Wedgewood Partners (David Rolfe)

Wedgewood Partners (David Rolfe) has filed 13F reports from Q2 2013 through Q2 2026. In the most recent quarter, the fund reported $484.4M across 18 positions. The portfolio has returned 8.5% annualized over five years, with 17.0% volatility and a maximum drawdown of 28.5%. Top holdings include TSM, GOOGL, META, AAPL, MSFT. Across all filing periods, 5.7% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.