David Rolfe - Wedgewood Partners Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Wedgewood Partners portfolio balances reported a total equity value of $547.90M across 19 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight TAIWAN SEMICONDUCTOR MFG LTD (TSM) as the single largest position, accounting for 9.6% of total equity value, followed by META PLATFORMS INC (META), ALPHABET INC (GOOGL), APPLE INC (AAPL), and others. Collectively, the top five holdings represent 43.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.