What David Rolfe Bought in Q1 2024
Wedgewood Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$499.8M
Total Value
19
Holdings
0
New Buys
0
Reduced
In Q1 2024, David Rolfe reported 19 long equity positions worth $499.8M in their Wedgewood Partners 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 267624 | $46.2M | 9.24% | — |
| 2 | META | META PLATFORMS INC | 85922 | $41.4M | 8.28% | — |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 253667 | $39.5M | 7.90% | — |
| 4 | V | VISA INC | 131401 | $37.0M | 7.40% | — |
| 5 | AAPL | APPLE INC | 178374 | $33.8M | 6.77% | — |
| 6 | PYPL | PAYPAL HLDGS INC | 513797 | $32.8M | 6.57% | — |
| 7 | UNH | UNITEDHEALTH GROUP INC | 60193 | $31.2M | 6.23% | — |
| 8 | MSFT | MICROSOFT CORP | 70615 | $29.9M | 5.98% | — |
| 9 | MSI | MOTOROLA SOLUTIONS INC | 80324 | $29.3M | 5.87% | — |
| 10 | CPRT | COPART INC | 527209 | $29.2M | 5.83% | — |
| 11 | TSCO | TRACTOR SUPPLY CO | 103684 | $28.6M | 5.72% | — |
| 12 | BKNG | BOOKING HOLDINGS INC | 6289 | $23.9M | 4.77% | — |
| 13 | EW | EDWARDS LIFESCIENCES CORP | 245451 | $22.1M | 4.43% | — |
| 14 | CDW | CDW CORP | 98610 | $22.0M | 4.41% | — |
| 15 | POOL | POOL CORP | 34316 | $13.1M | 2.63% | — |
| 16 | ODFL | OLD DOMINION FREIGHT LINE IN | 62254 | $11.4M | 2.29% | — |
| 17 | SPGI | S&P GLOBAL INC | 25151 | $11.0M | 2.19% | — |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | 9098 | $9.2M | 1.84% | — |
| 19 | TPL | TEXAS PACIFIC LAND CORPORATI | 13699 | $8.2M | 1.65% | — |