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← Francois Rochon

Francois Rochon's 2026Q1 portfolio

Francois Rochon (Giverny Capital) held 42 positions as of Mar 31, 2026, with the largest position at 6.6% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (42)

  1. 1BRK/BBerkshire Hathaway Inc-cl B
    % port
    6.6%
    -1.8pp vs prior Q
  2. 2GOOGAlphabet Inc-cl C
    % port
    6.5%
    -0.2pp vs prior Q
  3. 3METAMeta Platforms Inc-class A
    % port
    6.4%
    -0.5pp vs prior Q
  4. 4HEI/AHeico Corp-class A
    % port
    5.7%
    -0.6pp vs prior Q
  5. 5SCHWSchwab (charles) Corp
    % port
    5.3%
  6. 6FIVEFive Below
    % port
    5.2%
    +1.2pp vs prior Q
  7. 7AMEAmetek Inc
    % port
    4.8%
    -1.9pp vs prior Q
  8. 8MEDPMedpace Holdings Inc
    % port
    4.5%
    -0.4pp vs prior Q
  9. 9VVisa Inc-class A Shares
    % port
    4.4%
    -0.4pp vs prior Q
  10. 10IBPInstalled Building Products
    % port
    3.9%
    -0.6pp vs prior Q
  11. 11PGRProgressive Corp
    % port
    3.8%
    -0.2pp vs prior Q
  12. 12GOOGLAlphabet Inc-cl A
    % port
    3.7%
    -0.1pp vs prior Q
  13. 13KEYSKeysight Technologies IN
    % port
    3.3%
    +1.1pp vs prior Q
  14. 14NVRNvr Inc
    % port
    3.3%
    -0.1pp vs prior Q
  15. 15BKNGBooking Holdings Inc
    % port
    3.3%
    -0.6pp vs prior Q
  16. 16ADPAutomatic Data Processing
    % port
    3.1%
  17. 17MKLMarkel Group Inc
    % port
    3.0%
    -0.1pp vs prior Q
  18. 18KNSLKinsale Capital Group Inc
    % port
    2.7%
  19. 19BFAMBright Horizons Family Solut
    % port
    2.2%
    +0.8pp vs prior Q
  20. 20OZKBank Ozk
    % port
    2.1%
    +0.1pp vs prior Q
  21. 21ADIAnalog Devices Inc
    % port
    2.0%
    +0.4pp vs prior Q
  22. 22ANETArista Networks Inc
    % port
    1.9%
  23. 23DISWalt Disney Co/the
    % port
    1.9%
    -0.2pp vs prior Q
  24. 24RMDResmed Inc
    % port
    1.9%
  25. 25BROBrown & Brown Inc
    % port
    1.8%
    -0.3pp vs prior Q
  26. 26LFUSLittelfuse Inc
    % port
    1.0%
    +0.3pp vs prior Q
  27. 27LULULululemon Athletica Inc
    % port
    0.8%
    -0.2pp vs prior Q
  28. 28SUNBSunbelt Rentals Holdings Inc
    % port
    0.6%
  29. 29AAONAaon Inc
    % port
    0.6%
  30. 30JPMJpmorgan Chase & CO
    % port
    0.6%
  31. 31MAMastercard Inc - A
    % port
    0.5%
  32. 32FNDFloor & Decor Holdings Inc-a
    % port
    0.4%
  33. 33TWFGTwfg Inc
    % port
    0.4%
  34. 34FERGFerguson Enterprises Inc
    % port
    0.3%
  35. 35BRK/ABerkshire Hathaway Inc-cl A
    % port
    0.3%
  36. 36BLDRBuilders Firstsource Inc
    % port
    0.3%
  37. 37AAPLApple Inc
    % port
    0.1%
  38. 38TSMTaiwan Semiconductor-sp Adr
    % port
    0.1%
  39. 39YUMCYum China Holdings Inc
    % port
    0.1%
  40. 40GLDSpdr Gold Shares
    % port
    0.1%
  41. 41SPYSS Spdr S&p 500 Etf Trust-us
    % port
    0.1%
  42. 42MTBM & T Bank Corp
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.