David Rolfe — Portfolio & Holdings
David Rolfe of Wedgewood Partners manages $484M across 18 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | David Rolfe |
|---|---|
| Firm | Wedgewood Partners |
| Assets Under Management (13F) | $484M |
| Number of Positions | 18 |
| Reporting Period | Q2 2026 |
Top Holdings
David Rolfe's largest reported holdings: TSM, GOOGL, META, AAPL, MSFT, AMZN, V, MSI, ODFL, BKNG.
All 18 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing | 10.40% | $50.4M | Reduced 18.44% |
| 2 | GOOGL | Alphabet Inc. | 9.39% | $45.5M | Reduced 18.28% |
| 3 | META | Meta Platforms, Inc. | 8.89% | $43.1M | Added 16.21% |
| 4 | AAPL | Apple Inc. | 7.81% | $37.8M | Reduced 3.29% |
| 5 | MSFT | Microsoft | 6.89% | $33.4M | Added 21.10% |
| 6 | AMZN | Amazon | 6.66% | $32.3M | Added 35.57% |
| 7 | V | Visa | 6.32% | $30.6M | Added 7.44% |
| 8 | MSI | Motorola Solutions, Inc. | 5.63% | $27.3M | Reduced 3.38% |
| 9 | ODFL | Old Dominion Freight Line | 4.93% | $23.9M | Reduced 3.21% |
| 10 | BKNG | Booking Holdings Inc. | 4.91% | $23.8M | New position |
| 11 | PGR | Progressive | 4.79% | $23.2M | Added 27.48% |
| 12 | CB | Chubb Ltd | 4.79% | $23.2M | Added 26.26% |
| 13 | URI | United Rentals | 3.91% | $19.0M | Reduced 33.58% |
| 14 | ORLY | O Reilly Automotive | 3.28% | $15.9M | Reduced 3.22% |
| 15 | EW | Edwards Lifesciences Corp | 3.08% | $14.9M | Reduced 3.37% |
| 16 | TOL | Toll Brothers, Inc. | 3.08% | $14.9M | Added 2.59% |
| 17 | SPGI | S&P Global Inc. | 2.63% | $12.8M | Reduced 3.19% |
| 18 | CPRT | Copart | 2.61% | $12.6M | Reduced 3.24% |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:50 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:50 UTC. This page is informational and not investment advice.
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