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Wedgewood Fund (David Rolfe) - FilingSpy

David Rolfe

Wedgewood Fund

David Rolfe

$26.98M

Overview Activity Holdings

AUM

$26.98M

Positions

19

Top Position

GOOGL 9.5%

Top 10

70%

Activity Summary

Notable Trades

Biggest Decrease

AAPL

Apple Inc

-1.7K shares

Portfolio Composition

META8.4%

TSM8.0%

AAPL7.1%

V6.9%

UNH6.4%

6.3%

PYPL6.2%

MSI5.7%

CPRT5.7%

Other (9)29.8%