Wedgewood Partners David Rolfe
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $499.8M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
GOOGL
|
Alphabet Inc - Class A | 46.2M 9.23% | 267.6K | -3.7K ↓1.35% | |
|
FB
|
Meta Platforms Inc - Class A | 41.4M 8.27% | 85.9K | -16.2K ↓15.86% | |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 39.5M 7.89% | 253.7K | -4.8K ↓1.85% | |
|
V
|
Visa Inc - Class A | 37.0M 7.4% | 131.4K | -1.8K ↓1.37% | |
|
AAPL
|
Apple Inc | 33.8M 6.77% | 178.4K | -2.1K ↓1.17% | |
|
PYPL
|
PayPal Holdings Inc | 32.8M 6.56% | 513.8K | -7.3K ↓1.41% | |
|
UNH
|
Unitedhealth Group Inc | 31.2M 6.23% | 60.2K | +11.0K ↑22.28% | |
|
MSFT
|
Microsoft Corporation | 29.9M 5.97% | 70.6K | -1.1K ↓1.52% | |
|
MSI
|
Motorola Solutions Inc | 29.3M 5.86% | 80.3K | -1.9K ↓2.34% | |
|
CPRT
|
Copart, Inc. | 29.2M 5.83% | 527.2K | -12.0K ↓2.22% | |
|
TSCO
|
Tractor Supply Co. | 28.6M 5.72% | 103.7K | -1.6K ↓1.54% | |
|
BKNG
|
Booking Holdings Inc | 23.9M 4.77% | 6.3K | -125 ↓1.95% | |
|
EW
|
Edwards Lifesciences Corp | 22.1M 4.42% | 245.5K | -5.2K ↓2.07% | |
|
CDW
|
CDW Corp | 22.0M 4.4% | 98.6K | -1.9K ↓1.94% | |
|
POOL
|
Pool Corporation | 13.1M 2.63% | 34.3K | -599 ↓1.72% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 11.4M 2.29% | 62.3K | +30.6K ↑96.84% | |
|
SPGI
|
S&P Global Inc | 11.0M 2.19% | 25.2K | -454 ↓1.77% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 9.2M 1.83% | 9.1K | -180 ↓1.94% | |
|
TPL
|
Texas Pacific Land Corporation | 8.2M 1.64% | 13.7K | +9.0K ↑190.85% |