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David Rolfe Portfolio

Wedgewood Partners · portfolio as of Q2 2026, filed Aug 14, 2026

Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.

How cheap is David Rolfe's portfolio?

1 of 18 holdings are Undervalued or On Sale by our valuation (5% of the money).

Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026.

This quarter's moves · vs Q1 2026

TSMTaiwan Semiconductor Manufacturing Company Limited375.44DecreasedOverpriced79% above fair value10.4% of portfolio · $50.4M · -18%
GOOGLAlphabet Inc.284.78DecreasedOverpriced19% above fair value9.4% of portfolio · $45.5M · -18%
METAMeta Platforms, Inc.610.15IncreasedOverpriced31% above fair value8.9% of portfolio · $43.1M · +16%
MSFTMicrosoft Corporation530.61IncreasedOverpriced42% above fair value6.9% of portfolio · $33.4M · +21%
AMZNAmazon.com, Inc.259.30IncreasedOverpriced74% above fair value6.7% of portfolio · $32.3M · +36%

Full portfolio

TSMTaiwan Semiconductor Manufacturing Company Limited375.44Overpriced79% above fair value10.4% of portfolio · $50.4M
GOOGLAlphabet Inc.284.78Overpriced19% above fair value9.4% of portfolio · $45.5M
METAMeta Platforms, Inc.610.15Overpriced31% above fair value8.9% of portfolio · $43.1M
AAPLApple Inc.342.37Overpriced67% above fair value7.8% of portfolio · $37.8M
MSFTMicrosoft Corporation530.61Overpriced42% above fair value6.9% of portfolio · $33.4M

Questions about David Rolfe's portfolio

What does David Rolfe own?

David Rolfe's portfolio holds 18 stocks worth $484.4M at the end of Q2 2026. The largest positions are TSM, GOOGL, META, AAPL and MSFT.

What did David Rolfe buy last quarter?

In Q2 2026, David Rolfe added to AMZN, BKNG, META, MSFT, PGR and CB.

What did David Rolfe sell?

In Q2 2026, David Rolfe sold out of CDW, IWF, TSCO and ZTS and trimmed GOOGL, TSM and URI.

Which of David Rolfe's stocks are undervalued right now?

CB is Undervalued or On Sale by our valuation.

When is the next update?

Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →