David Rolfe · quarter digest

What David Rolfe did in Q2 2026

Wedgewood Partners filed 13 moves in Q2 2026: 0 new, 7 add, 2 trim, 4 exit.

13F filed 2026-08-14. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.

Adds · 7

Adding to conviction

METAMETA PLATFORMS INC

ADD +16%·9.1% book·+3

MSFTMICROSOFT CORP

ADD +21%·7.1% book·−11

AMZNAMAZON COM INC

ADD +36%·6.8% book·−6

VVISA INC

ADD +7%·6.5% book·−15

BKNGBOOKING HOLDINGS INC

ADD +2317%·5.0% book·−10

CBCHUBB LIMITED

ADD +26%·4.9% book·+16

PGRPROGRESSIVE CORP

ADD +27%·4.9% book·+1

Trims · 2

TSMTAIWAN SEMICONDUCTOR MANUFAC

TRIM -18%·10.7% book·−2

GOOGLALPHABET INC

TRIM -18%·9.6% book·−27

Exits · 4

TSCOTRACTOR SUPPLY CO

EXIT·0.0% book·−5

CDWCDW CORP

EXIT·0.0% book·+4

ZTSZOETIS INC

EXIT·0.0% book·0

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.