Wedgewood Partners Inc
Managed by David Rolfe. $535.5M disclosed long-equity portfolio across 21 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | $56.1M | 10.48% |
| 2 | ALPHABET INC | $51.3M | 9.58% |
| 3 | META PLATFORMS INC | $45.6M | 8.52% |
| 4 | APPLE INC | $38.9M | 7.26% |
| 5 | MICROSOFT CORP | $37.5M | 7.00% |
| 6 | BOOKING HOLDINGS INC | $31.2M | 5.82% |
| 7 | VISA INC | $30.6M | 5.71% |
| 8 | MOTOROLA SOLUTIONS INC | $27.5M | 5.13% |
| 9 | TRACTOR SUPPLY CO | $24.1M | 4.49% |
| 10 | UNITED RENTALS INC | $21.5M | 4.01% |
| 11 | CDW CORP | $20.7M | 3.86% |
| 12 | COPART INC | $19.0M | 3.55% |
| 13 | OLD DOMINION FREIGHT LINE IN | $18.8M | 3.52% |
| 14 | S&P GLOBAL INC | $17.6M | 3.30% |
| 15 | CHUBB LIMITED | $17.6M | 3.29% |
| 16 | OREILLY AUTOMOTIVE INC | $17.2M | 3.21% |
| 17 | EDWARDS LIFESCIENCES CORP | $15.4M | 2.88% |
| 18 | AMAZON COM INC | $13.4M | 2.51% |
| 19 | ZOETIS INC | $13.2M | 2.46% |
| 20 | PAYPAL HLDGS INC | $12.6M | 2.35% |
| 21 | ISHARES TR | $5.7M | 1.06% |
For full quarterly history, transactions, and the investor profile, see David Rolfe's page →
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Wedgewood Partners Inc — overview
David Rolfe runs Wedgewood Partners Inc, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $535M across 21 positions. The largest holdings are TAIWAN SEMICONDUCTOR MFG LTD, ALPHABET INC, and META PLATFORMS INC (TAIWAN SEMICONDUCTOR MFG LTD alone is 10.5% of the book).
Key takeaways
- Disclosed Q4 2025 portfolio: $535M.
- Top holdings: TAIWAN SEMICONDUCTOR MFG LTD, ALPHABET INC, and META PLATFORMS INC.