Manager research

David Rolfe

David Rolfe reports $484.4M across 18 holdings in 2026 Q2. Use the filing history and linked holdings to trace how the portfolio changes over time.

Latest visible filing: 2026 Q2 ยท Canonical manager URL /managers/david-rolfe

Manager profile evidence

This profile is based on the latest visible SEC 13F filing coverage. Portfolio values represent reported quarter-end positions and are not live assets under management.

Portfolio value
$484.4M
Holdings
18
Latest filing
2026 Q2
Manager status
Tracked

Top reported holdings

  • TSMReported top holding
  • GOOGLReported top holding
  • METAReported top holding