David Rolfe's Top Holdings: Analysis of Alphabet, TSMC, and Amazon in Q1 2026 Portfolio
Wedgewood Partners' David Rolfe held a substantial portfolio worth $484 million as of March 31, 2026, with significant allocations to Alphabet (GOOGL), Taiwan Semiconductor (TSM), Meta Platforms (META), and others.
As of March 31, 2026, David Rolfe, managing director at investment advisory firm Wedgewood Partners, held a substantial portfolio valued at approximately $484 million. His top holdings, representing the core of his investment strategy, included prominent names across technology, communication services, and consumer sectors.
His largest position was in Alphabet Inc. (GOOGL), commonly known as Google. Rolfe held over 155,700 shares of the Communication Services stock, representing about 9.25% of his total portfolio. The position saw a slight reduction in shares compared to the previous period, decreasing by 5.01%.
Taiwan Semiconductor Manufacturing Company (TSM) was the second-largest holding, with a 9.03% allocation. Rolfe owned more than 129,353 shares of the Technology stock. This position experienced a significant decline, with shares reduced by 29.95% and value decreasing by the same percentage.
Metal Platforms Inc. (META), the parent company of Meta, held the third spot with a 7.77% allocation. Rolfe's stake in this Communication Services company showed a decrease of 4.82% in shares during the period.
Apple Inc. (AAPL) was another major holding, comprising 7.08% of the portfolio. The Technology stock saw a moderate reduction in Rolfe's position, with shares down 5.45%.
Motorola Solutions (MSI) held a 6.09% allocation. Rolfe's stake in this Technology company decreased by 5.27% in shares.
Micrsoft Corporation (MSFT) represented 5.65% of the portfolio. Rolfe's position in this Technology giant decreased by 4.62% in shares.
VISA Inc. (V) was allocated 5.18% of the portfolio. Rolfe's stake in this Financial Services company decreased by 4.75% in shares.
Booking Holdings (BKNG) held a 4.8% allocation. Rolfe's position in this Consumer Cyclical stock decreased by 5.16% in shares.
Old Dominion Freight Line (ODFL) represented 4.6% of the portfolio. Rolfe's stake in this Industrials stock decreased by 5.09% in shares.
Notably, Amazon.com Inc. (AMZN) showed a significant increase in Rolfe's portfolio allocation, jumping to 4.3% during the period. This allocation saw a substantial increase of 71.47% in shares, indicating a strategic move towards this Consumer Cyclical stock.
For detailed insights into David Rolfe's investment approach and performance, readers can visit the Wedgewood Partners profile on Insiderset. Specific information on each stock in his portfolio, including detailed ownership data, is available on the respective stock pages linked below.
David Rolfe - Wedgewood Partners Investor Profile
Alphabet Inc. (GOOGL) | Taiwan Semiconductor Manufacturing Company (TSM) | Meta Platforms Inc. (META) | Apple Inc. (AAPL) | Motorola Solutions Inc. (MSI) | Microsoft Corporation (MSFT) | VISA Inc. (V) | Booking Holdings Inc. (BKNG) | Old Dominion Freight Line Inc. (ODFL) | Amazon.com Inc. (AMZN)