What David Rolfe Bought in Q2 2026
Wedgewood Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$484.4M
Total Value
18
Holdings
0
New Buys
13
Reduced
In Q2 2026, David Rolfe reported 18 long equity positions worth $484.4M in their Wedgewood Partners 13F filing and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 105499 | $50.4M | 10.40% | -18.4% |
| 2 | GOOGL | ALPHABET INC | 127237 | $45.5M | 9.39% | -18.3% |
| 3 | META | META PLATFORMS INC | 76471 | $43.1M | 8.89% | +16.2% |
| 4 | AAPL | APPLE INC | 130682 | $37.8M | 7.81% | -3.3% |
| 5 | MSFT | MICROSOFT CORP | 89518 | $33.4M | 6.89% | +21.1% |
| 6 | AMZN | AMAZON COM INC | 135440 | $32.3M | 6.66% | 35.6% |
| 7 | V | VISA INC | 89188 | $30.6M | 6.32% | +7.4% |
| 8 | MSI | MOTOROLA SOLUTIONS INC | 65643 | $27.3M | 5.63% | -3.4% |
| 9 | ODFL | OLD DOMINION FREIGHT LINE IN | 110288 | $23.9M | 4.93% | -3.2% |
| 10 | BKNG | BOOKING HOLDINGS INC | 133351 | $23.8M | 4.91% | 2317.1% |
| 11 | PGR | PROGRESSIVE CORP | 106261 | $23.2M | 4.79% | 27.5% |
| 12 | CB | CHUBB LIMITED | 68039 | $23.2M | 4.79% | +26.3% |
| 13 | URI | UNITED RENTALS INC | 16732 | $19.0M | 3.91% | -33.6% |
| 14 | ORLY | OREILLY AUTOMOTIVE INC | 172645 | $15.9M | 3.28% | -3.2% |
| 15 | EW | EDWARDS LIFESCIENCES CORP | 165208 | $14.9M | 3.08% | -3.4% |
| 16 | TOL | TOLL BROTHERS INC | 90562 | $14.9M | 3.08% | +2.6% |
| 17 | SPGI | S&P GLOBAL INC | 31339 | $12.8M | 2.63% | -3.2% |
| 18 | CPRT | COPART INC | 447748 | $12.6M | 2.61% | -3.2% |