David Rolfe
Chief Investment Officer and principal, Wedgewood Partners
Biography
David Rolfe has been chief investment officer of St. Louis-based Wedgewood Partners since 1992, having previously been an investment officer and portfolio manager at Boatmen's Trust Company. He holds a BSBA in Finance from the University of Missouri-St. Louis and is a CFA charterholder. He is the architect of Wedgewood's concentrated large-cap growth strategy, which holds about 20 companies for the long term and is explained in quarterly client letters he co-signs.
In their own words
Letters and reports
- Investor Resources: client letters and articles (Wedgewood Partners) wedgewoodpartners.com
- 2Q2026 Client Update: Are Hyperscalers Still Magnificent? wedgewoodpartners.com
Profiles
- Our Team (Wedgewood Partners) wedgewoodpartners.com
Wedgewood Partners’s largest US holdings
- Taiwan Semiconductor ManufacturingTSM10.4%
- AlphabetGOOG9.4%
- Meta PlatformsMETA8.9%
- AppleAAPL7.8%
- MicrosoftMSFT6.9%
- Amazon.comAMZN6.7%
- VisaV6.3%
- Motorola SolutionsMSI5.6%
- Old Dominion Freight LineODFL4.9%
- Booking HoldingsBKNG4.9%