Wedgewood Partners David Rolfe
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $484.3M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | 44.8M 9.24% | 155.7K | -8.2K ↓5.01% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 43.7M 9.02% | 129.4K | -55.3K ↓29.95% | |
|
FB
|
Meta Platforms Inc - Class A | 37.6M 7.77% | 65.8K | -3.3K ↓4.82% | |
|
AAPL
|
Apple Inc | 34.3M 7.08% | 135.1K | -7.8K ↓5.45% | |
|
MSI
|
Motorola Solutions Inc | 29.5M 6.08% | 67.9K | -3.8K ↓5.27% | |
|
MSFT
|
Microsoft Corporation | 27.4M 5.65% | 73.9K | -3.6K ↓4.62% | |
|
V
|
Visa Inc - Class A | 25.1M 5.18% | 83.0K | -4.1K ↓4.75% | |
|
BKNG
|
Booking Holdings Inc | 23.2M 4.79% | 5.5K | -300 ↓5.16% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 22.3M 4.59% | 113.9K | -6.1K ↓5.09% | |
|
AMZN
|
Amazon.com Inc. | 20.8M 4.29% | 99.9K | +41.6K ↑71.47% | |
|
TSCO
|
Tractor Supply Co. | 20.7M 4.26% | 456.1K | -24.9K ↓5.18% | |
|
URI
|
United Rentals, Inc. | 18.4M 3.78% | 25.2K | -1.3K ↓4.99% | |
|
CB
|
Chubb Limited | 17.6M 3.62% | 53.9K | -2.6K ↓4.67% | |
|
CDW
|
CDW Corp | 17.5M 3.62% | 144.9K | -7.0K ↓4.61% | |
|
PGR
|
Progressive Corp. | 16.5M 3.41% | 83.4K | +83.4K Newly Added | |
|
ORLY
|
O`Reilly Automotive, Inc. | 16.5M 3.4% | 178.4K | -10.3K ↓5.47% | |
|
CPRT
|
Copart, Inc. | 15.4M 3.17% | 462.7K | -23.3K ↓4.80% | |
|
SPGI
|
S&P Global Inc | 13.8M 2.84% | 32.4K | -1.4K ↓4.13% | |
|
EW
|
Edwards Lifesciences Corp | 13.7M 2.82% | 171.0K | -9.9K ↓5.48% | |
|
ZTS
|
Zoetis Inc - Class A | 13.4M 2.77% | 113.5K | +8.8K ↑8.44% | |
|
TOL
|
Toll Brothers Inc. | 12.0M 2.48% | 88.3K | +88.3K Newly Added |
Sold Out Positions
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