What David Rolfe Bought in Q2 2025
Wedgewood Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$515.2M
Total Value
19
Holdings
1
New Buys
13
Reduced
In Q2 2025, David Rolfe reported 19 long equity positions worth $515.2M in their Wedgewood Partners 13F filing, including 1 new positions (largest: ZOETIS INC at $18.7M) and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 68330 | $53.0M | 10.30% | -1.8% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 197500 | $47.2M | 9.16% | -16.6% |
| 3 | MSFT | MICROSOFT CORP | 76605 | $41.0M | 7.96% | -0.7% |
| 4 | GOOGL | ALPHABET INC | 201303 | $39.3M | 7.62% | -18.8% |
| 5 | AAPL | APPLE INC | 161857 | $32.9M | 6.39% | -2.0% |
| 6 | PYPL | PAYPAL HLDGS INC | 465841 | $31.7M | 6.15% | -1.7% |
| 7 | BKNG | BOOKING HOLDINGS INC | 5655 | $31.0M | 6.01% | -2.7% |
| 8 | V | VISA INC | 85603 | $29.3M | 5.69% | -4.6% |
| 9 | TSCO | TRACTOR SUPPLY CO | 472766 | $28.1M | 5.46% | -1.5% |
| 10 | MSI | MOTOROLA SOLUTIONS INC | 55591 | $24.5M | 4.75% | -1.8% |
| 11 | URI | UNITED RENTALS INC | 26063 | $22.6M | 4.39% | +5.0% |
| 12 | CPRT | COPART INC | 480291 | $22.0M | 4.26% | -1.7% |
| 13 | CDW | CDW CORP | 116123 | $20.0M | 3.88% | +0.7% |
| 14 | SPGI | S&P GLOBAL INC | 33482 | $18.9M | 3.66% | -1.8% |
| 15 | ORLY | OREILLY AUTOMOTIVE INC | 185210 | $18.8M | 3.64% | +1370.7% |
| 16 | ZTS | ZOETIS INC | 123343 | $18.7M | 3.63% | NEW |
| 17 | EW | EDWARDS LIFESCIENCES CORP | 178034 | $14.3M | 2.77% | -7.2% |
| 18 | ODFL | OLD DOMINION FREIGHT LINE IN | 85320 | $12.3M | 2.39% | +3.6% |
| 19 | POOL | POOL CORP | 31244 | $9.7M | 1.88% | +3.2% |