Wedgewood Partners David Rolfe
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $507.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 46.8M 9.2% | 236.8K | -9.3K ↓3.78% | |
|
GOOGL
|
Alphabet Inc - Class A | 46.8M 9.2% | 247.0K | -10.5K ↓4.07% | |
|
FB
|
Meta Platforms Inc - Class A | 46.6M 9.17% | 79.6K | -3.3K ↓3.97% | |
|
AAPL
|
Apple Inc | 41.0M 8.07% | 163.9K | -7.9K ↓4.61% | |
|
PYPL
|
PayPal Holdings Inc | 40.1M 7.89% | 469.8K | -25.6K ↓5.16% | |
|
V
|
Visa Inc - Class A | 38.3M 7.54% | 121.2K | -5.4K ↓4.29% | |
|
BKNG
|
Booking Holdings Inc | 28.9M 5.68% | 5.8K | -271 ↓4.45% | |
|
CPRT
|
Copart, Inc. | 28.0M 5.51% | 488.4K | -21.5K ↓4.22% | |
|
UNH
|
Unitedhealth Group Inc | 28.0M 5.51% | 55.4K | -2.7K ↓4.57% | |
|
MSFT
|
Microsoft Corporation | 27.5M 5.41% | 65.2K | -2.7K ↓3.93% | |
|
MSI
|
Motorola Solutions Inc | 26.1M 5.14% | 56.5K | -2.6K ↓4.43% | |
|
TSCO
|
Tractor Supply Co. | 25.4M 5% | 479.6K | +379.6K ↑379.80% | |
|
EW
|
Edwards Lifesciences Corp | 25.1M 4.94% | 339.4K | -19.8K ↓5.52% | |
|
CDW
|
CDW Corp | 15.7M 3.09% | 90.4K | -5.4K ↓5.64% | |
|
SPGI
|
S&P Global Inc | 11.6M 2.29% | 23.4K | -1.0K ↓4.19% | |
|
POOL
|
Pool Corporation | 10.2M 2% | 29.8K | -3.7K ↓11.10% | |
|
ODFL
|
Old Dominion Freight Line, Inc. | 10.1M 1.99% | 57.4K | -2.9K ↓4.84% | |
|
ORLY
|
O`Reilly Automotive, Inc. | 10.0M 1.97% | 8.5K | -358 ↓4.06% |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
|---|---|---|---|---|
|
|
|
|
|
|