Discover the Billion-Dollar Secrets: Inside David Rolfe's Q1 2023 Portfolio

David Rolfe (Wedgewood Partners Inc) has released the highly anticipated Q1 2023 portfolio report, revealing a reported value of 590 Million spread across 57 carefully selected stocks. Upon examining the detailed 13F form, it becomes evident that Rolfe's strategic investments have resulted in a remarkable increase of $45.3M in the current position value, surging from $544M to an impressive $590M.

The latest portfolio disclosure provides a unique insight into the investment strategy employed by Wedgewood Partners Inc. As a seasoned investor and renowned figure in the financial industry, Rolfe's portfolio movements are closely followed by both analysts and fellow investors alike. This quarter's report unveils exciting developments and noteworthy growth that warrant further exploration.

Diving into the specifics, the portfolio encompasses a diverse range of stocks across various sectors. Each holding has been meticulously chosen based on thorough research and analysis, a testament to Rolfe's keen eye for spotting lucrative opportunities. The 13F form allows investors to gain valuable insights into the stocks that comprise the portfolio, shedding light on the strategies employed by Wedgewood Partners Inc.

Among the notable highlights, the reported value of $590M demonstrates a remarkable increase from the previous quarter. This surge of $45.3M showcases the effectiveness of Rolfe's investment decisions and the overall success of the Wedgewood Partners Inc portfolio. Such substantial growth further solidifies the reputation of David Rolfe as a skilled and knowledgeable investor.

While the specific companies within the portfolio are not mentioned, the 13F form provides a comprehensive breakdown of the holdings. This allows investors and analysts to evaluate the overall composition and identify potential trends or themes that shape Wedgewood Partners Inc's investment strategy. The diverse distribution of the reported value across 57 stocks indicates a well-balanced and risk-managed approach, showcasing Rolfe's commitment to portfolio diversification.

Examining the increase in the current position value from $544M to $590M, it becomes evident that Wedgewood Partners Inc has successfully capitalized on market opportunities. The positive growth trajectory reflects the effectiveness of Rolfe's investment philosophy and the prudent selection of stocks within the portfolio. Such achievements are a testament to the expertise and acumen of David Rolfe and his team.

As investors and market enthusiasts eagerly await further insights into the specific holdings within the portfolio, one thing is clear: David Rolfe's Q1 2023 portfolio report showcases exceptional growth and reinforces Wedgewood Partners Inc's position as a prominent player in the investment landscape. The successful execution of strategic investment decisions has yielded impressive results, positioning Rolfe as a respected figure within the financial industry.

Top Holdings

• AAPL | Apple Inc.
• MSI | Motorola Solutions Inc.
• V | Visa Inc.
• TSCO | Tractor Supply Company
• META | Meta Platforms Inc.

And here are the short briefs for each company:

Apple Inc. (AAPL): Apple Inc. is a technology giant known for its iconic iPhone, Mac, and iPad devices. The company also offers a range of software services and digital content. With its strong brand and innovative products, Apple continues to dominate the consumer electronics market.

Motorola Solutions Inc. (MSI): Motorola Solutions Inc. is a leading provider of communication and safety solutions for public safety and commercial customers. The company offers a wide range of devices, software, and services to support mission-critical communications and enhance public safety operations.

Visa Inc. (V): Visa Inc. is a global payments technology company that enables secure, reliable, and convenient electronic transactions. As one of the world's largest payment processors, Visa plays a crucial role in facilitating digital payments and driving the shift towards a cashless society.

Tractor Supply Company (TSCO): Tractor Supply Company is a retail chain specializing in products for agriculture, home improvement, and rural lifestyles. The company offers a wide range of merchandise, including farming supplies, tools, pet care products, and outdoor equipment, catering to the needs of rural communities.

Meta Platforms Inc. (META): Meta Platforms Inc., formerly known as Facebook, is a social media and technology conglomerate. It operates various social networking platforms, including Facebook, Instagram, WhatsApp, and Messenger. Meta is at the forefront of connecting people globally and enabling communication and content sharing.

Top Buys

• META | Meta Platforms Inc.
• TSM | Taiwan Semiconductor Manufacturing Company Ltd.
• GOOGL | Alphabet Inc. (Google)
• POOL | Pool Corporation
• BKNG | Booking Holdings Inc.

And here are the short briefs for each company:

Meta Platforms Inc. (META): Meta Platforms Inc., formerly known as Facebook, is a social media and technology conglomerate. It operates various social networking platforms, including Facebook, Instagram, WhatsApp, and Messenger. Meta is at the forefront of connecting people globally and enabling communication and content sharing.

Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) is the world's largest dedicated semiconductor foundry. It manufactures chips for a wide range of industries, including consumer electronics, telecommunications, and automotive. TSMC's cutting-edge technology and reliable production capabilities have made it a key player in the semiconductor industry.

Alphabet Inc. (GOOGL): Alphabet Inc. is the parent company of Google, the world's most popular search engine. Google offers a wide range of online services and products, including search, advertising, cloud computing, and software applications. With its dominant position in the digital advertising market and continuous innovation, Google remains a driving force in the tech industry.

Pool Corporation (POOL): Pool Corporation is a leading distributor of swimming pool supplies, equipment, and related products. The company serves both residential and commercial customers, providing a comprehensive range of solutions for pool construction, maintenance, and renovation. Pool Corporation's extensive product offerings and strong distribution network contribute to its success in the industry.

Booking Holdings Inc. (BKNG): Booking Holdings Inc. is a global online travel company that operates several popular brands, including Booking.com, Priceline, and Kayak. The company facilitates online reservations for accommodations, flights, rental cars, and other travel-related services. With its wide reach and user-friendly platforms, Booking Holdings simplifies travel booking for millions of customers worldwide.

David Rolfe's Q1 2023 portfolio report brings forth a wealth of information and insights into Wedgewood Partners Inc's investment strategy. The reported value of 590 Million and the increase of $45.3M exemplify the success and growth achieved within the portfolio. As the financial world continues to analyze and dissect the details, investors will be keen to glean valuable lessons from Rolfe's astute decision-making and industry expertise