David Rolfe's Q1 2026 Portfolio Highlights Major Gains in Amazon, Cuts in Tech Stocks
Wedgewood Partners' David Rolfe saw his portfolio value increase to $484 million as of March 2026, driven by significant gains in Amazon stock and notable reductions in several technology holdings.
As of March 31, 2026, David Rolfe's portfolio managed by Wedgewood Partners stands at a total value of $484.3 million. The portfolio includes significant allocations across major technology companies and other sectors, with the top ten holdings representing approximately 60% of the total portfolio value.
Among the most notable changes in the portfolio during the quarter was a substantial increase in Amazon (AMZN) holdings. The number of shares increased by 71.47%, representing one of the largest percentage gains in the portfolio. Investors can learn more about Amazon's performance and Rolfe's position by visiting this link.
Conversely, several positions saw significant reductions. Taiwan Semiconductor Manufacturing (TSM) experienced a nearly 30% decrease in holdings, while Motorola Solutions (MSI) and Microsoft (MSFT) both saw reductions exceeding 4%. Investors can explore TSM's profile here and MSI's details here.
Other notable changes include Booking Holdings (BKNG) and Old Dominion Freight Line (ODFL) both showing moderate decreases, while Alphabet (GOOGL) and Booking Holdings (BKNG) saw slight share reductions but stable allocations. Apple (AAPL) and Visa (V) also saw modest decreases in their share counts during the quarter.
For a complete view of David Rolfe's investment activity and portfolio composition, please visit his profile on InsiderSet.