Investor profile

David Rolfe

Wedgewood Partners · Chief Investment Officer · Net worth: —

CIO of Wedgewood since 1992. Runs one of the most concentrated US-based quality-growth strategies — 20 positions maximum, average holding period 5+ years. Cited by Buffett observers as a model of Berkshire-style discipline at smaller scale.

"Concentrated quality. 20 businesses maximum. Buffett-disciplined."

Tracked positions

Top concentration

48%

Longest holding

Apple (since 2005)

Realized 10-year track record

Wedgewood Partners RiverPark RPFFX (public)

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10y CAGR

12.5%

net of fees

Alpha vs S&P

-0.6%

vs 13.1% benchmark

Win rate

40%

years beating S&P

Quality score

4.8

computed 0–10

Best year

+35%

Worst year

-22%

Cumulative 10y

3.3×

Volatility

16%

Recent moves

Manager quality score: 9/10

Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.

Q4 2025

2 buys · 1 sell

Ticker	Activity	Share change	% portfolio
TSM	Add 18% Building Taiwan Semi — AI picks and shovels.	+50K	9.10%
FICO	Add 8% Adding to credit scoring monopoly.	+2K	5.90%
AAPL	Reduce 5% Small 19-year Apple trim.	-30K	10.20%

Q3 2025

2 buys · 0 sells

Ticker	Activity	Share change	% portfolio
TSM	Add 22% Building TSM position.	+55K	7.70%
BRK.B	Add 6% Adding Berkshire.	+38K	7.80%

Top holdings

Ticker	Company	% Portfolio	Shares (M)
AAPL	Apple Inc. Top position — 19-year hold.	10.2%	0.5
TSM	Taiwan Semiconductor AI picks and shovels.	9.1%	0.3
V	Visa Payment network compounder.	8.4%	0.4
BRK.B	Berkshire Hathaway Buffett, at the source.	7.8%	0.7
GOOG	Alphabet Class C Quality compounder.	6.5%	0.5
FICO	Fair Isaac Credit scoring monopoly.	5.9%	0.02

Want David move-alerts?

One email per 13F filing. Summarizes every new position, exit, and trim.

Similar investors

Tracked managers whose top positions overlap with David's portfolio.

Li Lu

Himalaya Capital

2 shared positions: GOOG, BRK.B

Dev Kantesaria

Valley Forge Capital

2 shared positions: FICO, V

Warren Buffett

Berkshire Hathaway

1 shared position: AAPL

Data sourced from Wedgewood Partners 13F filings with the SEC. Approximate snapshot. Not investment advice.