David Rolfe
Wedgewood Partners Inc
Wedgewood Partners runs a concentrated portfolio of dominant growth businesses, held with high conviction over long periods.
Portfolio as of March 31, 2026
| Company ↕ | Value ↓ | % ↕ | ||
|---|---|---|---|---|
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Quarterly moves
Q4 2025 → Q1 2026
Amount invested · % of portfolio
- PROGRESSIVE CORP $17M · 3.4%
- TOLL BROTHERS INC $12M · 2.5%
Amount bought · (±%) · % of portfolio
- AMAZON COM INC $9M (+71.5%) · 4.3%
- ZOETIS INC $1M (+8.4%) · 2.8%
Amount sold · (±%) · % of portfolio
- ALPHABET INC $3M (-5%) · 9.3%
- TAIWAN SEMICONDUCTOR MANUFAC $17M (-30%) · 9.0%
- META PLATFORMS INC $2M (-4.8%) · 7.8%
- APPLE INC $2M (-5.5%) · 7.1%
- MOTOROLA SOLUTIONS INC $1M (-5.3%) · 6.1%
- MICROSOFT CORP $2M (-4.6%) · 5.7%
- VISA INC $1M (-4.8%) · 5.2%
- BOOKING HOLDINGS INC $2M (-5.2%) · 4.8%
- PAYPAL HLDGS INC $13M
Portfolio value over time
Top 10 holdings evolution as of March 31, 2026
Share of portfolio (%) since inception, top 10 as of the selected quarter.
Sector breakdown
Based on holdings matched to a stock referenced on the site.
Dividend aristocrats held
Stocks with at least 25 consecutive years of dividend growth.
No matching holding among stocks referenced on the site.
Frequently asked questions
What are David Rolfe's top holdings?
As of March 31, 2026, the top three holdings of Wedgewood Partners Inc are ALPHABET INC, TAIWAN SEMICONDUCTOR MANUFAC, META PLATFORMS INC.
How many positions does David Rolfe hold?
Wedgewood Partners Inc reports 22 equity positions worth $484M as of March 31, 2026.
Does David Rolfe invest in dividend stocks?
The weighted dividend yield of the covered portion of the portfolio is approximately 0.6%.
Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.