David Rolfe
David Rolfe's Wedgewood Partners holds 22 U.S.-equity positions worth $484M (SEC 13F, Q1 2026). Top positions: Alphabet Inc. Class A Common Stock 9.2%, Taiwan Semiconductor Manufac 9.0%, Meta Platforms, Inc. Class A Common Stock 7.8%. 13F-replication return is +62% over 3 years (-2 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. Class A Common Stock | 9.2% | 156K | $45M | ▼ 5.0% (−8K) | $139.09 | $356.13 (+156%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 9.0% | 129K | $44M | ▼ 30% (−55K) | $111.80 | $404.25 (+262%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 7.8% | 66K | $38M | ▼ 4.8% (−3K) | $301.51 | $556.71 (+85%) | 2026-03-31 |
| AAPL Apple Inc. | 7.1% | 135K | $34M | ▼ 5.5% (−8K) | $169.76 | $308.91 (+82%) | 2026-03-31 |
| MSI Motorola Solutions, Inc. New | 6.1% | 68K | $29M | ▼ 5.3% (−4K) | $315.12 | $435.75 (+38%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 5.7% | 74K | $27M | ▼ 4.6% (−4K) | $323.59 | $464.72 (+44%) | 2026-03-31 |
| V VISA Inc. | 5.2% | 83K | $25M | ▼ 4.8% (−4K) | $246.75 | $366.13 (+48%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 4.8% | 6K | $23M | ▼ 5.2% (−300) | $148.16 | $192.90 (+30%) | 2026-03-31 |
| ODFL Old Dominion Freight Line | 4.6% | 114K | $22M | ▼ 5.1% (−6K) | $163.98 | $212.14 (+29%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 4.3% | 100K | $21M | ▲ 71% (+42K) | $219.82 | $271.58 (+24%) | 2026-03-31 |
| TSCO Tractor Supply Co | 4.3% | 456K | $21M | ▼ 5.2% (−25K) | $47.74 | $30.77 (−36%) | 2026-03-31 |
| URI United Rentals, Inc. | 3.8% | 25K | $18M | ▼ 5.0% (−1K) | $634.23 | $1,079.26 (+70%) | 2026-03-31 |
| CB Chubb Limited | 3.6% | 54K | $18M | ▼ 4.7% (−3K) | $312.12 | $350.68 (+12%) | 2026-03-31 |
| CDW CDW Corporation | 3.6% | 145K | $18M | ▼ 4.6% (−7K) | $174.34 | $147.81 (−15%) | 2026-03-31 |
| PGR Progressive Corporation | 3.4% | 83K | $17M | NEW (+83K) | $195.93 | $211.42 (+8%) | 2026-03-31 |
| ORLY O'Reilly Automotive, Inc. | 3.4% | 178K | $16M | ▼ 5.5% (−10K) | $74.33 | $89.35 (+20%) | 2026-03-31 |
| CPRT Copart Inc | 3.2% | 463K | $15M | ▼ 4.8% (−23K) | $41.75 | $29.12 (−30%) | 2026-03-31 |
| SPGI S&P Global Inc. | 2.8% | 32K | $14M | ▼ 4.1% (−1K) | $419.37 | $411.93 (−2%) | 2026-03-31 |
| EW Edwards Lifesciences Corp | 2.8% | 171K | $14M | ▼ 5.5% (−10K) | $71.04 | $86.07 (+21%) | 2026-03-31 |
| ZTS ZOETIS INC. | 2.8% | 114K | $13M | ▲ 8.4% (+9K) | $152.49 | $77.29 (−49%) | 2026-03-31 |
| TOL Toll Brothers, Inc. | 2.5% | 88K | $12M | NEW (+88K) | $136.47 | $145.89 (+7%) | 2026-03-31 |
| IWF Ishares Tr | 0.1% | 524 | $223K | ▼ 96% (−11K) | $98.21 | $118.32 (+20%) | 2026-03-31 |
FAQ ▾
What are David Rolfe's largest holdings?
As of the latest 13F: Alphabet Inc. Class A Common Stock 9.2%, Taiwan Semiconductor Manufac 9.0%, Meta Platforms, Inc. Class A Common Stock 7.8%, Apple Inc. 7.1%, Motorola Solutions, Inc. New 6.1%.
How big is Wedgewood Partners's 13F portfolio?
$484M across 22 disclosed U.S.-equity positions.
What is David Rolfe's 3-year performance?
+62% (13F-replication, price return), -2 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.