David Rolfe - Wedgewood Partners
Superinvestor profile · Rank #133 by reported 13F value (2026 Q2 filers) · CIK 0000859804 · All profiles
Founded 1988St. Louis, Missouri, U.S.Focused growth, concentrated large-cap; also a focused SMID strategyKey person: David Rolfe (chief investment officer and portfolio manager)
Reported 13F value
$484M
Period 2026-06-30 · Filed 2026-08-14
Positions
18
Top 10 = 71.8% of value
Clone CAGR (full window)
+16.3%
2016-11-14 → 2026-10-02 · cumulative +345%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-29%
Month-end values, approximate
Latest-quarter activity
0 new · 4 exited
8 increased · 10 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +16.31% | Cumulative +345.0% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +10.25% | |
| Trailing 3Y | +17.47% | |
| Trailing 1Y | +5.41% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufac | 10.40% | $50M |
| GOOGL | Alphabet Inc | 9.39% | $45M |
| META | Meta Platforms Inc | 8.89% | $43M |
| AAPL | Apple Inc | 7.81% | $38M |
| MSFT | Microsoft Corp | 6.89% | $33M |
| AMZN | Amazon Com Inc | 6.66% | $32M |
| V | Visa Inc | 6.32% | $31M |
| MSI | Motorola Solutions Inc | 5.63% | $27M |
| ODFL | Old Dominion Freight Line In | 4.93% | $24M |
| BKNG | Booking Holdings Inc | 4.91% | $24M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 100.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.nasdaq.com/articles/interview-with-david-rolfe-of-wedgewood-partners — Founded in 1988 by chairman Tony Guerrerio; Rolfe joined in 1992 as chief investment officer and architected the strategy, which he had started in 1988. Form ADV-based listings show the main address at 9909 Clayton Rd, St. Louis, MO.