DR
Quality GrowthAs of 2026-06-30
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.
$484.43MAUM
18Holdings
2026-06-30 Summary
6개 종목 추가 매수 (BKNG, AMZN, PGR 등) · 10개 비중 축소 · Top holding: TSM 10.4%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준
Holdings
18 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  TSMTAIWAN SEMICONDUCTOR MANUFAC | 10.40% | 105,499 | $50.38M | -18.44% | Partial Sell |
| 2 |  GOOGLALPHABET INC | 9.39% | 127,237 | $45.47M | -18.28% | Partial Sell |
| 3 |  METAMETA PLATFORMS INC | 8.89% | 76,471 | $43.08M | +16.21% | Added |
| 4 |  AAPLAPPLE INC | 7.81% | 130,682 | $37.81M | -3.29% | Partial Sell |
| 5 |  MSFTMICROSOFT CORP | 6.89% | 89,518 | $33.39M | +21.10% | Added |
| 6 |  AMZNAMAZON COM INC | 6.66% | 135,440 | $32.28M | +35.57% | Added |
| 7 |  VVISA INC | 6.32% | 89,188 | $30.60M | +7.44% | Added |
| 8 |  MSIMOTOROLA SOLUTIONS INC | 5.63% | 65,643 | $27.26M | -3.38% | Partial Sell |
| 9 |  ODFLOLD DOMINION FREIGHT LINE IN | 4.93% | 110,288 | $23.89M | -3.21% | Partial Sell |
| 10 |  BKNGBOOKING HOLDINGS INC | 4.91% | 133,351 | $23.77M | +999.00% | Added |
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