David Rolfe · Wedgewood Partners Inc.
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 19 |
| Portfolio value: | $508M |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| TSM · Taiwan Semiconductor Mfg Ltd. | 9.21 | New | 236,828 | $197.49 | $46,771,149 | $411.68 | +108.46% | $184.61 | $420.00 |
| GOOGL · Alphabet Inc. | 9.21 | New | 247,035 | $189.30 | $46,763,659 | $400.71 | +111.68% | $156.16 | $402.00 |
| META · Meta Platforms, Inc. | 9.17 | New | 79,557 | $585.51 | $46,581,181 | $609.63 | +4.12% | $520.26 | $796.25 |
| AAPL · Apple Inc. | 8.08 | New | 163,857 | $250.42 | $41,033,180 | $293.26 | +17.11% | $193.46 | $294.76 |
| PYPL · Paypal Holdings, Inc. | 7.89 | New | 469,829 | $85.35 | $40,099,905 | $45.37 | -46.84% | $38.46 | $79.50 |
| V · Visa, Inc. | 7.54 | New | 121,199 | $316.04 | $38,303,600 | $318.79 | +0.87% | $293.89 | $375.51 |
| BKNG · Booking Holdings Inc. | 5.69 | New | 5,816 | $4968.63 | $28,897,558 | $165.99 | -96.66% | $150.62 | $233.58 |
| CPRT · Copart Inc. | 5.52 | New | 488,433 | $57.39 | $28,031,170 | $33.94 | -40.86% | $32.20 | $63.85 |
| UNH · Unitedhealth Group Inc. | 5.52 | New | 55,384 | $505.86 | $28,016,781 | $379.98 | -24.88% | $234.60 | $387.21 |
| MSFT · Microsoft Corp. | 5.41 | New | 65,219 | $421.50 | $27,489,780 | $415.06 | -1.53% | $356.28 | $555.45 |
| MSI · Motorola Solutions Inc. | 5.14 | New | 56,490 | $462.23 | $26,111,596 | $383.99 | -16.93% | $359.36 | $492.22 |
| TSCO · Tractor Supply Co. | 5.01 | New | 479,596 | $53.06 | $25,447,390 | $30.65 | -42.24% | $30.58 | $63.99 |
| EW · Edwards Lifesciences Corp. | 4.95 | New | 339,436 | $74.03 | $25,128,447 | $79.96 | +8.01% | $72.30 | $87.89 |
| CDW · Cdw Corp. | 3.10 | New | 90,447 | $174.04 | $15,741,469 | $104.79 | -39.79% | $104.41 | $192.30 |
| SPGI · S&P Global Inc. | 2.29 | New | 23,360 | $498.03 | $11,633,995 | $420.12 | -15.64% | $381.61 | $579.05 |
| POOL · Pool Corp. | 2.00 | New | 29,810 | $340.94 | $10,163,297 | $187.77 | -44.93% | $184.50 | $345.00 |
| ODFL · Old Dominion Freight Line In | 1.99 | New | 57,406 | $176.40 | $10,126,387 | $198.33 | +12.43% | $126.01 | $233.79 |
| ORLY · Oreilly Automotive Inc. | 1.98 | New | 8,464 | $1185.80 | $10,036,611 | $92.96 | -92.16% | $86.77 | $108.72 |
| 464287614 · Ishares Tr | 0.31 | New | 3,874 | $401.58 | $1,555,721 | — | — | — | — |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
7 sectors represented
Whales with similar holdings to David Rolfe
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
Coming soon
Curated press + commentary about David Rolfe arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com