Wedgewood Partners
Long Only- Manager
- David Rolfe
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $484.4M
- Positions
- 18
- CIK
- 0000859804
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor ManufacTSMHISTORY | 10.40% | (18.4%) | $50.4M | 105,499 | (23,854) | 0.00% | 13F |
| 2 | Alphabet IncGOOGLHISTORY | 9.39% | (18.3%) | $45.5M | 127,237 | (28,464) | 0.00% | 13F |
| 3 | Meta Platforms IncMETAHISTORY | 8.89% | +16.2% | $43.1M | 76,471 | +10,666 | 0.00% | 13F |
| 4 | Apple IncAAPLHISTORY | 7.81% | (3.3%) | $37.8M | 130,682 | (4,446) | 0.00% | 13F |
| 5 | Microsoft CorpMSFTHISTORY | 6.89% | +21.1% | $33.4M | 89,518 | +15,599 | 0.00% | 13F |
| 6 | Amazon Com IncAMZNHISTORY | 6.66% | +35.6% | $32.3M | 135,440 | +35,533 | 0.00% | 13F |
| 7 | Visa IncVHISTORY | 6.32% | +7.4% | $30.6M | 89,188 | +6,178 | 0.02% | 13F |
| 8 | Motorola Solutions IncMSIHISTORY | 5.63% | (3.4%) | $27.3M | 65,643 | (2,298) | 0.04% | 13F |
| 9 | Old Dominion Freight Line InODFLHISTORY | 4.93% | (3.2%) | $23.9M | 110,288 | (3,653) | 0.05% | 13F |
| 10 | Booking Holdings IncBKNGHISTORY | 4.91% | +2,317.1% | $23.8M | 133,351 | +127,834 | 0.02% | 13F |
| 11 | Progressive CorpPGRHISTORY | 4.79% | +27.5% | $23.2M | 106,261 | +22,909 | 0.02% | 13F |
| 12 | Chubb LimitedCBHISTORY | 4.79% | +26.3% | $23.2M | 68,039 | +14,153 | — | 13F |
| 13 | United Rentals IncURIHISTORY | 3.91% | (33.6%) | $19.0M | 16,732 | (8,460) | 0.03% | 13F |
| 14 | Oreilly Automotive IncORLYHISTORY | 3.28% | (3.2%) | $15.9M | 172,645 | (5,752) | — | 13F |
| 15 | Edwards Lifesciences CorpEWHISTORY | 3.08% | (3.4%) | $14.9M | 165,208 | (5,761) | 0.03% | 13F |
| 16 | Toll Brothers IncTOLHISTORY | 3.08% | +2.6% | $14.9M | 90,562 | +2,287 | 0.10% | 13F |
| 17 | S&P Global IncSPGIHISTORY | 2.63% | (3.2%) | $12.8M | 31,339 | (1,032) | — | 13F |
| 18 | Copart IncCPRTHISTORY | 2.61% | (3.2%) | $12.6M | 447,748 | (15,001) | 0.05% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology