Francois Rochon's Portfolio

Giverny Capital 13F holdings

What is Francois Rochon's portfolio?

Giverny Capital has disclosed a total of 50 security holdings in their (2024 Q2) SEC 13F filing(s) with portfolio value of $2,366,692,959.

What stocks does Francois Rochon own?

In Francois Rochon's portfolio as of 30 Jun 2024, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (8.33%), (AME) AMETEK INC (6.60%), (META) META PLATFORMS INC-CLASS A (6.34%), (HEI.A) HEICO CORP INC CL A (5.43%) and (GOOG) ALPHABET INC-CL C (5.02%).

To see the historical data of Giverny Capital's portfolio holdings please click on the "2024 Q2" dropdown menu and select the date.

To see Giverny Capital's original 13F reports (2024 Q2), please click on the "important" button.

Portfolio value: $2,366M+
Period: 2024 Q2
Number of stock: 50
Update: 14 Aug 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ABNB
AIRBNB INC-CLASS A
0.05%
7,055
$151.63
10.80% $135.25
$1,069,750
ALGN
ALIGN TECHNOLOGY INC
0.31%
29,991
$241.43
7.27% $223.87
$7,240,727
+3.88% (+1,120)
+0.01%
GOOGL
ALPHABET INC-CL A
2.39%
310,083
$182.15
3.39% $175.98
$56,481,618
+5.95% (+17,419)
+0.13%
GOOG
ALPHABET INC-CL C
5.02%
647,436
$183.42
3.32% $177.33
$118,752,711
+0.25% (+1,636)
+0.01%
AME
AMETEK INC
6.60%
936,696
$166.71
15.97% $193.33
$156,156,590
+0.94% (+8,719)
+0.06%
ADI
ANALOG DEVICES INC
1.93%
200,423
$228.26
7.56% $211.01
$45,748,554
+3.63% (+7,022)
+0.07%
AAPL
APPLE INC
0.09%
10,027
$210.62
8.73% $229.00
$2,111,887
ANET
ARISTA NETWORKS INC
1.45%
97,619
$350.48
8.91% $381.71
$34,213,507
+2.10% (+2,006)
+0.03%
BAC
BANK OF AMERICA CORP
1.66%
986,115
$39.77
15.82% $46.06
$39,217,794
-0.08% (-835)
-0.00%
OZK
BANK OZK
2.07%
1,194,539
$41.00
16.32% $47.69
$48,976,099
+2.53% (+29,429)
+0.05%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
0.18%
7
$612,241.00
14.87% $703,300.00
$4,285,687
BRK.B
BERKSHIRE HATHAWAY INC CL-B
8.33%
484,470
$406.80
15.25% $468.83
$197,082,396
+0.94% (+4,495)
+0.08%
BKNG
BOOKING HOLDINGS INC
3.35%
20,003
$3,961.50
26.63% $5,016.43
$79,241,885
+77.11% (+8,709)
+1.46%
KMX
CARMAX INC
4.94%
1,594,948
$73.34
4.53% $76.66
$116,973,486
+0.79% (+12,550)
+0.04%
CPRT
COPART INC
0.06%
27,484
$54.16
2.33% $55.42
$1,488,533
CACC
CREDIT ACCEPTANCE CORP
0.55%
25,107
$514.68
13.04% $447.57
$12,922,071
+3.92% (+947)
+0.02%
DFH
DREAM FINDERS HOMES INC - A
0.04%
32,202
$25.82
8.09% $27.91
$831,456
EW
EDWARDS LIFESCIENCES CORP
1.74%
446,016
$92.37
24.72% $69.54
$41,198,498
+0.07% (+298)
+0.00%
FERG
FERGUSON PLC
0.24%
29,765
$193.65
4.69% $202.74
$5,763,992
+2.96% (+855)
+0.01%
FISV
FISERV INC
3.05%
484,933
$149.04
23.36% $114.23
$72,274,414
+0.98% (+4,687)
+0.03%
20 of 50

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
CIEN
CIENA CORP
661
-0.00%
COHR
COHERENT CORP
116,314
-0.30%
TJX
TJX COMPANIES INC
1,085
-0.00%

Shares, change to shares, sold shares - 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.