Superinvestors / Giverny Capital
Francois Rochon
Giverny Capital
Quality growth at a reasonable price
$2.73B 13F value
51 positions · as of 2026-03-31 · filed 2026-05-15
This quarter
5 new4 exited8 added30 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DELDECREASED -25.2% | 6.64% | $181.44M |
| GOOG | ALPHABET INCDECREASED -2.9% | 6.52% | $178.11M |
| META | META PLATFORMS INCDECREASED -1.8% | 6.45% | $176.11M |
| HEI/A | HEICO CORP NEWDECREASED -2.1% | 5.71% | $155.89M |
| SCHW | SCHWAB CHARLES CORPDECREASED -3.1% | 5.29% | $144.37M |
Showing 5 of 51
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 51 positions
Francois Rochon's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
Sign in free