← Superinvestors
DR
David Rolfe
Wedgewood Partners
Periodo
Q1 2026
Valore portafoglio
$484.3M
Titoli
22
Attività
4 acquisti · 18 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | 9.25% | Reduce 5.01% | 155,701 | $44.8M |
| 2 | TSM TAIWAN SEMICONDUCTOR MANUFAC | 9.03% | Reduce 29.95% | 129,353 | $43.7M |
| 3 | META META PLATFORMS INC | 7.77% | Reduce 4.82% | 65,805 | $37.6M |
| 4 | AAPL APPLE INC | 7.08% | Reduce 5.45% | 135,128 | $34.3M |
| 5 | MSI MOTOROLA SOLUTIONS INC | 6.09% | Reduce 5.27% | 67,941 | $29.5M |
| 6 | MSFT MICROSOFT CORP | 5.65% | Reduce 4.62% | 73,919 | $27.4M |
| 7 | V VISA INC | 5.18% | Reduce 4.75% | 83,010 | $25.1M |
| 8 | BKNG BOOKING HOLDINGS INC | 4.8% | Reduce 5.16% | 5,517 | $23.2M |
| 9 | ODFL OLD DOMINION FREIGHT LINE IN | 4.6% | Reduce 5.09% | 113,941 | $22.3M |
| 10 | AMZN AMAZON COM INC | 4.3% | Add 71.47% | 99,907 | $20.8M |
| 11 | TSCO TRACTOR SUPPLY CO | 4.27% | Reduce 5.18% | 456,094 | $20.7M |
| 12 | URI UNITED RENTALS INC | 3.79% | Reduce 4.99% | 25,192 | $18.4M |
| 13 | CHUBB LTD SWITZ | 3.63% | Reduce 4.67% | 53,886 | $17.6M |
| 14 | CDW CDW CORP | 3.62% | Reduce 4.61% | 144,870 | $17.5M |
| 15 | PGR PROGRESSIVE CORP | 3.41% | Buy | 83,352 | $16.5M |
| 16 | ORLY OREILLY AUTOMOTIVE INC | 3.4% | Reduce 5.47% | 178,397 | $16.5M |
| 17 | CPRT COPART INC | 3.17% | Reduce 4.8% | 462,749 | $15.4M |
| 18 | SPGI S&P GLOBAL INC | 2.84% | Reduce 4.13% | 32,371 | $13.8M |
| 19 | EW EDWARDS LIFESCIENCES CORP | 2.83% | Reduce 5.48% | 170,969 | $13.7M |
| 20 | ZTS ZOETIS INC | 2.77% | Add 8.44% | 113,541 | $13.4M |
| 21 | TOL TOLL BROTHERS INC | 2.49% | Buy | 88,275 | $12.0M |
| 22 | IWF ISHARES TR | 0.05% | Reduce 95.64% | 524 | $223,434 |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.