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 21 of 22 rows. Rows without a quote are marked unavailable.
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 10.48% | Reduce -2.4% | 184,661 | $56.12M | $303.89 | |
| 2 | GOOGL | ALPHABET INC | 9.58% | Reduce -20.9% | 163,913 | $51.3M | $313.00 | |
| 3 | META | META PLATFORMS INC | 8.52% | Reduce -2.1% | 69,135 | $45.64M | $660.09 | |
| 4 | AAPL | APPLE INC | 7.26% | Reduce -14.4% | 142,920 | $38.85M | $271.86 | |
| 5 | MSFT | MICROSOFT CORP | 7.00% | Reduce -2.2% | 77,496 | $37.48M | $483.62 | |
| 6 | BKNG | BOOKING HOLDINGS INC | 5.82% | Reduce -1.4% | 5,817 | $31.15M | $5355.63 | |
| 7 | V | VISA INC | 5.71% | Reduce -2.2% | 87,151 | $30.56M | $350.71 | |
| 8 | MSI | MOTOROLA SOLUTIONS INC | 5.13% | Add +24.6% | 71,724 | $27.49M | $383.32 | |
| 9 | TSCO | TRACTOR SUPPLY CO | 4.49% | Reduce -1.8% | 481,023 | $24.06M | $50.01 | |
| 10 | URI | UNITED RENTALS INC | 4.01% | Reduce -1.5% | 26,514 | $21.46M | $809.33 | |
| 11 | CDW | CDW CORP | 3.86% | Add +26.0% | 151,871 | $20.68M | $136.20 | |
| 12 | CPRT | COPART INC | 3.55% | Reduce -2.2% | 486,085 | $19.03M | $39.15 | |
| 13 | ODFL | OLD DOMINION FREIGHT LINE IN | 3.52% | Add +35.6% | 120,051 | $18.82M | $156.80 | |
| 14 | SPGI | S&P GLOBAL INC | 3.29% | Reduce -2.8% | 33,764 | $17.64M | $522.58 | |
| 15 | CB | CHUBB LIMITED | 3.29% | New | 56,526 | $17.64M | $312.12 | |
| 16 | ORLY | OREILLY AUTOMOTIVE INC | 3.21% | Reduce -1.5% | 188,726 | $17.21M | $91.21 | |
| 17 | EW | EDWARDS LIFESCIENCES CORP | 2.88% | Reduce -2.1% | 180,882 | $15.42M | $85.25 | |
| 18 | AMZN | AMAZON COM INC | 2.51% | New | 58,266 | $13.45M | $230.82 | |
| 19 | ZTS | ZOETIS INC | 2.46% | Reduce -17.9% | 104,701 | $13.17M | $125.82 | |
| 20 | PYPL | PAYPAL HLDGS INC | 2.35% | Reduce -55.5% | 215,900 | $12.6M | $58.38 | |
| 21 | IWF | ISHARES TR | 1.06% | New | 12,019 | $5.69M | $473.30 | |
| 22 | POOL | POOL CORP | - | Sold | 0 | $0 | No quote | No quote |