Wedgewood Partners David Rolfe
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $515.2M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
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FB
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Meta Platforms Inc - Class A | 53.0M 10.29% | 68.3K | -1.2K ↓1.76% | |
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TSM
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Taiwan Semiconductor Manufacturing - ADR | 47.2M 9.16% | 197.5K | -39.3K ↓16.60% | |
|
MSFT
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Microsoft Corporation | 41.0M 7.96% | 76.6K | -556 ↓0.72% | |
|
GOOGL
|
Alphabet Inc - Class A | 39.3M 7.62% | 201.3K | -46.6K ↓18.81% | |
|
AAPL
|
Apple Inc | 32.9M 6.38% | 161.9K | -3.2K ↓1.96% | |
|
PYPL
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PayPal Holdings Inc | 31.7M 6.14% | 465.8K | -7.9K ↓1.67% | |
|
BKNG
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Booking Holdings Inc | 31.0M 6.01% | 5.7K | -156 ↓2.68% | |
|
V
|
Visa Inc - Class A | 29.3M 5.68% | 85.6K | -4.1K ↓4.55% | |
|
TSCO
|
Tractor Supply Co. | 28.1M 5.46% | 472.8K | -7.3K ↓1.52% | |
|
MSI
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Motorola Solutions Inc | 24.5M 4.74% | 55.6K | -998 ↓1.76% | |
|
URI
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United Rentals, Inc. | 22.6M 4.39% | 26.1K | +1.2K ↑4.97% | |
|
CPRT
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Copart, Inc. | 22.0M 4.26% | 480.3K | -8.1K ↓1.66% | |
|
CDW
|
CDW Corp | 20.0M 3.88% | 116.1K | +859 ↑0.75% | |
|
SPGI
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S&P Global Inc | 18.9M 3.65% | 33.5K | -609 ↓1.79% | |
|
ORLY
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O`Reilly Automotive, Inc. | 18.8M 3.64% | 185.2K | +172.6K ↑1370.74% | |
|
ZTS
|
Zoetis Inc - Class A | 18.7M 3.63% | 123.3K | +123.3K Newly Added | |
|
EW
|
Edwards Lifesciences Corp | 14.3M 2.76% | 178.0K | -13.8K ↓7.19% | |
|
ODFL
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Old Dominion Freight Line, Inc. | 12.3M 2.39% | 85.3K | +2.9K ↑3.58% | |
|
POOL
|
Pool Corporation | 9.7M 1.87% | 31.2K | +968 ↑3.20% |
Sold Out Positions
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