Wedgewood Partners David Rolfe
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $535.5M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 56.1M 10.47% | 184.7K | -4.6K ↓2.44% | |
|
GOOGL
|
Alphabet Inc - Class A | 51.3M 9.58% | 163.9K | -43.3K ↓20.90% | |
|
FB
|
Meta Platforms Inc - Class A | 45.6M 8.52% | 69.1K | -1.5K ↓2.07% | |
|
AAPL
|
Apple Inc | 38.9M 7.25% | 142.9K | -24.0K ↓14.36% | |
|
MSFT
|
Microsoft Corporation | 37.5M 6.99% | 77.5K | -1.7K ↓2.16% | |
|
BKNG
|
Booking Holdings Inc | 31.2M 5.81% | 5.8K | -83 ↓1.41% | |
|
V
|
Visa Inc - Class A | 30.6M 5.7% | 87.2K | -2.0K ↓2.21% | |
|
MSI
|
Motorola Solutions Inc | 27.5M 5.13% | 71.7K | +14.2K ↑24.61% | |
|
TSCO
|
Tractor Supply Co. | 24.1M 4.49% | 481.0K | -8.9K ↓1.81% | |
|
URI
|
United Rentals, Inc. | 21.5M 4% | 26.5K | -411 ↓1.53% | |
|
CDW
|
CDW Corp | 20.7M 3.86% | 151.9K | +31.3K ↑26.01% | |
|
CPRT
|
Copart, Inc. | 19.0M 3.55% | 486.1K | -10.9K ↓2.20% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 18.8M 3.51% | 120.1K | +31.5K ↑35.58% | |
|
SPGI
|
S&P Global Inc | 17.6M 3.29% | 33.8K | -960 ↓2.76% | |
|
CB
|
Chubb Limited | 17.6M 3.29% | 56.5K | +56.5K Newly Added | |
|
ORLY
|
O`Reilly Automotive, Inc. | 17.2M 3.21% | 188.7K | -2.9K ↓1.53% | |
|
EW
|
Edwards Lifesciences Corp | 15.4M 2.87% | 180.9K | -3.8K ↓2.07% | |
|
AMZN
|
Amazon.com Inc. | 13.4M 2.51% | 58.3K | +58.3K Newly Added | |
|
ZTS
|
Zoetis Inc - Class A | 13.2M 2.46% | 104.7K | -22.8K ↓17.90% | |
|
PYPL
|
PayPal Holdings Inc | 12.6M 2.35% | 215.9K | -268.8K ↓55.45% | |
|
IWF
|
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Growth ETF | 5.7M 1.06% | 12.0K | +12.0K Newly Added |
Sold Out Positions
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