- Wedgewood Partners’ 13F portfolio value decreased from ~$550M to ~$508B this quarter.
- They decreased most of their positions during the quarter.
- Their top five positions are at 42% of the overall portfolio.
This article is part of a series that provides an ongoing
analysis of the changes made to Wedgewood Partners’ 13F stock portfolio on a
quarterly basis. It is based on David Rolfe’s regulatory 13F Form filed on 2/14/2025.
The 13F portfolio value decreased from $550M to $508M this quarter. The
holdings are concentrated with recent 13F reports showing around 20 positions.
The largest five stakes are Taiwan Semi (TSM), Alphabet (GOOG), Meta Platforms
(META), Apple (AAPL), and PayPal (PYPL). They add up to ~42% of the portfolio. Please
visit our Tracking
David Rolfe’s Wedgewood Partners Portfolio series to get an idea of their
investment philosophy and our last
update for the fund’s moves during Q3 2024. Wedgewood has generated
significant alpha since its 1992 inception. David Rolfe also sub-advises
Riverpark/Wedgewood Fund (RWGIX) (RWGFX) as portfolio manager, a mutual fund
incepted in 2010.
To learn about individual investing, check out the classics The Intelligent Investor and Security Analysis.
The spreadsheet below highlights changes to David Rolfe’s US
stock holdings in Q4 2024:
Source: John Vincent. Data constructed from Wedgewood
Partners’ 13F filings for Q3 2024 and Q4 2024.
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