David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  NVIDIA Corp. (NVDA)
← All NVDA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q3 0 0.00 Sell 100.00% 2.63 $9.41–14.73 · VW $12.37i SEC
2020   Q2 1,632,720 2.63 Reduce 50.97% 2.12 $5.96–9.64 · VW $8.15i $15,506,000 SEC
2020   Q1 3,330,160 4.16 Reduce 52.98% 2.24 $4.52–7.91 · VW $6.34i $21,944,000 SEC
2019   Q4 7,082,360 4.22 Add 25.51% 0.86 $4.25–6.05 · VW $5.24i $41,660,000 SEC
2019   Q3 5,642,680 2.18 Buy 2.18 $3.68–4.71 · VW $4.19i $24,555,000 SEC
Price snapshot:
Current price$203.53
52-week low$161.80
52-week high$236.26