What David Rolfe Bought in Q3 2024
Wedgewood Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$550.8M
Total Value
19
Holdings
0
New Buys
17
Reduced
In Q3 2024, David Rolfe reported 19 long equity positions worth $550.8M in their Wedgewood Partners 13F filing and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 82848 | $48.1M | 8.72% | -1.1% |
| 2 | GOOGL | ALPHABET INC | 257523 | $46.1M | 8.36% | -1.3% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 246132 | $45.9M | 8.34% | -0.7% |
| 4 | PYPL | PAYPAL HLDGS INC | 495384 | $43.3M | 7.85% | -1.6% |
| 5 | V | VISA INC | 126638 | $39.2M | 7.12% | -1.3% |
| 6 | AAPL | APPLE INC | 171782 | $38.7M | 7.02% | -1.0% |
| 7 | UNH | UNITEDHEALTH GROUP INC | 58035 | $35.2M | 6.38% | -1.5% |
| 8 | BKNG | BOOKING HOLDINGS INC | 6087 | $30.4M | 5.51% | -0.9% |
| 9 | CPRT | COPART INC | 509939 | $29.5M | 5.36% | -1.2% |
| 10 | MSI | MOTOROLA SOLUTIONS INC | 59109 | $29.4M | 5.33% | -2.0% |
| 11 | MSFT | MICROSOFT CORP | 67884 | $28.9M | 5.24% | -1.6% |
| 12 | TSCO | TRACTOR SUPPLY CO | 99957 | $27.9M | 5.06% | +-1.6% |
| 13 | EW | EDWARDS LIFESCIENCES CORP | 359257 | $23.9M | 4.34% | +1.4% |
| 14 | TPL | TEXAS PACIFIC LAND CORPORATI | 13191 | $18.0M | 3.27% | -1.3% |
| 15 | CDW | CDW CORP | 95851 | $17.8M | 3.24% | -0.7% |
| 16 | ODFL | OLD DOMINION FREIGHT LINE IN | 60328 | $13.6M | 2.47% | -0.8% |
| 17 | SPGI | S&P GLOBAL INC | 24382 | $12.4M | 2.26% | -1.1% |
| 18 | POOL | POOL CORP | 33532 | $11.8M | 2.14% | -0.7% |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | 8822 | $10.9M | 1.98% | -0.7% |