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← David Rolfe

David Rolfe's 2025Q2 portfolio

David Rolfe (Wedgewood Partners) held 17 positions as of Jun 30, 2025, with the largest position at 10.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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 Jun 30, 2025 (17)

  1. 1METAMeta Platforms Inc-class A
    % port
    10.3%
    +1.1pp vs prior Qnow 7.8%
  2. 2TSMTaiwan Semiconductor-sp Adr
    % port
    9.2%
    -0.1pp vs prior Qnow 9.0%
  3. 3MSFTMicrosoft Corp
    % port
    8.0%
    +0.9pp vs prior Qnow 5.7%
  4. 4GOOGLAlphabet Inc-cl A
    % port
    7.6%
    -0.6pp vs prior Qnow 9.2%
  5. 5AAPLApple Inc
    % port
    6.4%
    -0.7pp vs prior Qnow 7.1%
  6. 6BKNGBooking Holdings Inc
    % port
    6.0%
    now 4.8%
  7. 7VVisa Inc-class A Shares
    % port
    5.7%
    -0.8pp vs prior Qnow 5.2%
  8. 8TSCOTractor Supply Company
    % port
    5.5%
    +0.5pp vs prior Qnow 4.3%
  9. 9MSIMotorola Solutions Inc
    % port
    4.7%
    now 6.1%
  10. 10URIUnited Rentals Inc
    % port
    4.4%
    +0.8pp vs prior Qnow 3.8%
  11. 11CPRTCopart Inc
    % port
    4.3%
    -1.9pp vs prior Qnow 3.2%
  12. 12CDWCdw Corp/de
    % port
    3.9%
    -0.5pp vs prior Qnow 3.6%
  13. 13SPGIS&p Global Inc
    % port
    3.7%
    +0.1pp vs prior Qnow 2.8%
  14. 14ORLYO'reilly Automotive Inc
    % port
    3.6%
    +0.3pp vs prior Qnow 3.4%
  15. 15ZTSZoetis Inc
    % port
    3.6%
    now 2.8%
  16. 16EWEdwards Lifesciences Corp
    % port
    2.8%
    -0.2pp vs prior Q
  17. 17ODFLOld Dominion Freight Line
    % port
    2.4%
    -0.5pp vs prior Qnow 4.6%

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.