David Rolfe's March 31, 2026 Portfolio Update
Wedgewood Partners' David Rolfe saw his $484M portfolio value as of March 31, 2026. Significant changes include a 71% increase in Booking Holdings and decreases in Taiwan Semiconductor and Microsoft.
Wedgewood Partners' David Rolfe saw his $484 million portfolio value as of March 31, 2026.
His portfolio saw significant changes during the period. The largest percentage increase was in Booking Holdings (BKNG), which climbed 71.47%. David Rolfe increased his stake in Booking Holdings by 71.47%, acquiring 300 additional shares.
Taiwan Semiconductor Manufacturing (TSM) experienced the largest percentage decrease, falling 29.95%. Rolfe reduced his position in TSM by 55,308 shares.
Microsoft (MSFT) saw a decrease of 4.62%, with Rolfe reducing his stake by 3,577 shares.
Other notable changes include Alphabet (GOOGL) down 5.01%, Motorola Solutions (MSI) down 5.27%, Apple (AAPL) down 5.45%, Meta Platforms (META) down 4.82%, Visa (V) down 4.75%, Old Dominion Freight Line (ODFL) down 5.09%, and Amazon (AMZN) up 71.47%.
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