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← David Rolfe

David Rolfe's 2024Q4 portfolio

David Rolfe (Wedgewood Partners) held 16 positions as of Dec 31, 2024, with the largest position at 9.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2024 (16)

  1. 1TSMTaiwan Semiconductor-sp Adr
    % port
    9.2%
    +0.9pp vs prior Qnow 9.0%
  2. 2GOOGLAlphabet Inc-cl A
    % port
    9.2%
    +0.8pp vs prior Q
  3. 3METAMeta Platforms Inc-class A
    % port
    9.2%
    +0.4pp vs prior Qnow 7.8%
  4. 4AAPLApple Inc
    % port
    8.1%
    +1.1pp vs prior Qnow 7.1%
  5. 5VVisa Inc-class A Shares
    % port
    7.5%
    +0.4pp vs prior Qnow 5.2%
  6. 6BKNGBooking Holdings Inc
    % port
    5.7%
    +0.2pp vs prior Qnow 4.8%
  7. 7CPRTCopart Inc
    % port
    5.5%
    +0.2pp vs prior Qnow 3.2%
  8. 8MSFTMicrosoft Corp
    % port
    5.4%
    +0.2pp vs prior Qnow 5.7%
  9. 9MSIMotorola Solutions Inc
    % port
    5.1%
    -0.2pp vs prior Qnow 6.1%
  10. 10TSCOTractor Supply Company
    % port
    5.0%
    now 4.3%
  11. 11EWEdwards Lifesciences Corp
    % port
    4.9%
    +0.6pp vs prior Qnow 2.8%
  12. 12CDWCdw Corp/de
    % port
    3.1%
    -0.1pp vs prior Qnow 3.6%
  13. 13SPGIS&p Global Inc
    % port
    2.3%
    now 2.8%
  14. 14ODFLOld Dominion Freight Line
    % port
    2.0%
    -0.5pp vs prior Qnow 4.6%
  15. 15ORLYO'reilly Automotive Inc
    % port
    2.0%
    now 3.4%
  16. 16IWFIshares Russell 1000 Growth
    % port
    0.3%
    now 0.0%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.