David Rolfe's March 2026 Portfolio Update
Wedgewood Partners' David Rolfe saw his $484M portfolio value as of March 31, 2026. Significant changes include a 71% increase in Amazon.com Inc (AMZN) and decreases in Taiwan Semiconductor Manufacturing Co (TSM) and Microsoft Corp (MSFT).
Wedgewood Partners' David Rolfe saw his $484 million portfolio value as of March 31, 2026.
His portfolio includes major holdings in Alphabet Inc (GOOGL), Taiwan Semiconductor Manufacturing Co (TSM), Meta Platforms Inc (META), Apple Inc (AAPL), Motorola Solutions Inc (MSI), Microsoft Corp (MSFT), Visa Inc (V), Booking Holdings Inc (BKNG), Old Dominion Freight Line Inc (ODFL), and Amazon.com Inc (AMZN).
Notably, Rolfe's stake in Amazon.com Inc (AMZN) increased significantly by 71.47% during the period, while his position in Taiwan Semiconductor Manufacturing Co (TSM) decreased by 29.95%. Other notable changes include decreases in Microsoft Corp (MSFT) (-4.62%) and Alphabet Inc (GOOGL) (-5.01%).
For detailed analysis of each holding, please visit the investor profile here and explore individual stock profiles like Amazon.com Inc, Taiwan Semiconductor Manufacturing Co, and Microsoft Corp.