What David Rolfe Bought in Q3 2025
Wedgewood Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$547.9M
Total Value
19
Holdings
0
New Buys
1
Reduced
In Q3 2025, David Rolfe reported 19 long equity positions worth $547.9M in their Wedgewood Partners 13F filing and 18 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 189282 | $52.9M | 9.65% | -4.2% |
| 2 | META | META PLATFORMS INC | 70594 | $51.8M | 9.46% | +3.3% |
| 3 | GOOGL | ALPHABET INC | 207232 | $50.4M | 9.19% | +2.9% |
| 4 | AAPL | APPLE INC | 166890 | $42.5M | 7.76% | +3.1% |
| 5 | MSFT | MICROSOFT CORP | 79208 | $41.0M | 7.49% | +3.4% |
| 6 | PYPL | PAYPAL HLDGS INC | 484651 | $32.5M | 5.93% | +4.0% |
| 7 | BKNG | BOOKING HOLDINGS INC | 5900 | $31.9M | 5.81% | +4.3% |
| 8 | V | VISA INC | 89120 | $30.4M | 5.55% | +4.1% |
| 9 | TSCO | TRACTOR SUPPLY CO | 489910 | $27.9M | 5.09% | +3.6% |
| 10 | MSI | MOTOROLA SOLUTIONS INC | 57557 | $26.3M | 4.80% | +3.5% |
| 11 | URI | UNITED RENTALS INC | 26925 | $25.7M | 4.69% | +3.3% |
| 12 | CPRT | COPART INC | 497020 | $22.4M | 4.08% | +3.5% |
| 13 | ORLY | OREILLY AUTOMOTIVE INC | 191668 | $20.7M | 3.77% | +3.5% |
| 14 | CDW | CDW CORP | 120524 | $19.2M | 3.50% | +3.8% |
| 15 | ZTS | ZOETIS INC | 127522 | $18.7M | 3.41% | +3.4% |
| 16 | SPGI | S&P GLOBAL INC | 34724 | $16.9M | 3.08% | +3.7% |
| 17 | EW | EDWARDS LIFESCIENCES CORP | 184701 | $14.4M | 2.62% | +3.7% |
| 18 | ODFL | OLD DOMINION FREIGHT LINE IN | 88547 | $12.5M | 2.28% | +3.8% |
| 19 | POOL | POOL CORP | 32322 | $10.0M | 1.83% | +3.5% |