101.37 | |
| 16 | ZTS | ZOETIS INC | 3.63% | New | 123,343 | $18.72M | $151.81 | |
| 17 | EW | EDWARDS LIFESCIENCES CORP | 2.77% | Reduce -7.2% | 178,034 | $14.26M | $80.09 | |
| 18 | ODFL | OLD DOMINION FREIGHT LINE IN | 2.39% | Add +3.6% | 85,320 | $12.32M | $144.36 | |
| 19 | POOL | POOL CORP | 1.88% | Add +3.2% | 31,244 | $9.68M | $309.81 | |
| 21 | UNH | UNITEDHEALTH GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 20 | IWF | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |