Wedgewood Partners David Rolfe
Top positions activity
Value History
Quarterly report: Q1 2025
Total portfolio value: $496.5M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 46.1M 9.29% | 236.8K | -15 ↓0.01% | |
|
FB
|
Meta Platforms Inc - Class A | 45.9M 9.23% | 69.6K | -10.0K ↓12.57% | |
|
GOOGL
|
Alphabet Inc - Class A | 41.0M 8.25% | 247.9K | +893 ↑0.36% | |
|
AAPL
|
Apple Inc | 35.1M 7.06% | 165.1K | +1.2K ↑0.75% | |
|
MSFT
|
Microsoft Corporation | 34.9M 7.03% | 77.2K | +11.9K ↑18.31% | |
|
PYPL
|
PayPal Holdings Inc | 34.4M 6.93% | 473.8K | +3.9K ↑0.84% | |
|
V
|
Visa Inc - Class A | 32.0M 6.43% | 89.7K | -31.5K ↓26.00% | |
|
CPRT
|
Copart, Inc. | 30.5M 6.14% | 488.4K | -26 ↓0.01% | |
|
BKNG
|
Booking Holdings Inc | 30.3M 6.1% | 5.8K | -5 ↓0.09% | |
|
TSCO
|
Tractor Supply Co. | 24.7M 4.96% | 480.1K | +469 ↑0.10% | |
|
MSI
|
Motorola Solutions Inc | 23.5M 4.73% | 56.6K | +99 ↑0.18% | |
|
CDW
|
CDW Corp | 21.8M 4.39% | 115.3K | +24.8K ↑27.44% | |
|
URI
|
United Rentals, Inc. | 17.7M 3.56% | 24.8K | +24.8K Newly Added | |
|
SPGI
|
S&P Global Inc | 17.5M 3.51% | 34.1K | +10.7K ↑45.94% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 16.7M 3.36% | 12.6K | +4.1K ↑48.78% | |
|
EW
|
Edwards Lifesciences Corp | 14.7M 2.96% | 191.8K | -147.6K ↓43.49% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 14.1M 2.84% | 82.4K | +25.0K ↑43.49% | |
|
POOL
|
Pool Corporation | 9.4M 1.88% | 30.3K | +466 ↑1.56% | |
|
UNH
|
Unitedhealth Group Inc | 3.2M 0.63% | 10.3K | -45.1K ↓81.40% | |
|
IWF
|
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Growth ETF | 3.0M 0.61% | 7.6K | +3.7K ↑95.87% |