Wedgewood Partners David Rolfe
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $484.4M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 50.4M 10.4% | 105.5K | -23.9K ↓18.44% | |
|
GOOGL
|
Alphabet Inc - Class A | 45.5M 9.38% | 127.2K | -28.5K ↓18.28% | |
|
FB
|
Meta Platforms Inc - Class A | 43.1M 8.89% | 76.5K | +10.7K ↑16.21% | |
|
AAPL
|
Apple Inc | 37.8M 7.8% | 130.7K | -4.4K ↓3.29% | |
|
MSFT
|
Microsoft Corporation | 33.4M 6.89% | 89.5K | +15.6K ↑21.10% | |
|
AMZN
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Amazon.com Inc. | 32.3M 6.66% | 135.4K | +35.5K ↑35.57% | |
|
V
|
Visa Inc - Class A | 30.6M 6.31% | 89.2K | +6.2K ↑7.44% | |
|
MSI
|
Motorola Solutions Inc | 27.3M 5.62% | 65.6K | -2.3K ↓3.38% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 23.9M 4.93% | 110.3K | -3.7K ↓3.21% | |
|
BKNG
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Booking Holdings Inc | 23.8M 4.9% | 133.4K | +127.8K ↑2317.09% | |
|
PGR
|
Progressive Corp. | 23.2M 4.79% | 106.3K | +22.9K ↑27.48% | |
|
CB
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Chubb Limited | 23.2M 4.78% | 68.0K | +14.2K ↑26.26% | |
|
URI
|
United Rentals, Inc. | 19.0M 3.91% | 16.7K | -8.5K ↓33.58% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 15.9M 3.28% | 172.6K | -5.8K ↓3.22% | |
|
EW
|
Edwards Lifesciences Corp | 14.9M 3.08% | 165.2K | -5.8K ↓3.37% | |
|
TOL
|
Toll Brothers Inc. | 14.9M 3.07% | 90.6K | +2.3K ↑2.59% | |
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SPGI
|
S&P Global Inc | 12.8M 2.63% | 31.3K | -1.0K ↓3.19% | |
|
CPRT
|
Copart, Inc. | 12.6M 2.6% | 447.7K | -15.0K ↓3.24% |
Sold Out Positions
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