David Rolfe's Top Holdings: Analysis of Wedgewood Partners Portfolio as of 2025
David Rolfe's portfolio as of December 31, 2025, totals $535 million, heavily weighted in Technology and Communication Services stocks.
Wedgewood Partners investor David Rolfe's portfolio, valued at $535.49 million as of December 31, 2025, is dominated by technology and communication services stocks, reflecting a significant allocation to high-growth sectors.
His largest position is in TAIWAN SEMICONDUCTOR MFG LTD (TSM), a Technology stock representing 10.48% of his holdings. Rolfe reduced his stake by 2.44%, decreasing shares by 4621 units during the period.
ALPHABET INC (GOOGL), another Technology holding at 9.58% allocation, saw a substantial reduction in Rolfe's position, with shares down by 20.9% and a corresponding decrease in holdings of 43,319 shares.
META PLATFORMS INC (META) in the Communication Services sector, accounting for 8.52% of the portfolio, also experienced a decline in Rolfe's ownership, with a 2.07% reduction in shares and a decrease of 1,459 holdings.
APPLE INC (AAPL), a Technology stock at 7.26% allocation, was another position trimmed by the investor, with a 14.36% reduction in shares and a decrease of 23,970 holdings.
Among the top holdings, MICROSOFT CORP (MSFT) Technology stock at 7.0% allocation also saw a decrease, with a 2.16% share reduction and a drop of 1,712 holdings.
Notably, the investor increased his position in MOTOROLA SOLUTIONS INC (MSI) Technology stock, which now represents 5.13% of the portfolio. Rolfe added 24.61% more shares and increased holdings by 14,167 units.
Other significant holdings include BOOKING HOLDINGS INC (BKNG) Consumer Cyclical at 5.82%, VISA INC (V) Financial Services at 5.71%, and MOTOROLA SOLUTIONS INC (MSI) Technology at 5.13%, all showing various degrees of share change activity during the period.
For detailed analysis of David Rolfe's investment patterns, visit his profile on Insiderset: https://www.insiderset.com/investor/david-rolfe-wedgewood-partners. You can also explore each stock's performance and details by visiting their respective pages, such as for TAIWAN SEMICONDUCTOR MFG LTD (TSM), ALPHABET INC (GOOGL), and others listed in his portfolio.