Question 1

What stocks did David Rolfe buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, David Rolfe added 0 new positions and increased 5 existing holdings, totaling $145.2M in buy activity. New positions alone account for $0.

Question 2

What was David Rolfe's biggest new buy?

Accepted Answer

David Rolfe did not open any new positions in the Q2 '26 filing.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio	Change
META	META PLATFORMS INC	76471	$43.1M	8.89%	+16.2%
MSFT	MICROSOFT CORP	89518	$33.4M	6.89%	+21.1%
V	VISA INC	89188	$30.6M	6.32%	+7.4%
CB	CHUBB LIMITED	68039	$23.2M	4.79%	+26.3%
TOL	TOLL BROTHERS INC	90562	$14.9M	3.08%	+2.6%

David Rolfe — Recent Buys

Increased positions (5)