David Rolfe of Wedgewood Partners: Portfolio Shifts in Q1 2026
Wedgewood Partners' David Rolfe saw his portfolio value fluctuate significantly in Q1 2026, with notable changes in holdings like TSM and AMZN.
As of March 31, 2026, David Rolfe's portfolio managed by Wedgewood Partners stood at a total value of $484.29 million, reflecting changes from the previous quarter. Analysis of the top holdings reveals a mix of strategic adjustments, including both reductions in existing positions and a significant increase in a previously disclosed stock.
Several holdings saw substantial reductions during the quarter. TSM experienced the most pronounced decrease, with a 29.95% reduction in its change percentage and a significant drop in shares held (-55,308 shares). Similarly, Microsoft (MSFT) saw a 4.62% change percentage decrease, and Motorola Solutions (MSI) experienced a 5.27% decline. Other stocks like Alphabet (GOOGL), Meta (META), Visa (V), Booking Holdings (BKNG), and Old Dominion Freight Line (ODFL) also saw decreases, though less dramatic, ranging from -5.45% to -5.16% in terms of share changes.
Conversely, the investor significantly increased their stake in Amazon (AMZN). This position saw a remarkable 71.47% increase in its change percentage and an addition of 41,641 shares, making it a more prominent position in the portfolio.
No new positions were disclosed in this filing. The data does not indicate the initiation of any previously unheld equity positions.
For a complete view of David Rolfe's investment activity, visit his profile at https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. Detailed information on the companies discussed, such as Alphabet (GOOGL) https://www.insiderset.com/investors/stocks/GOOGL, Taiwan Semiconductor (TSM) https://www.insiderset.com/investors/stocks/TSM, and Amazon (AMZN) https://www.insiderset.com/investors/stocks/AMZN, can be explored on Insiderset.