What Francois Rochon bought and sold in Q3 2025
In Q3 2025, Francois Rochon (Giverny Capital) opened 1 new position — including RMD (2.0%), added to 2, trimmed 2, exited 4 (SBUX, BAC, AMZN). The book stood at $3.26B across 52 positions, filed Nov 17, 2025.
1New2Added2Trimmed4Exited
New positions (1)
Added to (2)
Trimmed (2)
Exited (4)
- SBUXStarbucks Corpwas 2.4% of book
- BACBank OF America Corpwas 1.6% of book
- AMZNAmazon.com Incwas <0.1% of book
- ISRGIntuitive Surgical Incwas <0.1% of book
Francois Rochon's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.