David Rolfe Portfolio Concentration Analysis: Top Holdings and Share Changes

As of March 31, 2026, David Rolfe's portfolio managed by Wedgewood Partners holds a total value of approximately $484 million. This analysis focuses on the concentration of his holdings, examining the largest positions and notable changes in share counts.

The portfolio demonstrates significant concentration, with the top ten holdings accounting for a substantial portion of the total assets. The largest position is in Alphabet Inc. (GOOGL), representing 9.25% of the portfolio. This is followed by Taiwan Semiconductor Manufacturing Co. (TSM) at 9.03% and Meta Platforms Inc. (META) at 7.77%. These three holdings alone constitute nearly 26% of the total portfolio value.

Technology and Communication Services are the dominant sectors in this concentrated portfolio. Alphabet (Communication Services), Taiwan Semiconductor (Technology), Meta (Communication Services), Apple (Technology), Microsoft (Technology), and Visa (Financial Services) are among the largest holdings. Motorola Solutions (Technology) and Booking Holdings (Consumer Cyclical) also feature prominently.

Notable changes in share counts from the previous period are evident. Taiwan Semiconductor saw a significant reduction, with shares decreasing by 29.95%. Alphabet and Microsoft also experienced substantial declines of 5.01% and 4.62% respectively. Conversely, Amazon.com Inc. (AMZN) shows a dramatic increase, with shares rising by 71.47%. Old Dominion Freight Line (ODFL) also saw an increase, albeit less dramatically, of 5.09%.

For a detailed view of David Rolfe's holdings and their performance, you can visit his profile on Insiderset: https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. Specific information on each stock, including company profiles, can be found at GOOGL, TSM, META, and other relevant stock pages.