Wedgewood Partners David Rolfe
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $490.1M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FB
|
Meta Platforms Inc - Class A | 43.2M 8.82% | 83.8K | -2.1K ↓2.48% | |
|
GOOGL
|
Alphabet Inc - Class A | 42.3M 8.63% | 260.9K | -6.8K ↓2.53% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 41.5M 8.47% | 247.8K | -5.9K ↓2.32% | |
|
AAPL
|
Apple Inc | 37.8M 7.7% | 173.5K | -4.8K ↓2.71% | |
|
V
|
Visa Inc - Class A | 33.4M 6.8% | 128.4K | -3.0K ↓2.32% | |
|
UNH
|
Unitedhealth Group Inc | 33.3M 6.79% | 58.9K | -1.3K ↓2.11% | |
|
PYPL
|
PayPal Holdings Inc | 31.9M 6.51% | 503.2K | -10.6K ↓2.06% | |
|
MSFT
|
Microsoft Corporation | 28.1M 5.72% | 69.0K | -1.6K ↓2.33% | |
|
TSCO
|
Tractor Supply Co. | 26.6M 5.43% | 101.6K | -2.1K ↓2.02% | |
|
CPRT
|
Copart, Inc. | 25.9M 5.29% | 516.2K | -11.0K ↓2.09% | |
|
MSI
|
Motorola Solutions Inc | 24.9M 5.08% | 60.3K | -20.0K ↓24.88% | |
|
EW
|
Edwards Lifesciences Corp | 23.2M 4.74% | 354.4K | +109.0K ↑44.40% | |
|
BKNG
|
Booking Holdings Inc | 21.1M 4.31% | 6.1K | -144 ↓2.29% | |
|
CDW
|
CDW Corp | 20.5M 4.17% | 96.5K | -2.1K ↓2.16% | |
|
SPGI
|
S&P Global Inc | 11.9M 2.43% | 24.6K | -507 ↓2.02% | |
|
POOL
|
Pool Corporation | 11.6M 2.37% | 33.8K | -557 ↓1.62% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 11.6M 2.36% | 60.8K | -1.4K ↓2.29% | |
|
TPL
|
Texas Pacific Land Corporation | 11.1M 2.27% | 13.4K | -336 ↓2.45% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 10.0M 2.03% | 8.9K | -211 ↓2.32% |