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David Rolfe

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.

08 Jun 2025

Last Update

AUM
$496.46M
Holdings
20
ROI %
11.18%
QoQ%
5.28%
Avg. Holding Period
4y

Select from companies owned by David Rolfe

Chart

Ownership

Trade Activity

Ticker
Name
Activity
Shares Traded
Price
Shares Owned
Quarter
Trade Date
Filing Date
Form
TS

TSM

TSM
Q1 2025
31 Mar 2025
15 May 2025
13F-HR
TS

TSM

TSM
Q4 2024
31 Dec 2024
14 Feb 2025
13F-HR
TS

TSM

TSM
Q3 2024
30 Sep 2024
14 Nov 2024
13F-HR
TS

TSM

TSM
Q2 2024
30 Jun 2024
13 Aug 2024
13F-HR
TS

TSM

TSM
Q1 2024
31 Mar 2024
16 May 2024
13F-HR
TS

TSM

TSM
Q4 2023
31 Dec 2023
14 Feb 2024
13F-HR
TS

TSM

TSM
Q3 2023
30 Sep 2023
14 Nov 2023
13F-HR
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