Alphabet Inc, CL-C (GOOG) took the top spot in Francois Rochon's Giverny Capital portfolio in 2026 Q2, according to the 13F-HR/A filed with the SEC on August 26, 2026. The stake is 605K shares worth about $213.9M at June 30, 2026, 7.19% of the reported portfolio. GOOG ranked 2nd a quarter earlier, at 6.52% of the book.
What did the 2026 Q2 filing report for GOOG?
As of June 30, 2026, from the 13F-HR/A filed August 26, 2026.
| Value | |
|---|---|
| Portfolio weight | 7.19% |
| Shares | 605K |
| Reported value | $213.9M |
| Rank in portfolio | 1st of 51 |
| Rank a quarter earlier | 2nd |
| Largest holding a quarter earlier | BRK-B at 6.64% |
| Next largest holding now | HEI-A at 6.38% |
How did GOOG become the largest holding?
Francois Rochon trimmed the GOOG share count by 2% in 2026 Q2; the name moved up as the rest of the book shifted. BRK-B, the largest holding a quarter earlier at 6.64%, was trimmed to 4.18%, now 9th. The next largest holding now is HEI-A at 6.38%.
Where does GOOG sit in the Francois Rochon portfolio?
GOOG is the largest of 51 stock positions in the Francois Rochon portfolio at 7.19%, above the fund's average stock position of 2%. The GOOG cut was the 18th largest of the quarter's 56 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Francois Rochon reported 51 stock positions, with 7 opened and 7 closed. The total portfolio value is about $3B, up 9% from the prior quarter.
How long has Francois Rochon held GOOG?
Francois Rochon first reported GOOG in the quarter ended March 31, 2015. The current weight is the highest the fund has reported for the name. Last quarter the fund cut the position by 3%. Every reported trade is on the Francois Rochon GOOG trade history page.
Did other funds buy or sell GOOG in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 26, 2026, 26 hold GOOG. Of those, one opened it this quarter. Another 2 sold out of it. The largest buyers of GOOG this quarter were Warren Buffett, Chris Hohn and David Tepper. The largest sellers were Lewis Sanders, Dodge & Cox Stock Fund and Eagle Capital Management. Every tracked holder of GOOG is on the GOOG ownership page.
FAQ
What is the largest holding in the Francois Rochon portfolio?
GOOG is the largest holding in the Francois Rochon portfolio as of 2026 Q2, at 7.19% of the reported value.
What was the largest holding of Francois Rochon a quarter earlier?
BRK-B, at 6.64% of the book. BRK-B, the largest holding a quarter earlier at 6.64%, was trimmed to 4.18%, now 9th.
How did GOOG become the largest holding of Francois Rochon?
GOOG ranked 2nd a quarter earlier, at 6.52% of the book. Francois Rochon trimmed the GOOG share count by 2% in 2026 Q2; the name moved up as the rest of the book shifted. BRK-B, the largest holding a quarter earlier at 6.64%, was trimmed to 4.18%, now 9th.
How many GOOG shares does Francois Rochon hold?
Francois Rochon holds 605K shares of GOOG, worth about $213.9M at June 30, 2026 prices.