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.
13 Aug 2024
Останнє Оновлення
Активи Під Управлінням
$490.07MВолодіння
19Повернення %
26.35%QoQ%
2.58%Середній Період Утримання
3y
Розподіл по Секторах
Найкращі Інвестиції
Продуктивність
Володіння
S&P 500
Акції
19
Опції
0
Тікер
Ім'я
Акції
Вартість акцій
% Портфеля
Зміна
Зміна %
Історія
Середня Ціна Покупки
Поточна Ціна
Дата звіту
META
Meta Platforms Inc.
83.79K
$43.23M
8.82%
-2.13K
-2.48%
$211.53(143.91%)
$515.95
30 Jun 2024
GOOGL
Alphabet Inc Class A
260.86K
$42.33M
8.64%
-6.77K
-2.53%
$57.6(181.75%)
$162.29
30 Jun 2024
TSM
Taiwan Semiconductor Manufacturing
247.79K
$41.54M
8.48%
-5.88K
-2.32%
$110.39(51.85%)
$167.63
30 Jun 2024
AAPL
Apple Inc
173.54K
$37.75M
7.70%
-4.83K
-2.71%
$18.98(1046.10%)
$217.53
30 Jun 2024
V
Visa Inc. Class A
128.36K
$33.36M
6.81%
-3.04K
-2.32%
$126.15(106.02%)
$259.89
30 Jun 2024
UNH
UnitedHealth Group Incorporated
58.92K
$33.31M
6.80%
-1.27K
-2.11%
$514.34(9.91%)
$565.29
30 Jun 2024
PYPL
PayPal Holdings Inc
503.21K
$31.93M
6.52%
-10.59K
-2.06%
$80.35(-21.02%)
$63.46
30 Jun 2024
MSFT
Microsoft Corporation
68.97K
$28.06M
5.73%
-1.65K
-2.33%
$194.27(109.40%)
$406.81
30 Jun 2024
TSCO
Tractor Supply Company
101.59K
$26.64M
5.44%
-2.1K
-2.02%
$71.19(268.35%)
$262.23
30 Jun 2024
CPRT
Copart Inc
516.18K
$25.94M
5.29%
-11.03K
-2.09%
$23.76(111.53%)
$50.26
30 Jun 2024
MSI
Motorola Solutions Inc
60.34K
$24.91M
5.08%
-19.98K
-24.88%
$167.54(146.37%)
$412.76
30 Jun 2024
EW
Edwards Lifesciences Corp
354.43K
$23.23M
4.74%
108.98K
44.40%
$60.21(8.85%)
$65.54
30 Jun 2024
PCLN
Booking Holdings Inc
6.14K
$21.13M
4.31%
-144
-2.29%
$1.65K(109.06%)
$3.44K
30 Jun 2024
CDW
CDW Corp
96.48K
$20.46M
4.18%
-2.13K
-2.16%
$157.56(34.62%)
$212.1
30 Jun 2024
SPGI
S&P Global Inc
24.64K
$11.94M
2.44%
-507
-2.02%
$337.04(43.74%)
$484.47
30 Jun 2024
POOL
Pool Corporation
33.76K
$11.62M
2.37%
-557
-1.62%
$351.9(-2.23%)
$344.07
30 Jun 2024
ODFL
Old Dominion Freight Line Inc
60.83K
$11.6M
2.37%
-1.42K
-2.29%
$75.68(151.88%)
$190.62
30 Jun 2024
TPL
Texas Pacific Land Trust
13.36K
$11.13M
2.27%
-336
-2.45%
$496.02(67.88%)
$832.7
30 Jun 2024
ORLY
O’Reilly Automotive Inc
8.89K
$9.96M
2.03%
-211
-2.32%
$908.86(23.35%)
$1.12K
30 Jun 2024
