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
$0.5B
Portfolio Value
Technology
Top Sector
7
Sectors
Investment Strategy Insights
- • David Rolfe maintains a diversified portfolio across 7 sectors
- • Top 5 holdings represent 40.9% of the portfolio
- • Largest position: TAIWAN SEMICONDUCTOR MFG LTD (TSM) at 9.3%
Trends by sector
Investment Adjustments from Previous Filing
Wedgewood Partners Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 9.29% | $46,121,612 |
| META META PLATFORMS INC | 9.24% | $45,860,270 |
| GOOGL ALPHABET INC | 8.26% | $40,999,889 |
| AAPL APPLE INC | 7.06% | $35,054,147 |
| MSFT MICROSOFT CORP | 7.04% | $34,949,393 |
| PYPL PAYPAL HLDGS INC | 6.94% | $34,433,967 |
| V VISA INC | 6.44% | $31,970,169 |
| CPRT COPART INC | 6.14% | $30,486,365 |
| BKNG BOOKING HOLDINGS INC | 6.11% | $30,314,781 |
| TSCO TRACTOR SUPPLY CO | 4.97% | $24,665,742 |
| MSI MOTOROLA SOLUTIONS INC | 4.73% | $23,495,755 |
| CDW CDW CORP | 4.40% | $21,826,401 |
| URI UNITED RENTALS INC | 3.57% | $17,711,838 |
| SPGI S&P GLOBAL INC | 3.52% | $17,452,625 |
| ORLY OREILLY AUTOMOTIVE INC | 3.36% | $16,694,918 |
| EW EDWARDS LIFESCIENCES CORP | 2.97% | $14,722,032 |
| ODFL OLD DOMINION FREIGHT LINE IN | 2.85% | $14,138,999 |
| POOL POOL CORP | 1.88% | $9,355,845 |
| UNH UNITEDHEALTH GROUP INC | 0.64% | $3,173,119 |
| IWF ISHARES TR | 0.61% | $3,032,317 |