David Rolfe Portfolio Analysis: Top Holdings and Concentration
Wedgewood Partners' David Rolfe portfolio as of March 31, 2026, highlights significant concentration in major tech and consumer stocks.
As of March 31, 2026, David Rolfe's portfolio at Wedgewood Partners shows a notable concentration in major technology and consumer cyclical stocks. The portfolio, valued at approximately $484 million, is dominated by a select group of holdings that together represent a significant portion of the total assets.
The largest position is Alphabet Inc. (GOOGL), holding 155,701 shares valued at $44.77 million, representing 9.25% of the portfolio. This position saw a slight reduction in shares compared to the previous period, with a -5.01% change in allocation.
Taiwan Semiconductor Manufacturing Co. (TSM) is the second-largest holding, with 129,353 shares valued at $43.71 million (9.03% allocation). This position experienced a substantial reduction in shares, with a -29.95% change in allocation from the prior period.
META Platforms Inc. (META) follows with 65,805 shares valued at $37.65 million (7.77% allocation). The position saw a moderate reduction in shares (-4.82% allocation change).
Apple Inc. (AAPL) is another significant holding with 135,128 shares valued at $34.29 million (7.08% allocation). Like several other positions, the share count decreased (-5.45% allocation change).
Motorola Solutions Inc. (MSI) holds 67,941 shares valued at $29.48 million (6.09% allocation). The position also saw a decrease in shares (-5.27% allocation change).
The portfolio includes other significant positions such as Microsoft Corp. (MSFT), Visa Inc. (V), Booking Holdings Inc. (BKNG), Old Dominion Freight Line Inc. (ODFL), and Amazon Com Inc. (AMZN), each contributing meaningfully to the overall allocation.
For detailed insights into David Rolfe's investment approach and performance, readers can visit his profile at https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. For specific information on each stock holding, including company profiles and stock performance, please explore the individual stock pages at GOOGL, TSM, META, AAPL, MSI, MSFT, V, BKNG, ODFL, and AMZN.