David Rolfe - Wedgewood Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 20 | |
| Portfolio Value | $496.46M |
Portfolio Overview
Comprehensive analysis of David Rolfe's investment portfolio
20
Total Holdings
$496.5M
Portfolio Value
Mar 31, 2025
Latest Filing
9.3%
Largest Position
Top Holdings
1
TSM
TAIWAN SEMICONDUCTOR MFG LTD
$46.1M
9.3%
↓-0.0%
2
META
META PLATFORMS INC
$45.9M
9.2%
↓-0.1%
3
GOOGL
ALPHABET INC
$41.0M
8.3%
↑+0.0%
4
AAPL
APPLE INC
$35.1M
7.1%
↑+0.0%
5
MSFT
MICROSOFT CORP
$34.9M
7.0%
↑+0.2%
Recent Activity
BKNG
Booking Holdings Inc. Common St
-5,811
Jun 30, 2025
IWF
iShares Russell 1000 Growth ETF
-7,588
Jun 30, 2025
UNH
UnitedHealth Group Incorporated
-10,302
Jun 30, 2025