David Rolfe
Wedgewood Partners Inc
Wedgewood Partners runs a concentrated portfolio of dominant growth businesses, held with high conviction over long periods.
As of June 30, 2026, the David Rolfe portfolio (Wedgewood Partners Inc) holds 18 equity positions worth $484M. That is up 0.0% from $484M in Q1 2026. Over the quarter, the fund opened 0 new positions, exited 4, increased 8 and trimmed 10 (full breakdown below).
Portfolio as of June 30, 2026
| Company ↕ | Value ↓ | % ↕ | ||
|---|---|---|---|---|
| Loading… | ||||
Quarterly moves
Q1 2026 → Q2 2026
Portfolio value went from $484M to $484M (+0.0%) quarter over quarter.
Amount invested · % of portfolio
None
Amount bought · (±%) · % of portfolio
- META PLATFORMS INC $6M (+16.2%) · 8.9%
- MICROSOFT CORP $6M (+21.1%) · 6.9%
- AMAZON COM INC $8M (+35.6%) · 6.7%
- VISA INC $2M (+7.4%) · 6.3%
- BOOKING HOLDINGS INC $23M (+2317.1%) · 4.9%
- PROGRESSIVE CORP $5M (+27.5%) · 4.8%
- CHUBB LIMITED $5M (+26.3%) · 4.8%
- TOLL BROTHERS INC $377K (+2.6%) · 3.1%
Amount sold · (±%) · % of portfolio
- TAIWAN SEMICONDUCTOR MANUFAC $8M (-18.4%) · 10.4%
- ALPHABET INC $8M (-18.3%) · 9.4%
- APPLE INC $1M (-3.3%) · 7.8%
- MOTOROLA SOLUTIONS INC $997K (-3.4%) · 5.6%
- OLD DOMINION FREIGHT LINE IN $714K (-3.2%) · 4.9%
- UNITED RENTALS INC $6M (-33.6%) · 3.9%
- OREILLY AUTOMOTIVE INC $531K (-3.2%) · 3.3%
- EDWARDS LIFESCIENCES CORP $461K (-3.4%) · 3.1%
- TRACTOR SUPPLY CO $21M
- CDW CORP $18M
- ZOETIS INC $13M
- ISHARES TR $223K
Portfolio value over time
Top 10 holdings evolution as of June 30, 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 June 30, 2026, the top three holdings of Wedgewood Partners Inc are TAIWAN SEMICONDUCTOR MANUFAC, ALPHABET INC, META PLATFORMS INC.
How many positions does David Rolfe hold?
Wedgewood Partners Inc reports 18 equity positions worth $484M as of June 30, 2026.
Does David Rolfe invest in dividend stocks?
The weighted dividend yield of the covered portion of the portfolio is approximately 0.5%.
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.