David Rolfe's portfolio
Wedgewood Partners · SEC CIK 859804
Focused growth; own the moat, not the market.
This filing is 93 days old. Wedgewood Partners keeps roughly 92% of its positions in a typical quarter, so about 92% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 18 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $50.38M | 10.4% | |
| ALPHABET INC | GOOGL | $45.47M | 9.4% | |
| META PLATFORMS INC | META | $43.08M | 8.9% | |
| APPLE INC | AAPL | $37.81M | 7.8% | |
| MICROSOFT CORP | MSFT | $33.39M | 6.9% | |
| AMAZON COM INC | AMZN | $32.28M | 6.7% | |
| VISA INC | V | $30.60M | 6.3% | |
| MOTOROLA SOLUTIONS INC | MSI | $27.26M | 5.6% | |
| OLD DOMINION FREIGHT LINE IN | ODFL | $23.89M | 4.9% | |
| BOOKING HOLDINGS INC | BKNG | $23.77M | 4.9% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was META (shares up 16%), now $43.08M; the largest trim was TSM (shares down 18%); TSCO, CDW, ZTS no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Common questions
What are David Rolfe's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Wedgewood Partners are TSM (10.4% of the book), GOOGL (9.4% of the book), META (8.9% of the book).
How big is Wedgewood Partners's portfolio?
The latest 13F reports $484.43M across 18 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does David Rolfe still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Wedgewood Partners's own filing history, the fund keeps roughly 92% of positions in a typical quarter, so at 93 days since the period end roughly 92% of this book is likely intact. The snapshot half-life for this fund is about 770 days.
What did David Rolfe buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was META (shares up 16%), now $43.08M; the largest trim was TSM (shares down 18%); TSCO, CDW, ZTS no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Every 13F we hold, quarter by quarter
Each filing has its own page: the whole book as filed that quarter and what changed from the filing before.
Inside the app: the full book for Wedgewood Partners, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.