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← David Rolfe

David Rolfe's 2025Q1 portfolio

David Rolfe (Wedgewood Partners) held 17 positions as of Mar 31, 2025, with the largest position at 9.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (17)

  1. 1TSMTaiwan Semiconductor-sp Adr
    % port
    9.3%
    now 9.0%
  2. 2METAMeta Platforms Inc-class A
    % port
    9.2%
    now 7.8%
  3. 3GOOGLAlphabet Inc-cl A
    % port
    8.3%
    -0.9pp vs prior Qnow 9.2%
  4. 4AAPLApple Inc
    % port
    7.1%
    -1.0pp vs prior Q
  5. 5MSFTMicrosoft Corp
    % port
    7.0%
    +1.6pp vs prior Qnow 5.7%
  6. 6VVisa Inc-class A Shares
    % port
    6.4%
    -1.1pp vs prior Qnow 5.2%
  7. 7CPRTCopart Inc
    % port
    6.1%
    +0.6pp vs prior Qnow 3.2%
  8. 8BKNGBooking Holdings Inc
    % port
    6.1%
    +0.4pp vs prior Qnow 4.8%
  9. 9TSCOTractor Supply Company
    % port
    5.0%
    now 4.3%
  10. 10MSIMotorola Solutions Inc
    % port
    4.7%
    -0.4pp vs prior Qnow 6.1%
  11. 11CDWCdw Corp/de
    % port
    4.4%
    +1.3pp vs prior Qnow 3.6%
  12. 12URIUnited Rentals Inc
    % port
    3.6%
    now 3.8%
  13. 13SPGIS&p Global Inc
    % port
    3.5%
    +1.2pp vs prior Qnow 2.8%
  14. 14ORLYO'reilly Automotive Inc
    % port
    3.4%
    +1.4pp vs prior Q
  15. 15EWEdwards Lifesciences Corp
    % port
    3.0%
    -2.0pp vs prior Qnow 2.8%
  16. 16ODFLOld Dominion Freight Line
    % port
    2.8%
    +0.9pp vs prior Qnow 4.6%
  17. 17IWFIshares Russell 1000 Growth
    % port
    0.6%
    +0.3pp vs prior Qnow 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.