David Rolfe · quarter digest

What David Rolfe did in Q2 2025

Wedgewood Partners filed 7 moves in Q2 2025: 1 new, 1 add, 3 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 · 1

ORLYOREILLY AUTOMOTIVE INC

ADD +1371%·3.8% book·+1

Trims · 3

TSMTAIWAN SEMICONDUCTOR MFG LTD

TRIM -17%·9.5% book·+7

GOOGLALPHABET INC

TRIM -19%·7.9% book·−22

EWEDWARDS LIFESCIENCES CORP

TRIM -7%·2.9% book·−8

Exits · 2

UNHUNITEDHEALTH GROUP INC

EXIT·0.0% book·−4

IVVISHARES TR

EXIT·0.0% book·0

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.