David Rolfe · Wedgewood Partners Inc.
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 20 |
| Portfolio value: | $496M |
Viewing historical Q1 2025 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. | 9.29 | Reduce 0.01% | 236,813 | $194.76 | $46,121,612 | $411.68 | +111.38% | $184.61 | $420.00 |
| META · Meta Platforms, Inc. | 9.24 | Reduce 12.57% | 69,553 | $659.36 | $45,860,270 | $609.63 | -7.54% | $520.26 | $796.25 |
| GOOGL · Alphabet Inc. | 8.26 | Add 0.36% | 247,928 | $165.37 | $40,999,889 | $400.71 | +142.31% | $156.16 | $402.00 |
| AAPL · Apple Inc. | 7.06 | Add 0.75% | 165,093 | $212.33 | $35,054,147 | $293.26 | +38.11% | $193.46 | $294.76 |
| MSFT · Microsoft Corp. | 7.04 | Add 18.31% | 77,161 | $452.94 | $34,949,393 | $415.06 | -8.36% | $356.28 | $555.45 |
| PYPL · Paypal Holdings, Inc. | 6.94 | Add 0.84% | 473,775 | $72.68 | $34,433,967 | $45.37 | -37.58% | $38.46 | $79.50 |
| V · Visa, Inc. | 6.44 | Reduce 26.00% | 89,688 | $356.46 | $31,970,169 | $318.79 | -10.57% | $293.89 | $375.51 |
| CPRT · Copart Inc. | 6.14 | Reduce 0.01% | 488,407 | $62.42 | $30,486,365 | $33.94 | -45.63% | $32.20 | $63.85 |
| BKNG · Booking Holdings Inc. | 6.11 | Reduce 0.09% | 5,811 | $5216.79 | $30,314,781 | $165.99 | -96.82% | $150.62 | $233.58 |
| TSCO · Tractor Supply Co. | 4.97 | Add 0.10% | 480,065 | $51.38 | $24,665,742 | $30.65 | -40.35% | $30.58 | $63.99 |
| MSI · Motorola Solutions Inc. | 4.73 | Add 0.18% | 56,589 | $415.20 | $23,495,755 | $383.99 | -7.52% | $359.36 | $492.22 |
| CDW · Cdw Corp. | 4.40 | Add 27.44% | 115,264 | $189.36 | $21,826,401 | $104.79 | -44.66% | $104.41 | $192.30 |
| URI · United Rentals Inc. | 3.57 | New | 24,829 | $713.35 | $17,711,838 | $937.00 | +31.35% | $681.98 | $1021.47 |
| SPGI · S&P Global Inc. | 3.52 | Add 45.94% | 34,091 | $511.94 | $17,452,625 | $420.12 | -17.94% | $381.61 | $579.05 |
| ORLY · Oreilly Automotive Inc. | 3.36 | Add 48.78% | 12,593 | $1325.73 | $16,694,918 | $92.96 | -92.99% | $86.77 | $108.72 |
| EW · Edwards Lifesciences Corp. | 2.97 | Reduce 43.49% | 191,818 | $76.75 | $14,722,032 | $79.96 | +4.18% | $72.30 | $87.89 |
| ODFL · Old Dominion Freight Line In | 2.85 | Add 43.49% | 82,371 | $171.65 | $14,138,999 | $198.33 | +15.54% | $126.01 | $233.79 |
| POOL · Pool Corp. | 1.88 | Add 1.56% | 30,276 | $309.02 | $9,355,845 | $187.77 | -39.24% | $184.50 | $345.00 |
| UNH · Unitedhealth Group Inc. | 0.64 | Reduce 81.40% | 10,302 | $308.01 | $3,173,119 | $379.98 | +23.37% | $234.60 | $387.21 |
| 464287614 · Ishares Tr | 0.61 | Add 95.87% | 7,588 | $399.62 | $3,032,317 | — | — | — | — |
* 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
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