Up to 60% off Profit Pro - Limited Time Offer!

Winter Sale

Up to 60% off Profit Pro - Limited Time Offer!

60% off Profit Pro - Limited Time Offer!

David Rolfe

Wedgewood Partners Inc

CIK

859804

Investor and portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with strong competitive advantages.

30 Dec 2024

Last Update

AUM

$550.83M

Holdings

ROI %

19.84%

QoQ%

-3.03%

Avg. Holding Period

David Rolfe

Overview

Stock Insights

Activity

Filings

Overview Stock Insights Activity Filings

Sector Breakdown

Top Investments

Recent Activity

Get Full Access with Profit PRO

Discover the most recent trades made by this Billionaire

Sold

7.8K

shares of

PYPL

for

$87.31

Sold

1.2K

shares of

MSI

for

$496.70

Sold

3.3K

shares of

GOOGL

for

$178.88

Sold

940

shares of

META

for

$580.00

Sold

885

shares of

UNH

for

$605.87

Sold

1.7K

shares of

for

$309.48

Performance

Holdings

S&P 500

Stocks

Options

META

Meta Platforms Inc.

82.85K

$48.05M

8.72%

-940

-1.12%

$193.61(199.57%)

$580

30 Sep 2024

GOOGL

Alphabet Inc Class A

257.52K

$46.07M

8.36%

-3.33K

-1.28%

$46.44(285.19%)

$178.88

30 Sep 2024

TSM

Taiwan Semiconductor Manufacturing

246.13K

$45.94M

8.34%

-1.66K

-0.67%

$110.39(69.09%)

$186.66

30 Sep 2024

PYPL

PayPal Holdings Inc

495.38K

$43.25M

7.85%

-7.83K

-1.56%

$66.75(30.80%)

$87.31

30 Sep 2024

Visa Inc. Class A

126.64K

$39.19M

7.12%

-1.72K

-1.34%

$130.26(137.59%)

$309.48

30 Sep 2024

AAPL

Apple Inc

171.78K

$38.67M

7.02%

-1.76K

-1.01%

$18.98(1086.09%)

$225.12

30 Sep 2024

UNH

UnitedHealth Group Incorporated

58.03K

$35.16M

6.38%

-885

-1.50%

$440.76(37.46%)

$605.87

30 Sep 2024

PCLN

Booking Holdings Inc

6.09K

$30.36M

5.51%

-58

-0.94%

$1.69K(195.24%)

$4.99K

30 Sep 2024

CPRT

Copart Inc

509.94K

$29.54M

5.36%

-6.24K

-1.21%

$23.76(143.81%)

$57.93

30 Sep 2024

MSI

Motorola Solutions Inc

59.11K

$29.36M

5.33%

-1.23K

-2.04%

$167.54(196.47%)

$496.7

30 Sep 2024

MSFT

Microsoft Corporation

67.88K

$28.86M

5.24%

-1.09K

-1.57%

$194.27(118.87%)

$425.2

30 Sep 2024

TSCO

Tractor Supply Company

499.79K

$27.86M

5.06%

-8.15K

-1.61%

$14.23(291.78%)

$55.75

30 Sep 2024

Edwards Lifesciences Corp

359.26K

$23.9M

4.34%

4.83K

1.36%

$52.47(26.78%)

$66.52

30 Sep 2024

TPL

Texas Pacific Land Trust

13.19K

$18.02M

3.27%

-172

-1.29%

$420.43(225.00%)

$1.37K

30 Sep 2024

CDW

CDW Corp

95.85K

$17.83M

3.24%

-628

-0.65%

$127.83(45.51%)

$186.01

30 Sep 2024

ODFL

Old Dominion Freight Line Inc

60.33K

$13.61M

2.47%

-502

-0.83%

$75.68(198.10%)

$225.6

30 Sep 2024

SPGI

S&P Global Inc

24.38K

$12.44M

2.26%

-262

-1.06%

$273.05(86.89%)

$510.29

30 Sep 2024

POOL

Pool Corporation

33.53K

$11.78M

2.14%

-227

-0.67%

$348.35(0.82%)

$351.19

30 Sep 2024

ORLY

O’Reilly Automotive Inc

8.82K

$10.93M

1.98%

-65

-0.73%

$908.86(36.30%)

$1.24K

30 Sep 2024

What are you waiting for?Start making profit today

Tools

Plans

Markets

Resources

Compare

Profit mobile app

Discover the world of finance in your pocket

2024

Stocks

Options

META

Meta Platforms Inc.

82.85K

$48.05M

8.72%

-940

-1.12%

$193.61(199.57%)

$580

30 Sep 2024

GOOGL

Alphabet Inc Class A

257.52K

$46.07M

8.36%

-3.33K

-1.28%

$46.44(285.19%)

$178.88

30 Sep 2024

TSM

Taiwan Semiconductor Manufacturing

246.13K

$45.94M

8.34%

-1.66K

-0.67%

$110.39(69.09%)

$186.66

30 Sep 2024

PYPL

PayPal Holdings Inc

495.38K

$43.25M

7.85%

-7.83K

-1.56%

$66.75(30.80%)

$87.31

30 Sep 2024

Visa Inc. Class A

126.64K

$39.19M

7.12%

-1.72K

-1.34%

$130.26(137.59%)

$309.48

30 Sep 2024

AAPL

Apple Inc

171.78K

$38.67M

7.02%

-1.76K

-1.01%

$18.98(1086.09%)

$225.12

30 Sep 2024

UNH

UnitedHealth Group Incorporated

58.03K

$35.16M

6.38%

-885

-1.50%

$440.76(37.46%)

$605.87

30 Sep 2024

PCLN

Booking Holdings Inc

6.09K

$30.36M

5.51%

-58

-0.94%

$1.69K(195.24%)

$4.99K

30 Sep 2024

CPRT

Copart Inc

509.94K

$29.54M

5.36%

-6.24K

-1.21%

$23.76(143.81%)

$57.93

30 Sep 2024

MSI

Motorola Solutions Inc

59.11K

$29.36M

5.33%

-1.23K

-2.04%

$167.54(196.47%)

$496.7

30 Sep 2024

MSFT

Microsoft Corporation

67.88K

$28.86M

5.24%

-1.09K

-1.57%

$194.27(118.87%)

$425.2

30 Sep 2024

TSCO

Tractor Supply Company

499.79K

$27.86M

5.06%

-8.15K

-1.61%

$14.23(291.78%)

$55.75

30 Sep 2024

Edwards Lifesciences Corp

359.26K

$23.9M

4.34%

4.83K

1.36%

$52.47(26.78%)

$66.52

30 Sep 2024

TPL

Texas Pacific Land Trust

13.19K

$18.02M

3.27%

-172

-1.29%

$420.43(225.00%)

$1.37K

30 Sep 2024

CDW

CDW Corp

95.85K

$17.83M

3.24%

-628

-0.65%

$127.83(45.51%)

$186.01

30 Sep 2024

ODFL

Old Dominion Freight Line Inc

60.33K

$13.61M

2.47%

-502

-0.83%

$75.68(198.10%)

$225.6

30 Sep 2024

SPGI

S&P Global Inc

24.38K

$12.44M

2.26%

-262

-1.06%

$273.05(86.89%)

$510.29

30 Sep 2024

POOL

Pool Corporation

33.53K

$11.78M

2.14%

-227

-0.67%

$348.35(0.82%)

$351.19

30 Sep 2024

ORLY

O’Reilly Automotive Inc

8.82K

$10.93M

1.98%

-65

-0.73%

$908.86(36.30%)

$1.24K

30 Sep 2024

Get Full Access with Profit PRO

Discover the most recent trades made by this Billionaire

Sold

7.8K

shares of

PYPL

for

$87.31

Sold

1.2K

shares of

MSI

for

$496.70

Sold

3.3K

shares of

GOOGL

for

$178.88

Sold

940

shares of

META

for

$580.00

Sold

885

shares of

UNH

for

$605.87

Sold

1.7K

shares of

for

$309.48