David Rolfe's Top Holdings: Analysis of Portfolio Concentration on Tech Giants and Growth Stocks
Wedgewood Partners' David Rolfe holds significant stakes in TSM, GOOGL, META, and other top holdings as of Dec 31, 2025, with notable share changes reported.
As of December 31, 2025, David Rolfe, Managing Director at Wedgewood Partners, maintains a substantial portfolio valued at approximately $535 million. This analysis focuses on his top holdings, which represent significant allocations within his investment strategy.
David Rolfe's portfolio is heavily concentrated in the Technology sector, with TSM, AAPL, and MSFT forming core components. TAIWAN SEMICONDUCTOR MFG LTD (TSM) stands as the largest holding, accounting for 10.48% of the portfolio. The position saw a slight reduction in shares (-4621 shares, -2.44%) during the period. Similarly, APPLE INC (AAPL) allocation stands at 7.26%, though it experienced a more pronounced decline in shares (-23,970 shares, -14.36%). MICROSOFT CORP (MSFT) at 7.0% allocation also saw modest share reduction (-1,712 shares, -2.16%).
Communication Services is another dominant sector in Rolfe's top holdings. ALPHABET INC (GOOGL) holds a 9.58% allocation, but it witnessed a significant decrease in shares (-43,319 shares, -20.9%). META PLATFORMS INC (META) follows with an 8.52% allocation, showing a small but noteworthy decline in shares (-1,459 shares, -2.07%).
David Rolfe also diversifies his top holdings into other sectors. BOOKING HOLDINGS INC (BKNG) at 5.82% allocation saw minor share reduction (-83 shares, -1.41%). In the Financial Services sector, VISA INC (V) holds 5.71% of the portfolio, with a slight decrease in shares (-1,969 shares, -2.21%).
Interestingly, there's a positive outlier in the share change data. MOTOROLA SOLUTIONS INC (MSI) in the Technology sector increased its share count by 24.61% (up 14,167 shares), boosting its portfolio allocation to 5.13%. Consumer Cyclical holdings include TRACTOR SUPPLY CO (TSCO) at 4.49% and BOOKING HOLDINGS INC (BKNG) at 5.82%, both showing minor share decreases. Industrials is represented by UNITED RENTALS INC (URI) at 4.01%, also with a slight share reduction (-411 shares, -1.53%).
For detailed insights into David Rolfe's investment profile and these holdings, readers can explore his profile at https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. Specific information on each stock, such as TSM https://www.insiderset.com/investors/stocks/TSM, GOOGL https://www.insiderset.com/investors/stocks/GOOGL, META https://www.insiderset.com/investors/stocks/META, AAPL https://www.insiderset.com/investors/stocks/AAPL, MSFT https://www.insiderset.com/investors/stocks/MSFT, BKNG https://www.insiderset.com/investors/stocks/BKNG, V https://www.insiderset.com/investors/stocks/V, MSI https://www.insiderset.com/investors/stocks/MSI, TSCO https://www.insiderset.com/investors/stocks/TSCO, and URI https://www.insiderset.com/investors/stocks/URI, can be found on Insiderset.