David Rolfe · quarter digest

What David Rolfe did in Q2 2024

Wedgewood Partners filed 2 moves in Q2 2024: 0 new, 1 add, 1 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.

Adds · 1

Adding to conviction

EWEDWARDS LIFESCIENCES CORP

ADD +44%·4.9% book·−8

Trims · 1

MSIMOTOROLA SOLUTIONS INC

TRIM -25%·5.2% book·+2

Current top holdings

#	Ticker	Weight	Conviction
1	AAPL Apple Inc.	10.2%	−29
2	TSM Taiwan Semiconductor	9.1%	+7
3	V Visa	8.4%	+8
4	BRK.B Berkshire Hathaway	7.8%	−1
5	GOOG Alphabet Class C	6.5%	−13
6	FICO Fair Isaac	5.9%	+32

Other quarters for David Rolfe

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