SEC EDGAR Form 13F
Wedgewood Partners
Wedgewood Partners is a focused quality-growth investment manager associated with David Rolfe.
Latest Form 13F: 18 long U.S. equity positions, $484M reported value for the period ended Jun 30, 2026, led by TAIWAN SEMICONDUCTOR MANUFAC, ALPHABET INC, and META PLATFORMS INC.
CIK: 859804 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
Reported value
$484M
Positions
18
Key person
David Rolfe
Style
Focused quality growth
Top holding
TSM · TAIWAN SEMICONDUCTOR MANUFAC
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
859804
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →TSM
TAIWAN SEMICONDUCTOR MANUFAC
Portfolio weight
10.40%
GOOGL
ALPHABET INC
Portfolio weight
9.39%
META
META PLATFORMS INC
Portfolio weight
8.89%
AAPL
APPLE INC
Portfolio weight
7.81%
MSFT
MICROSOFT CORP
Portfolio weight
6.89%
Top reported holdings
Showing the top 18 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 105.5K | $50M | 10.40% | -18.4% |
| 2 | GOOGL | ALPHABET INC | 127.2K | $45M | 9.39% | -18.3% |
| 3 | META | META PLATFORMS INC | 76.5K | $43M | 8.89% | +16.2% |
| 4 | AAPL | APPLE INC | 130.7K | $38M | 7.81% | -3.3% |
| 5 | MSFT | MICROSOFT CORP | 89.5K | $33M | 6.89% | +21.1% |
| 6 | AMZN | AMAZON COM INC | 135.4K | $32M | 6.66% | +35.6% |
| 7 | V | VISA INC | 89.2K | $31M | 6.32% | +7.4% |
| 8 | MSI | MOTOROLA SOLUTIONS INC | 65.6K | $27M | 5.63% | -3.4% |
| 9 | ODFL | OLD DOMINION FREIGHT LINE IN | 110.3K | $24M | 4.93% | -3.2% |
| 10 | BKNG | BOOKING HOLDINGS INC | 133.4K | $24M | 4.91% | +2317.1% |
| 11 | PGR | PROGRESSIVE CORP | 106.3K | $23M | 4.79% | +27.5% |
| 12 | CB | CHUBB LIMITED | 68.0K | $23M | 4.79% | +26.3% |
| 13 | URI | UNITED RENTALS INC | 16.7K | $19M | 3.91% | -33.6% |
| 14 | ORLY | OREILLY AUTOMOTIVE INC | 172.6K | $16M | 3.28% | -3.2% |
| 15 | EW | EDWARDS LIFESCIENCES CORP | 165.2K | $15M | 3.08% | -3.4% |
| 16 | TOL | TOLL BROTHERS INC | 90.6K | $15M | 3.08% | +2.6% |
| 17 | SPGI | S&P GLOBAL INC | 31.3K | $13M | 2.63% | -3.2% |
| 18 | CPRT | COPART INC | 447.7K | $13M | 2.61% | -3.2% |
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