David Rolfe · quarter digest

What David Rolfe did in Q2 2025

Wedgewood Partners filed 12 moves in Q2 2025: 1 new, 4 add, 5 trim, 2 exit.

13F filed 2025-08-14. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.

New positions · 1

Fresh money

ZTSZOETIS INC

NEW·3.8% book·0

Adds · 4

MSFTMICROSOFT CORP

ADD +17%·8.3% book·−11

CDWCDW CORP

ADD +28%·4.0% book·+4

ORLYOREILLY AUTOMOTIVE INC

ADD +2088%·3.8% book·−5

ODFLOLD DOMINION FREIGHT LINE IN

ADD +49%·2.5% book·+3

Trims · 5

METAMETA PLATFORMS INC

TRIM -14%·10.7% book·+3

TSMTAIWAN SEMICONDUCTOR MFG LTD

TRIM -17%·9.5% book·−2

GOOGLALPHABET INC

TRIM -19%·7.9% book·−27

VVISA INC

TRIM -29%·5.9% book·−15

EWEDWARDS LIFESCIENCES CORP

TRIM -48%·2.9% book·−14

Exits · 2

UNHUNITEDHEALTH GROUP INC

EXIT·0.0% book·−24

IVVISHARES TR

EXIT·0.0% book·−19

Current top holdings

#	Ticker	Weight	Conviction
1	AAPL Apple Inc.	10.2%	−20
2	TSM Taiwan Semiconductor	9.1%	−2
3	V Visa	8.4%	−15
4	BRK.B Berkshire Hathaway	7.8%	−1
5	GOOG Alphabet Class C	6.5%	+2
6	FICO Fair Isaac	5.9%	+31

Other quarters for David Rolfe

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.