Francois Rochon
Giverny Capital · SEC CIK 1641864
Own the business, not the stock; ignore the noise.
This filing is 67 days old. Giverny Capital keeps roughly 93% of its positions in a typical quarter, so about 94% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 51 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| ALPHABET INC C | GOOG | $213.93M | 7.2% | |
| HEICO CORP NEW | HEI/A | $189.63M | 6.4% | |
| META PLATFORMS INC | META | $170.61M | 5.7% | |
| SCHWAB CHARLES CORP | SCHW | $155.16M | 5.2% | |
| AUTOMATIC DATA PROC INC | ADP | $146.59M | 4.9% | |
| AMETEK INC | AME | $144.87M | 4.9% | |
| MEDPACE HOLDINGS INC | MEDP | $134.48M | 4.5% | |
| VISA INC | V | $133.77M | 4.5% | |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $124.32M | 4.2% | |
| PROGRESSIVE CORP | PGR | $118.46M | 4.0% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was SCHW (shares up 10%), now $155.16M; the largest trim was GOOG (shares down 3%). All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Exited since Q1 2026
None of the previous quarter's 40 largest positions disappeared from the latest filing.
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Francois Rochon's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Giverny Capital are GOOG (7.2% of the book), HEI/A (6.4% of the book), META (5.7% of the book).
How big is Giverny Capital's portfolio?
The latest 13F reports $2.97B across 51 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Francois Rochon still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Giverny Capital's own filing history, the fund keeps roughly 93% of positions in a typical quarter, so at 67 days since the period end roughly 94% of this book is likely intact. The snapshot half-life for this fund is about 813 days.
What did Francois Rochon buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was SCHW (shares up 10%), now $155.16M; the largest trim was GOOG (shares down 3%). All of it computed from the two filings, nothing inferred.
Inside the app: the full book for Giverny Capital, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.