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 19 rows. Rows without a quote are marked unavailable.
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9.65% | Reduce -4.2% | 189,282 | $52.86M | $279.29 | |
| 2 | META | META PLATFORMS INC | 9.46% | Add +3.3% | 70,594 | $51.84M | $734.38 | |
| 3 | GOOGL | ALPHABET INC | 9.19% | Add +3.0% | 207,232 | $50.38M | $243.10 | |
| 4 | AAPL | APPLE INC | 7.76% | Add +3.1% | 166,890 | $42.5M | $254.63 | |
| 5 | MSFT | MICROSOFT CORP | 7.49% | Add +3.4% | 79,208 | $41.03M | $517.95 | |
| 6 | PYPL | PAYPAL HLDGS INC | 5.93% | Add +4.0% | 484,651 | $32.5M | $67.06 | |
| 7 | BKNG | BOOKING HOLDINGS INC | 5.81% | Add +4.3% | 5,900 | $31.86M | $5399.55 | |
| 8 | V | VISA INC | 5.55% | Add +4.1% | 89,120 | $30.42M | $341.38 | |
| 9 | TSCO | TRACTOR SUPPLY CO | 5.09% | Add +3.6% | 489,910 | $27.86M | $56.87 | |
| 10 | MSI | MOTOROLA SOLUTIONS INC | 4.80% | Add +3.5% | 57,557 | $26.32M | $457.29 | |
| 11 | URI | UNITED RENTALS INC | 4.69% | Add +3.3% | 26,925 | $25.7M | $954.67 | |
| 12 | CPRT | COPART INC | 4.08% | Add +3.5% | 497,020 | $22.35M | $44.97 | |
| 13 | ORLY | OREILLY AUTOMOTIVE INC | 3.77% | Add +3.5% | 191,668 | $20.66M | $107.81 | |
| 14 | CDW | CDW CORP | 3.50% | Add +3.8% | 120,524 | $19.2M | $159.28 | |
| 15 | ZTS | ZOETIS INC | 3.41% | Add +3.4% | 127,522 | $18.66M | $146.32 | |
| 16 | SPGI | S&P GLOBAL INC | 3.08% | Add +3.7% | 34,724 | $16.9M | $486.72 | |
| 17 | EW | EDWARDS LIFESCIENCES CORP | 2.62% | Add +3.7% | 184,701 | $14.36M | $77.77 | |
| 18 | ODFL | OLD DOMINION FREIGHT LINE IN | 2.28% | Add +3.8% | 88,547 | $12.47M | $140.78 | |
| 19 | POOL | POOL CORP | 1.83% | Add +3.5% | 32,322 | $10.02M | $310.07 |