David Rolfe

Net selling

Wedgewood Partners Inc — managed by David Rolfe; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$484.3M（−10%）

Holdings22（+1）

Latest period2026-03-31

Top holdingAlphabet Inc

Portfolio overview

Wedgewood Partners Inc's most recent 13F filing, for the quarter ended 2026-03-31, reports 22 positions worth $484.3M. The top 5 holdings represent 39% of that value, a moderately concentrated portfolio.

The single largest position is Alphabet Inc at 9.2% of the portfolio, followed by Taiwan Semiconductor Manufac at 9.0% and Meta Platforms Inc at 7.8%.

Against the prior quarter, David Rolfe opened 2 new positions, exited 1, added to 2, and trimmed 18. The largest new buy was Progressive Corp. The most notable sale was the full exit from Paypal Hldgs Inc.

Across all 8 quarters on file, Alphabet Inc has appeared in every filing, as has Taiwan Semiconductor Manufac. Alphabet Inc currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction

Amazon Com IncAMZNBig new buy

Big add last quarter — 4.3% of the book.

Progressive CorpPGRBig new buy

Big new buy last quarter — 3.4% of the book.

Alphabet IncGOOGLCore · 8q

A core position held 8 quarters running.

Holdings

Security	Value	Shares	Weight (prev→now)
Alphabet IncGOOGL	$44.8M	155,701	9.6% → 9.2% ▼
Taiwan Semiconductor ManufacTSM	$43.7M	129,353	10.5% → 9.0% ▼
Meta Platforms IncMETA	$37.6M	65,805	8.5% → 7.8% ▼
Apple IncAAPL	$34.3M	135,128	7.3% → 7.1% ▼
Motorola Solutions IncMSI	$29.5M	67,941	5.1% → 6.1% ▼
Microsoft CorpMSFT	$27.4M	73,919	7.0% → 5.7% ▼
Visa IncV	$25.1M	83,010	5.7% → 5.2% ▼
Booking Holdings IncBKNG	$23.2M	5,517	5.8% → 4.8% ▼
Old Dominion Freight Line InODFL	$22.3M	113,941	3.5% → 4.6% ▼
Amazon Com IncAMZN	$20.8M	99,907	2.5% → 4.3% ▲
Tractor Supply CoTSCO	$20.7M	456,094	4.5% → 4.3% ▼
United Rentals IncURI	$18.4M	25,192	4.0% → 3.8% ▼
Chubb Ltd Switz	$17.6M	53,886	3.3% → 3.6% ▼
Cdw CorpCDW	$17.5M	144,870	3.9% → 3.6% ▼
Progressive CorpPGR	$16.5M	83,352	New · 3.4%
Oreilly Automotive IncORLY	$16.5M	178,397	3.2% → 3.4% ▼
Copart IncCPRT	$15.4M	462,749	3.6% → 3.2% ▼
S&P Global IncSPGI	$13.8M	32,371	3.3% → 2.8% ▼
Edwards Lifesciences Corp	$13.7M	170,969	2.9% → 2.8% ▼
Zoetis IncZTS	$13.4M	113,541	2.5% → 2.8% ▲
Toll Brothers IncTOL	$12.0M	88,275	New · 2.5%
Ishares TrIWF	$223,434	524	1.1% → 0.0% ▼

Alphabet IncGOOGL
Value$44.8MWeight (prev→now)9.6% → 9.2% ▼
Taiwan Semiconductor ManufacTSM
Value$43.7MWeight (prev→now)10.5% → 9.0% ▼
Meta Platforms IncMETA
Value$37.6MWeight (prev→now)8.5% → 7.8% ▼
Apple IncAAPL
Value$34.3MWeight (prev→now)7.3% → 7.1% ▼
Motorola Solutions IncMSI
Value$29.5MWeight (prev→now)5.1% → 6.1% ▼
Microsoft CorpMSFT
Value$27.4MWeight (prev→now)7.0% → 5.7% ▼
Visa IncV
Value$25.1MWeight (prev→now)5.7% → 5.2% ▼
Booking Holdings IncBKNG
Value$23.2MWeight (prev→now)5.8% → 4.8% ▼
Old Dominion Freight Line InODFL
Value$22.3MWeight (prev→now)3.5% → 4.6% ▼
Amazon Com IncAMZN
Value$20.8MWeight (prev→now)2.5% → 4.3% ▲
Tractor Supply CoTSCO
Value$20.7MWeight (prev→now)4.5% → 4.3% ▼
United Rentals IncURI
Value$18.4MWeight (prev→now)4.0% → 3.8% ▼
Chubb Ltd Switz
Value$17.6MWeight (prev→now)3.3% → 3.6% ▼
Cdw CorpCDW
Value$17.5MWeight (prev→now)3.9% → 3.6% ▼
Progressive CorpPGR
Value$16.5MWeight (prev→now)New · 3.4%
Oreilly Automotive IncORLY
Value$16.5MWeight (prev→now)3.2% → 3.4% ▼
Copart IncCPRT
Value$15.4MWeight (prev→now)3.6% → 3.2% ▼
S&P Global IncSPGI
Value$13.8MWeight (prev→now)3.3% → 2.8% ▼
Edwards Lifesciences Corp
Value$13.7MWeight (prev→now)2.9% → 2.8% ▼
Zoetis IncZTS
Value$13.4MWeight (prev→now)2.5% → 2.8% ▲
Toll Brothers IncTOL
Value$12.0MWeight (prev→now)New · 2.5%
Ishares TrIWF
Value$223,434Weight (prev→now)1.1% → 0.0% ▼

Exited this quarter (1)Paypal Hldgs Inc

Sources· SEC EDGAR 13F as of 2026-05-15

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