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David Rolfe Portfolio: Wedgewood Partners 13F Holdings
Review Wedgewood Partners' latest 13F holdings, top disclosed positions, portfolio value, and recent changes associated with David Rolfe.
David Rolfe portfolio Top Holdings
David Rolfe portfolio and Wedgewood Partners 13F holdings indexed by Finoriq. Latest filing 2026-08-14.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $50.4M | 2026-08-14 |
| 2 | GOOGLAlphabet Inc. | $45.5M | 2026-08-14 |
| 3 | METAMeta Platforms, Inc. | $43.1M | 2026-08-14 |
| 4 | AAPLApple Inc. | $37.8M | 2026-08-14 |
| 5 | MSFTMICROSOFT CORP | $33.4M | 2026-08-14 |
| 6 | AMZNAMAZON COM INC | $32.3M | 2026-08-14 |
| 7 | VVISA INC. | $30.6M | 2026-08-14 |
| 8 | MSIMotorola Solutions, Inc. | $27.3M | 2026-08-14 |
| 9 | ODFLOLD DOMINION FREIGHT LINE, INC. | $23.9M | 2026-08-14 |
| 10 | BKNGBooking Holdings Inc. | $23.8M | 2026-08-14 |
| 11 | PGRPROGRESSIVE CORP/OH/ | $23.2M | 2026-08-14 |
| 12 | URIUNITED RENTALS, INC. | $19M | 2026-08-14 |
| 13 | ORLYO REILLY AUTOMOTIVE INC | $15.9M | 2026-08-14 |
| 14 | EWEdwards Lifesciences Corp | $14.9M | 2026-08-14 |
| 15 | TOLToll Brothers, Inc. | $14.9M | 2026-08-14 |
| 16 | SPGIS&P Global Inc. | $12.8M | 2026-08-14 |
| 17 | CPRTCOPART INC | $12.6M | 2026-08-14 |
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