Meta Platforms Inc (META) took the top spot in Francois Rochon's Giverny Capital portfolio in 2026 Q3, according to the 13F-HR filed with the SEC on November 12, 2026. The stake is 291K shares worth about $211M at September 30, 2026, 7.23% of the reported portfolio. META ranked 3rd a quarter earlier, at 5.74% of the book.
What did the 2026 Q3 filing report for META?
As of September 30, 2026, from the 13F-HR filed November 12, 2026.
| Value | |
|---|---|
| Portfolio weight | 7.23% |
| Shares | 291K |
| Reported value | $211M |
| Rank in portfolio | 1st of 51 |
| Rank a quarter earlier | 3rd |
| Largest holding a quarter earlier | GOOG at 7.19% |
| Next largest holding now | GOOG at 6.83% |
How did META become the largest holding?
Francois Rochon trimmed the META share count by 4% in 2026 Q3; the name moved up as the rest of the book shifted. GOOG, the largest holding a quarter earlier at 7.19%, was trimmed to 6.83%, now 2nd. The next largest holding now is GOOG at 6.83%.
Where does META sit in the Francois Rochon portfolio?
META is the largest of 51 stock positions in the Francois Rochon portfolio at 7.23%, above the fund's average stock position of 2%. The META cut was the 8th largest of the quarter's 51 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Francois Rochon reported 51 stock positions, with 3 opened and 3 closed. The total portfolio value is about $2.92B, down 2% from the prior quarter.
How long has Francois Rochon held META?
Francois Rochon first reported META in the quarter ended June 30, 2018. The weight peaked at 8.07% in 2025 Q2. Last quarter the fund cut the position by 2%. Every reported trade is on the Francois Rochon META trade history page.
Did other funds buy or sell META in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 12, 2026, 6 hold META. Of those, one opened it this quarter. The largest buyers of META this quarter were John Armitage and Paul Lountzis. The largest sellers were Lewis Sanders, Greenbrier Partners Capital Management and Mairs & Power Growth Fund. Every tracked holder of META is on the META ownership page.
FAQ
What is the largest holding in the Francois Rochon portfolio?
META is the largest holding in the Francois Rochon portfolio as of 2026 Q3, at 7.23% of the reported value.
What was the largest holding of Francois Rochon a quarter earlier?
GOOG, at 7.19% of the book. GOOG, the largest holding a quarter earlier at 7.19%, was trimmed to 6.83%, now 2nd.
How did META become the largest holding of Francois Rochon?
META ranked 3rd a quarter earlier, at 5.74% of the book. Francois Rochon trimmed the META share count by 4% in 2026 Q3; the name moved up as the rest of the book shifted. GOOG, the largest holding a quarter earlier at 7.19%, was trimmed to 6.83%, now 2nd.
How many META shares does Francois Rochon hold?
Francois Rochon holds 291K shares of META, worth about $211M at September 30, 2026 prices.