Wedgewood Partners David Rolfe
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $550.8M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 48.1M 8.72% | 82.8K | -940 ↓1.12% | |
|
GOOGL
|
Alphabet Inc - Class A | 46.1M 8.36% | 257.5K | -3.3K ↓1.28% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 45.9M 8.34% | 246.1K | -1.7K ↓0.67% | |
|
PYPL
|
PayPal Holdings Inc | 43.3M 7.85% | 495.4K | -7.8K ↓1.56% | |
|
V
|
Visa Inc - Class A | 39.2M 7.11% | 126.6K | -1.7K ↓1.34% | |
|
AAPL
|
Apple Inc | 38.7M 7.02% | 171.8K | -1.8K ↓1.01% | |
|
UNH
|
Unitedhealth Group Inc | 35.2M 6.38% | 58.0K | -885 ↓1.50% | |
|
BKNG
|
Booking Holdings Inc | 30.4M 5.51% | 6.1K | -58 ↓0.94% | |
|
CPRT
|
Copart, Inc. | 29.5M 5.36% | 509.9K | -6.2K ↓1.21% | |
|
MSI
|
Motorola Solutions Inc | 29.4M 5.33% | 59.1K | -1.2K ↓2.04% | |
|
MSFT
|
Microsoft Corporation | 28.9M 5.24% | 67.9K | -1.1K ↓1.57% | |
|
TSCO
|
Tractor Supply Co. | 27.9M 5.05% | 100.0K | -1.6K ↓1.61% | |
|
EW
|
Edwards Lifesciences Corp | 23.9M 4.33% | 359.3K | +4.8K ↑1.36% | |
|
TPL
|
Texas Pacific Land Corporation | 18.0M 3.27% | 13.2K | -172 ↓1.29% | |
|
CDW
|
CDW Corp | 17.8M 3.23% | 95.9K | -628 ↓0.65% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 13.6M 2.47% | 60.3K | -502 ↓0.83% | |
|
SPGI
|
S&P Global Inc | 12.4M 2.25% | 24.4K | -262 ↓1.06% | |
|
POOL
|
Pool Corporation | 11.8M 2.13% | 33.5K | -227 ↓0.67% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 10.9M 1.98% | 8.8K | -65 ↓0.73% |