Wedgewood Partners (David Rolfe)Superinvestor
About Wedgewood Partners (David Rolfe)’s 13F portfolio
Wedgewood Partners (David Rolfe) is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Wedgewood Partners (David Rolfe) reported $484.3M across 22 US-listed positions (). Its largest position is ALPHABET INC (GOOGL) at 9.2% of the reported book, and its ten biggest holdings make up 64% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  GOOGL ALPHABET INC | $326.56 +2.13% | 9.2% | 156K | $44.8M |
| 2 |  TSM TAIWAN SEMICONDUCTOR MANUFAC | $399.09 −1.07% | 9.0% | 129K | $43.7M |
| 3 |  META META PLATFORMS INC | $593.87 −0.22% | 7.8% | 66K | $37.6M |
| 4 |  AAPL APPLE INC | $336.91 +1.17% | 7.1% | 135K | $34.3M |
| 5 |  MSI MOTOROLA SOLUTIONS INC | $423.80 +1.43% | 6.1% | 68K | $29.5M |
| 6 |  MSFT MICROSOFT CORP | $389.10 +1.94% | 5.7% | 74K | $27.4M |
| 7 |  V VISA INC | $362.53 +1.91% | 5.2% | 83K | $25.1M |
| 8 |  BKNG BOOKING HOLDINGS INC | $186.79 +5.26% | 4.8% | 6K | $23.2M |
| 9 |  ODFL OLD DOMINION FREIGHT LINE IN | $226.77 −2.67% | 4.6% | 114K | $22.3M |
| 10 |  AMZN AMAZON COM INC | $231.39 −0.31% | 4.3% | 100K | $20.8M |
| 11 |  TSCO TRACTOR SUPPLY CO | $31.80 +2.51% | 4.3% | 456K | $20.7M |
| 12 |  URI UNITED RENTALS INC | $1,127.91 −1.20% | 3.8% | 25K | $18.4M |
| 13 |  CB CHUBB LTD SWITZ | $358.91 −0.23% | 3.6% | 54K | $17.6M |
| 14 |  CDW CDW CORP | $138.04 +3.15% | 3.6% | 145K | $17.5M |
| 15 |  PGR PROGRESSIVE CORP | $215.76 +0.90% | 3.4% | 83K | $16.5M |
| 16 |  ORLY OREILLY AUTOMOTIVE INC | $90.59 +3.65% | 3.4% | 178K | $16.5M |
| 17 |  CPRT COPART INC | $29.79 +6.62% | 3.2% | 463K | $15.4M |
| 18 |  SPGI S&P GLOBAL INC | $439.83 +3.15% | 2.8% | 32K | $13.8M |
| 19 |  EW EDWARDS LIFESCIENCES CORP | $83.04 +0.50% | 2.8% | 171K | $13.7M |
| 20 |  ZTS ZOETIS INC | $76.92 +2.08% | 2.8% | 114K | $13.4M |
| 21 |  TOL TOLL BROTHERS INC | $151.01 +0.76% | 2.5% | 88K | $12.0M |
| 22 |  IWF ISHARES TR | $117.13 −0.44% | 0.0% | 524 | $223K |
Showing the 22 largest positions reported in this 13F.
Tiles are sized by portfolio weight and coloured by sector; the “est.” figure on each tile is the estimated dividend- and split-adjusted return since the first reported quarter — not the manager’s profit or cost basis.
“Est. return” = estimated dividend/split-adjusted return since the first reported quarter — not the manager’s profit or cost basis.
- Technology31%
- Consumer Cyclical19%
- Communication Services17%
- Financial Services15%
- Industrials12%
- Healthcare5.6%
- Unclassified0.0%
How this return is calculated
Estimated dividend- and split-adjusted return from the end of the first consecutive reported quarter in which the current holding appears in Bullish Whales’ 13F history, through the manager’s latest reported quarter. Current disclosed holdings only. Start dates differ by holding, changes in position size are not modeled, and positions no longer reported are excluded. Not the manager’s cost basis, purchase date, realized profit or loss, live performance, or portfolio performance.
- AddedAMZNAMAZON COM INC+71.5%$20.8M
- NewPGRPROGRESSIVE CORP—$16.5M
- AddedZTSZOETIS INC+8.4%$13.4M
- NewTOLTOLL BROTHERS INC—$12.0M
- ReducedGOOGLALPHABET INC−5.0%$44.8M
- ReducedTSMTAIWAN SEMICONDUCTOR MANUFAC−30.0%$43.7M
- ReducedMETAMETA PLATFORMS INC−4.8%$37.6M
- ReducedAAPLAPPLE INC−5.5%$34.3M
- ReducedMSIMOTOROLA SOLUTIONS INC−5.3%$29.5M
- ReducedMSFTMICROSOFT CORP−4.6%$27.4M
- ReducedVVISA INC−4.8%$25.1M
- ReducedBKNGBOOKING HOLDINGS INC−5.2%$23.2M
- ReducedODFLOLD DOMINION FREIGHT LINE IN−5.1%$22.3M
- ReducedTSCOTRACTOR SUPPLY CO−5.2%$20.7M
Reading Wedgewood Partners (David Rolfe)’s 13F portfolio
Wedgewood Partners (David Rolfe)’s $484.3M 13F book is spread across 22 reported positions and is highly concentrated — its ten largest positions alone are 64% of the portfolio. A book this concentrated means a small group of names drives most of its performance. Its five largest positions are GOOGL, TSM, META, AAPL and MSI, led by ALPHABET INC (GOOGL) at 9.2% of the portfolio. The heaviest sector exposure is Technology (31%), then Consumer Cyclical (19%).
What Wedgewood Partners (David Rolfe) changed last quarter
Between 2025-12-31 and Q1 2026, Wedgewood Partners (David Rolfe) was a net seller: it opened 2 new positions and added to 2 more, while trimming 18 and closing 1 outright. Against a 22-name book, that is moderate turnover, pointing to steady rotation within the portfolio. Its largest new or increased position was AMAZON COM INC (AMZN), and its biggest reduction was ALPHABET INC (GOOGL).
What a 13F does and doesn’t reveal
A 13F captures only Wedgewood Partners (David Rolfe)’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Wedgewood Partners (David Rolfe) is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Wedgewood Partners (David Rolfe)'s profile on this page is built directly from those filings.
How current is the 13F data on Wedgewood Partners (David Rolfe)'s page?
It reflects Wedgewood Partners (David Rolfe)'s most recently filed 13F, currently the quarter ending Q1 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Wedgewood Partners (David Rolfe) files its next quarterly report, this page refreshes automatically.
Can I see Wedgewood Partners (David Rolfe)'s complete list of holdings?
This page highlights Wedgewood Partners (David Rolfe)'s largest positions rather than all 22 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Wedgewood Partners (David Rolfe)'s filings.
Does a 13F show everything Wedgewood Partners (David Rolfe) owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Wedgewood Partners (David Rolfe)'s book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Wedgewood Partners (David Rolfe) made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.