David Rolfe

Investor and portfolio manager known for his long-term, concentrated investment approach and his focus on high-quality growth companies with strong competitive advantages.

Explore David Rolfe's largest investments on Profit.com, including companies like Taiwan Semiconductor Manufacturing, Alphabet Inc Class A, and Meta Platforms Inc., and their significance in his portfolio.

David Rolfe’s portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells. Additionally, real-time updates on insider trades are available through Form 4 filings, offering a more timely view of their trading activity.

David Rolfe currently invests in companies such as Taiwan Semiconductor Manufacturing, Alphabet Inc Class A, and Meta Platforms Inc., focusing on sectors like Technology and Communication Services.

The largest holding in David Rolfe’s portfolio is Taiwan Semiconductor Manufacturing, accounting for 10.48% of their total investments.

One of David Rolfe’s most profitable investments is Taiwan Semiconductor Manufacturing, which has generated a return of 89.66% over the past year.

As of 12 Apr 2026, David Rolfe’s portfolio is valued at approximately $535.49M, based on the latest filings available on Profit.com.

Yes, you can use Profit.com to follow David Rolfe’s portfolio and gain insights to build your own investment portfolio.

You can follow David Rolfe’s portfolio updates on Profit.com, which provides notifications on the latest portfolio transactions as soon as they’re available.

Stay up-to-date with David Rolfe’s latest trades by following their portfolio on Profit.com. Enable notifications to receive real-time alerts on their newest buy and sell transactions.