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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.

14 Nov 2024

Last Update

AUM

$550.83M

Holdings

ROI %

33.93%

QoQ%

11.62%

Avg. Holding Period

David Rolfe

Overview

Stock Insights

Activity

Filings

Overview Stock Insights Activity Filings

Sector Breakdown

Top Investments

Recent Activity

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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

99.96K

$27.86M

5.06%

-1.63K

-1.61%

$71.19(291.56%)

$278.75

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

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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

99.96K

$27.86M

5.06%

-1.63K

-1.61%

$71.19(291.56%)

$278.75

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

Upgrade to PRO to see more

Discover the most recent trades made by this Billionaire.

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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