David Rolfe 13F Holdings & Portfolio Activity

Review David Rolfe's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

David Rolfe Top Current Holdings

David Rolfe's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-15. Reported value $484.3M.

Rank	Holding	Value	Portfolio	Latest Filing
1	GOOGLALPHABET INCCAP STK CL A \| 02079K305	$44.8M	9.2%	2026-05-15
2	TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS \| 874039100	$43.7M	9.0%	2026-05-15
3	METAMETA PLATFORMS INCCL A \| 30303M102	$37.6M	7.8%	2026-05-15
4	AAPLAPPLE INCCOM \| 037833100	$34.3M	7.1%	2026-05-15
5	MSIMOTOROLA SOLUTIONS INCCOM NEW \| 620076307	$29.5M	6.1%	2026-05-15
6	MSFTMICROSOFT CORPCOM \| 594918104	$27.4M	5.7%	2026-05-15
7	VVISA INCCOM CL A \| 92826C839	$25.1M	5.2%	2026-05-15
8	BKNGBOOKING HOLDINGS INCCOM \| 09857L108	$23.2M	4.8%	2026-05-15
9	ODFLOLD DOMINION FREIGHT LINE INCOM \| 679580100	$22.3M	4.6%	2026-05-15
10	AMZNAMAZON COM INCCOM \| 023135106	$20.8M	4.3%	2026-05-15
11	TSCOTRACTOR SUPPLY COCOM \| 892356106	$20.7M	4.3%	2026-05-15
12	URIUNITED RENTALS INCCOM \| 911363109	$18.4M	3.8%	2026-05-15
13	CBCHUBB LTD SWITZCOM \| H1467J104	$17.6M	3.6%	2026-05-15
14	CDWCDW CORPCOM \| 12514G108	$17.5M	3.6%	2026-05-15
15	PGRPROGRESSIVE CORPCOM \| 743315103	$16.5M	3.4%	2026-05-15
16	ORLYOREILLY AUTOMOTIVE INCCOM \| 67103H107	$16.5M	3.4%	2026-05-15
17	CPRTCOPART INCCOM \| 217204106	$15.4M	3.2%	2026-05-15
18	SPGIS&P GLOBAL INCCOM \| 78409V104	$13.8M	2.8%	2026-05-15
19	EWEDWARDS LIFESCIENCES CORPCOM \| 28176E108	$13.7M	2.8%	2026-05-15
20	ZTSZOETIS INCCL A \| 98978V103	$13.4M	2.8%	2026-05-15

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