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David Rolfe

David Rolfe

Wedgewood Partners Inc

Value

535.5M

Stocks

21 Stocks (3 new)

Turnover

7.27%

CIK

859804

Top Holdings

TSM(10.48%) GOOGL(9.58%) META(8.52%) AAPL(7.26%) MSFT(7.00%)

About Investor

Established investor leading Wedgewood Partners Inc, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
TSM - TAIWAN SEMICONDUCTOR MFG LTD Information Technology 56.12M 184,661 10.48% -4,621 -2.44% 1,880,212M
GOOGL - ALPHABET INC Communication Services 51.30M 163,913 9.58% -43,319 -20.90% 3,657,770M
META - META PLATFORMS INC Communication Services 45.64M 69,135 8.52% -1,459 -2.07% 1,614,716M
AAPL - APPLE INC Information Technology 38.85M 142,920 7.26% -23,970 -14.36% 3,877,901M
MSFT - MICROSOFT CORP Information Technology 37.48M 77,496 7.00% -1,712 -2.16% 2,969,829M
BKNG - BOOKING HOLDINGS INC Consumer Discretionary 31.15M 5,817 5.82% -83 -1.41% 138,163M
V - VISA INC Financials 30.56M 87,151 5.71% -1,969 -2.21% 620,675M
MSI - MOTOROLA SOLUTIONS INC Information Technology 27.49M 71,724 5.13% 14,167 24.61% 74,933M
TSCO - TRACTOR SUPPLY CO Consumer Discretionary 24.06M 481,023 4.49% -8,887 -1.81% 27,546M
URI - UNITED RENTALS INC Industrials 21.46M 26,514 4.01% -411 -1.53% 55,653M
CDW - CDW CORP Information Technology 20.68M 151,871 3.86% 31,347 26.01% 16,293M
CPRT - COPART INC Industrials 19.03M 486,085 3.55% -10,935 -2.20% 36,199M
ODFL - OLD DOMINION FREIGHT LINE IN Industrials 18.82M 120,051 3.52% 31,504 35.58% 40,726M
SPGI - S&P GLOBAL INC Financials 17.64M 33,764 3.30% -960 -2.76% 127,452M
CB - CHUBB LIMITED Financials 17.64M 56,526 3.29% 56,526 New Buy 129,888M
ORLY - OREILLY AUTOMOTIVE INC Consumer Discretionary 17.21M 188,726 3.21% -2,942 -1.53% 78,080M
EW - EDWARDS LIFESCIENCES CORP Health Care 15.42M 180,882 2.88% -3,819 -2.07% 46,246M
AMZN - AMAZON COM INC Consumer Discretionary 13.45M 58,266 2.51% 58,266 New Buy 2,196,633M
ZTS - ZOETIS INC Health Care 13.17M 104,701 2.46% -22,821 -17.90% 56,470M
PYPL - PAYPAL HLDGS INC Financials 12.60M 215,900 2.35% -268,751 -55.45% 38,895M
IWF - ISHARES TR Other 5.69M 12,019 1.06% 12,019 New Buy 128,055M

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