David Rolfe Portfolio Holdings
Wedgewood Partners Inc
- $492 Million
- Q1 2024
Wedgewood Partners Inc, under direction of David Rolfe has filed its 13F form on May 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $492 Million distributed in 19 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $41.7M, Alphabet Inc. with a value of $40.4M, Visa Inc. with a value of $36.7M, Taiwan Semiconductor Manufacturing CO LTD with a value of $34.5M, and Pay Pal Holdings, Inc. with a value of $34.4M.
Examining the 13F form we can see an increase of $42.6M in the current position value, from $449M to 492M.
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.