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David Rolfe · quarter digest

What David Rolfe did in Q4 2025

Wedgewood Partners filed 3 moves in Q4 2025: 0 new, 2 add, 1 trim, 0 exit.

13F filed 2026-02-14. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.

← Q3 2025Q4 2025 · fleet digest(archive end) →
Adds · 2

Adding to conviction

TSM
ADD +18%·9.1% book·+16

“Building Taiwan Semi — AI picks and shovels.”

FICO
ADD +8%·5.9% book·+28

“Adding to credit scoring monopoly.”

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Trims · 1

Taking chips off

AAPL
TRIM -5%·10.2% book·−20

“Small 19-year Apple trim.”

Current top holdings

David Rolfe’s book, latest snapshot

#TickerWeight
1AAPL
Apple Inc.
10.2%
2TSM
Taiwan Semiconductor
9.1%
3V
Visa
8.4%
4BRK.B
Berkshire Hathaway
7.8%
5GOOG
Alphabet Class C
6.5%
6FICO
Fair Isaac
5.9%

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