ResMed Inc (RMD) grew to 2.54% of Francois Rochon's Giverny Capital portfolio in 2026 Q2, from 1.89%, according to the 13F-HR/A filed with the SEC on August 26, 2026. The share count rose 69% to 388K shares, and the position is worth about $75.5M and ranks 18th of 51 stocks by weight.
What did the 2026 Q2 filing report for RMD?
As of June 30, 2026, from the 13F-HR/A filed August 26, 2026.
| Before | After | |
|---|---|---|
| Shares | 230K | 388K |
| Shares added | +158K (69%) | |
| Reported value | $51.6M | $75.5M |
| Portfolio weight | 1.89% | 2.54% |
| Rank in portfolio | 18th of 51 |
How much did Francois Rochon add to RMD?
Francois Rochon added 158K shares of RMD during 2026 Q2, taking the stake from 230K to 388K. The reported value of the position rose by about $23.9M, from about $51.6M to about $75.5M.
Where does RMD sit in the Francois Rochon portfolio?
RMD ranks 18th of 51 stock positions in the Francois Rochon portfolio at 2.54%, above the fund's average stock position of 2%. The RMD addition was the 6th 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 RMD?
Francois Rochon first reported RMD in the quarter ended September 30, 2020. The fund sold out of the name in 2023 Q1 and came back in 2025 Q3. The current weight is the highest the fund has reported for the name. Last quarter the fund had trimmed it by 2%. Every reported trade is on the Francois Rochon RMD trade history page.
FAQ
How many RMD shares did Francois Rochon buy in 2026 Q2?
Francois Rochon added 158K shares of RMD, a 69% increase, to 388K shares.
What is the RMD position of Francois Rochon worth now?
The RMD position of Francois Rochon is worth about $75.5M at June 30, 2026 prices, 2.54% of the portfolio.
Is RMD a top holding of Francois Rochon?
RMD ranks 18th of 51 stock positions in the Francois Rochon portfolio, at 2.54%.