Quality GrowthAs of 2025-12-31
David Rolfe
Wedgewood Partners Inc
CIO of Wedgewood Partners. Known for concentrated strategy investing in 10–15 quality growth companies, including early investments in Apple and Google.
$535.49MAUM
21Holdings
2025-12-31 Summary
3개 종목 신규 매수 (CB, AMZN, IWF) · 3개 종목 추가 매수 (ODFL, CDW, MSI) · 15개 비중 축소 · Top holding: TSM 10.5%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준
Holdings
21 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  TSMTAIWAN SEMICONDUCTOR MFG LTD | 10.48% | 184,661 | $56.12M | -2.44% | Partial Sell |
| 2 |  GOOGLALPHABET INC | 9.58% | 163,913 | $51.30M | -20.90% | Partial Sell |
| 3 |  METAMETA PLATFORMS INC | 8.52% | 69,135 | $45.64M | -2.07% | Partial Sell |
| 4 |  AAPLAPPLE INC | 7.26% | 142,920 | $38.85M | -14.36% | Partial Sell |
| 5 |  MSFTMICROSOFT CORP | 7.00% | 77,496 | $37.48M | -2.16% | Partial Sell |
| 6 |  BKNGBOOKING HOLDINGS INC | 5.82% | 5,817 | $31.15M | -1.41% | Partial Sell |
| 7 |  VVISA INC | 5.71% | 87,151 | $30.56M | -2.21% | Partial Sell |
| 8 |  MSIMOTOROLA SOLUTIONS INC | 5.13% | 71,724 | $27.49M | +24.61% | Added |
| 9 |  TSCOTRACTOR SUPPLY CO | 4.49% | 481,023 | $24.06M | -1.81% | Partial Sell |
| 10 |  URIUNITED RENTALS INC | 4.01% | 26,514 | $21.46M | -1.53% | Partial Sell |
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