Francois Rochon
Giverny Capital
Francois Rochon Amazon.com Inc stake
total: 126
Giverny Capital AMZN trades
- Total transactions:
- 10
- New positions:
- 2
- Sold out:
- 2
- Added:
- 4
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2025 Q3
According to 2026 Q2 report, Francois Rochon doesn't hold any Amazon.com Inc (AMZN) shares. To date, the estimated cost basis is nearly $219.39 for "buy" trades and estimated average "sell" price is $219.39. Giverny Capital first purchased AMZN in 2020 Q2, initially acquiring 9,180 shares. Francois Rochon later completely sold out the position and invested in Amazon.com Inc again in 2025 Q2. Since the initial investment in Amazon.com Inc (AMZN), Giverny Capital has made 9 more transactions.
When did Francois Rochon sell Amazon.com Inc (AMZN)?
Francois Rochon sold off the entire Amazon.com Inc (AMZN) position in 2025 Q3.
When did Francois Rochon buy Amazon.com Inc (AMZN)?
Francois Rochon first invested in Amazon.com Inc (AMZN) in 2020 Q2 at the reported quarter-end price of $137.91 per share.
What's the cost basis of Giverny Capital's AMZN stake?
The estimated cost basis for Amazon.com Inc (AMZN) stake is around $219.39 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $219.39
- Weighted AVG sell price:
- $219.39
Francois Rochon's historical trades in Amazon.com Inc
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q3
|
0.00%
|
0
|
$219.39
|
|
-100% (-1,174)
|
-0.01%
|
|
2025 Q2
|
0.01%
|
1,174
|
$219.39
|
$257,564
|
new
|
+0.01%
|
|
2022 Q1
|
0.00%
|
0
|
$166.69
|
|
-100% (-15,160)
|
-0.13%
|
|
2021 Q4
|
0.13%
|
15,160
|
$166.69
|
$2,527,000
|
+7.82% (+1,100)
|
+0.01%
|
|
2021 Q3
|
0.14%
|
14,060
|
$164.22
|
$2,309,000
|
+50.86% (+4,740)
|
+0.05%
|
|
2021 Q2
|
0.10%
|
9,320
|
$172.00
|
$1,603,000
|
-4.90% (-480)
|
-0.01%
|
|
2021 Q1
|
0.10%
|
9,800
|
$154.69
|
$1,516,000
|
+5.15% (+480)
|
+0%
|
|
2020 Q4
|
0.12%
|
$162.88
|
-9.86% (-1,020)
|
|||
|
2020 Q3
|
0.15%
|
$157.45
|
+12.64% (+1,160)
|
|||
|
2020 Q2
|
0.13%
|
$137.91
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.