DR
Quality GrowthAs of 2026-03-31
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.
$484.29MAUM
22Holdings
2026-03-31 Summary
2개 종목 신규 매수 (PGR, TOL) · 2개 종목 추가 매수 (AMZN, ZTS) · 18개 비중 축소 · Top holding: GOOGL 9.2%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준
Holdings
22 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  GOOGLALPHABET INC | 9.25% | 155,701 | $44.77M | -5.01% | Partial Sell |
| 2 |  TSMTAIWAN SEMICONDUCTOR MANUFAC | 9.03% | 129,353 | $43.71M | -29.95% | Partial Sell |
| 3 |  METAMETA PLATFORMS INC | 7.77% | 65,805 | $37.65M | -4.82% | Partial Sell |
| 4 |  AAPLAPPLE INC | 7.08% | 135,128 | $34.29M | -5.45% | Partial Sell |
| 5 |  MSIMOTOROLA SOLUTIONS INC | 6.09% | 67,941 | $29.48M | -5.27% | Partial Sell |
| 6 |  MSFTMICROSOFT CORP | 5.65% | 73,919 | $27.36M | -4.62% | Partial Sell |
| 7 |  VVISA INC | 5.18% | 83,010 | $25.09M | -4.75% | Partial Sell |
| 8 |  BKNGBOOKING HOLDINGS INC | 4.80% | 5,517 | $23.23M | -5.16% | Partial Sell |
| 9 |  ODFLOLD DOMINION FREIGHT LINE IN | 4.60% | 113,941 | $22.26M | -5.09% | Partial Sell |
| 10 |  AMZNAMAZON COM INC | 4.30% | 99,907 | $20.81M | +71.47% | Added |
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