David Rolfe's Portfolio Snapshot: Top Holdings and Recent Share Changes
A snapshot of David Rolfe's portfolio at Wedgewood Partners as of March 31, 2026, highlighting top holdings and notable changes in share positions.
As of March 31, 2026, David Rolfe's portfolio at Wedgewood Partners is valued at approximately $484 million. The portfolio is heavily concentrated in Technology and Communication Services sectors, with Alphabet Inc. (GOOGL), Taiwan Semiconductor Manufacturing Co. (TSM), Meta Platforms Inc. (META), and Apple Inc. (AAPL) forming the core of his holdings.
Most of the top holdings show a decrease in shares during the prior period. Alphabet Inc. (GOOGL) saw a reduction of 8212 shares (-5.01%), Taiwan Semiconductor Manufacturing Co. (TSM) experienced a significant decline of 55,308 shares (-29.95%), Meta Platforms Inc. (META) decreased by 3,330 shares (-4.82%), and Apple Inc. (AAPL) lost 7,792 shares (-5.45%). 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) also saw share reductions, though to a lesser extent.
Notably, Amazon.com Inc. (AMZN) stands out as the only top holding with an increase in shares. Rolfe added 41,641 shares, representing a staggering 71.47% increase in his position during the prior period.
For a detailed view of David Rolfe's holdings and profile, visit his profile on Insiderset: https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. You can also explore detailed information about each stock he holds, such as Alphabet Inc. (https://www.insiderset.com/investors/stocks/GOOGL), Taiwan Semiconductor Manufacturing Co. (https://www.insiderset.com/investors/stocks/TSM), and Amazon.com Inc. (https://www.insiderset.com/investors/stocks/AMZN).