Wedgewood Partners (David Rolfe)

Few positions, quality growing companies.

What David Rolfe held at Q2 2026: 18 positions, the largest TSM +10.4 %, GOOGL +9.4 %, META +8.9 %, AAPL +7.8 %, MSFT +6.9 %. Changes against the quarter before.

• TSM – +10.4 %
• GOOGL – +9.4 %
• META – +8.9 %
• AAPL – +7.8 %
• MSFT – +6.9 %
• AMZN – +6.7 %
• V – +6.3 %
• MSI – +5.6 %
• ODFL – +4.9 %
• BKNG – +4.9 %
• PGR – +4.8 %
• CB – +4.8 %
• URI – +3.9 %
• ORLY – +3.3 %
• EW – +3.1 %
• TOL – +3.1 %
• SPGI – +2.6 %
• CPRT – +2.6 %