Wedgewood Partners David Rolfe
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $547.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 52.9M 9.64% | 189.3K | -8.2K ↓4.16% | |
|
FB
|
Meta Platforms Inc - Class A | 51.8M 9.46% | 70.6K | +2.3K ↑3.31% | |
|
GOOGL
|
Alphabet Inc - Class A | 50.4M 9.19% | 207.2K | +5.9K ↑2.95% | |
|
AAPL
|
Apple Inc | 42.5M 7.75% | 166.9K | +5.0K ↑3.11% | |
|
MSFT
|
Microsoft Corporation | 41.0M 7.48% | 79.2K | +2.6K ↑3.40% | |
|
PYPL
|
PayPal Holdings Inc | 32.5M 5.93% | 484.7K | +18.8K ↑4.04% | |
|
BKNG
|
Booking Holdings Inc | 31.9M 5.81% | 5.9K | +245 ↑4.33% | |
|
V
|
Visa Inc - Class A | 30.4M 5.55% | 89.1K | +3.5K ↑4.11% | |
|
TSCO
|
Tractor Supply Co. | 27.9M 5.08% | 489.9K | +17.1K ↑3.63% | |
|
MSI
|
Motorola Solutions Inc | 26.3M 4.8% | 57.6K | +2.0K ↑3.54% | |
|
URI
|
United Rentals, Inc. | 25.7M 4.69% | 26.9K | +862 ↑3.31% | |
|
CPRT
|
Copart, Inc. | 22.4M 4.07% | 497.0K | +16.7K ↑3.48% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 20.7M 3.77% | 191.7K | +6.5K ↑3.49% | |
|
CDW
|
CDW Corp | 19.2M 3.5% | 120.5K | +4.4K ↑3.79% | |
|
ZTS
|
Zoetis Inc - Class A | 18.7M 3.4% | 127.5K | +4.2K ↑3.39% | |
|
SPGI
|
S&P Global Inc | 16.9M 3.08% | 34.7K | +1.2K ↑3.71% | |
|
EW
|
Edwards Lifesciences Corp | 14.4M 2.62% | 184.7K | +6.7K ↑3.74% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 12.5M 2.27% | 88.5K | +3.2K ↑3.78% | |
|
POOL
|
Pool Corporation | 10.0M 1.82% | 32.3K | +1.1K ↑3.45% |