David Rolfe's portfolio
Concentrated quality growth with long holding periods and low turnover.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
- Meta PlatformsMETA$43M
- MicrosoftMSFT$33M
- Amazon.comAMZN$32M
- Visa Inc. Class AV$31M
- BookingBKNG$24M
- ProgressivePGR$23M
- ChubbCB$23M
- Toll BrothersTOL$15M
Trimmed
- Taiwan Semiconductor ManufacturingTSM$50M
- Alphabet Inc Class AGOOGL$45M
- AppleAAPL$38M
- Motorola SolutionsMSI$27M
- Old Dominion Freight LineODFL$24M
- United RentalsURI$19M
- O’Reilly AutomotiveORLY$16M
- Edwards LifesciencesEW$15M
- S&P GlobalSPGI$13M
- CopartCPRT$13M
Sold out
None this quarter.
Holdings
18 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 10.40% | $50M | 105,499 | Trimmed |
| Alphabet Inc Class AGOOGL | 9.39% | $45M | 127,237 | Trimmed |
| Meta PlatformsMETA | 8.89% | $43M | 76,471 | Added |
| AppleAAPL | 7.81% | $38M | 130,682 | Trimmed |
| MicrosoftMSFT | 6.89% | $33M | 89,518 | Added |
| Amazon.comAMZN | 6.66% | $32M | 135,440 | Added |
| Visa Inc. Class AV | 6.32% | $31M | 89,188 | Added |
| Motorola SolutionsMSI | 5.63% | $27M | 65,643 | Trimmed |
| Old Dominion Freight LineODFL | 4.93% | $24M | 110,288 | Trimmed |
| BookingBKNG | 4.91% | $24M | 133,351 | Added |
| ProgressivePGR | 4.79% | $23M | 106,261 | Added |
| ChubbCB | 4.79% | $23M | 68,039 | Added |
| United RentalsURI | 3.91% | $19M | 16,732 | Trimmed |
| O’Reilly AutomotiveORLY | 3.28% | $16M | 172,645 | Trimmed |
| Edwards LifesciencesEW | 3.08% | $15M | 165,208 | Trimmed |
| Toll BrothersTOL | 3.08% | $15M | 90,562 | Added |
| S&P GlobalSPGI | 2.63% | $13M | 31,339 | Trimmed |
| CopartCPRT | 2.61% | $13M | 447,748 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does David Rolfe own?
In the Q2 2026 13F, Wedgewood Partners reported 18 US stock positions worth $484M. The largest: Taiwan Semiconductor Manufacturing (TSM) 10.4%, Alphabet Inc Class A (GOOGL) 9.4%, Meta Platforms (META) 8.9%, Apple (AAPL) 7.8%, Microsoft (MSFT) 6.9%.
What did David Rolfe buy last quarter?
In Q2 2026: added to Meta Platforms (META); added to Microsoft (MSFT); added to Amazon.com (AMZN).
When is David Rolfe's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.