Keysight Technologies Inc (KEYS) fell to 1.68% of Francois Rochon's Giverny Capital portfolio in 2026 Q2, from 3.34%, according to the 13F-HR/A filed with the SEC on August 26, 2026. The share count dropped 56% to 143K shares, and the position is worth about $50.1M and ranks 22nd of 51 stocks by weight.
What did the 2026 Q2 filing report for KEYS?
As of June 30, 2026, from the 13F-HR/A filed August 26, 2026.
| Before | After | |
|---|---|---|
| Shares | 323K | 143K |
| Shares sold | -180K (56%) | |
| Reported value | $91.3M | $50.1M |
| Portfolio weight | 3.34% | 1.68% |
| Rank in portfolio | 22nd of 51 |
How much did Francois Rochon cut KEYS?
Francois Rochon sold 180K shares of KEYS during 2026 Q2, cutting the stake from 323K to 143K. The reported value of the position fell by about $41.2M, from about $91.3M to about $50.1M.
Where does KEYS sit in the Francois Rochon portfolio?
KEYS ranks 22nd of 51 stock positions in the Francois Rochon portfolio at 1.68%, about the fund's average stock position of 2%. The KEYS cut was the 2nd largest of the quarter's 56 position changes by percent change to portfolio. The largest stock position is GOOG at 7.19%. Next come HEI-A at 6.38% and META at 5.74%. The three largest stocks together are 19.3% of the book. 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 KEYS?
Francois Rochon first reported KEYS in the quarter ended March 31, 2019. The weight peaked at 4.96% in 2022 Q3. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 3%. Every reported trade is on the Francois Rochon KEYS trade history page.
Did other funds buy or sell KEYS in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 26, 2026, 3 hold KEYS. Of those, 2 trimmed the position this quarter and none added. The largest buyer of KEYS this quarter was Daniel Loeb. The largest sellers were John W. Rogers Jr. and Eric H. Schoenstein. Every tracked holder of KEYS is on the KEYS ownership page.
FAQ
How many KEYS shares did Francois Rochon sell in 2026 Q2?
Francois Rochon sold 180K shares of KEYS, 56% of the position, leaving 143K shares.
What remains of the KEYS position of Francois Rochon?
Francois Rochon still holds 143K shares of KEYS, worth about $50.1M at June 30, 2026 prices.
How much of the Francois Rochon portfolio is KEYS now?
KEYS is 1.68% of the Francois Rochon portfolio, down from 3.34% a quarter earlier.
Did other funds trim KEYS in 2026 Q2?
Among the 3 other tracked funds that hold KEYS, 2 trimmed it in 2026 Q2 and none added to it.