David Rolfe Portfolio Holdings
Wedgewood Partners Inc
- $502 Million
- Q2 2024
Wedgewood Partners Inc, under direction of David Rolfe has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $502 Million distributed in 19 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $47.5M, Taiwan Semiconductor Manufacturing CO LTD with a value of $43.1M, Meta Platforms, Inc. with a value of $42.2M, Apple Inc. with a value of $36.6M, and Visa Inc. with a value of $33.7M.
Examining the 13F form we can see an increase of $9.9M in the current position value, from $492M to 502M.
Wedgewood Partners Inc is based out at St Louis, MO
Below you can find more details about David Rolfe portfolio as well as his latest detailed transactions.