Thesis Change · Q2 2025
Francois Rochon's GOOGL decision trail.
The reported action reversed direction. The latest material decision moved from trim in Q4 2024 to add in Q2 2025.
Latest snapshot: 2025-06-30 · filed 2025-08-13 · 44 days after quarter end. A position pattern does not establish the manager's thesis.
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- Pattern
- reversal
- Change signal
- 60
- Decisions observed
- 2
The reported sequence
Newest first. Every material action links to its original filing.
- Q2 2025ADD+48.3%
2.3% of reported portfolio · filed 2025-08-13
+37.5% vs SPY · 63 sessions after disclosure
- Q4 2024TRIM-26.0%
2.2% of reported portfolio · filed 2025-08-12
+37.8% vs SPY · 63 sessions after disclosure
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Form 13F reports do not state an investor's thesis, transaction date, or execution price. This page labels the observable position pattern only and starts outcome evidence after public disclosure.