David Rolfe - Wedgewood Partners Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.48B
+9,999%+
Winning Positions
+43.59%
34 wins / 78 positions
Average Gain (Winners)
$13.45M
+9,999%+ avg per position
Active Positions
22
31 losing positions
Portfolio Value Over Time
Total Positions Tracked
78
All holdings over time
Win/Loss Ratio
1.10
34 gains / 31 losses
Active vs. Exited
22 / 56
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | Communication Services | Jun 2018 | ACTIVE | $108.11K | $44.77M | $44.67M | +9,999%+ |
| TSM | Taiwan Semiconductor Manufactur | Technology | Jun 2021 | ACTIVE | $14.20K | $43.71M | $43.70M | +9,999%+ |
| META | Meta Platforms, Inc. | Communication Services | Jun 2018 | ACTIVE | $142.55K | $37.65M | $37.51M | +9,999%+ |
| AAPL | Apple Inc. | Technology | Sep 2013 | ACTIVE | $399.20K | $34.29M | $33.89M | +8490.80% |
| MSI | Motorola Solutions, Inc. | Technology | Jun 2019 | ACTIVE | $35.16K | $29.48M | $29.45M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Mar 2020 | ACTIVE | $13.24K | $27.36M | $27.35M | +9,999%+ |
| V | Visa Inc. | Financial Services | Jun 2013 | ACTIVE | $143.94K | $25.09M | $24.95M | +9,999%+ |
| BKNG | Booking Holdings Inc. Common St | Consumer Cyclical | Jun 2018 | ACTIVE | $119.49K | $23.23M | $23.11M | +9,999%+ |
| ODFL | Old Dominion Freight Line, Inc. | Industrials | Sep 2018 | ACTIVE | $73.76K | $22.26M | $22.19M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Jun 2023 | ACTIVE | $208.00 | $20.81M | $20.81M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.