Portfolios of the great investors (13F)
François Rochon portfolio · Giverny
13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.
- Reported value
- 2.974 M$
- Holdings
- 51
- Buys
- 19
- Sells
- 34
| New York Times Co-A- (A) | new |
| Msa Safety Inc | new |
| Watsco Inc | new |
| Veeva Systems Inc Cl-A | new |
| American Express Co | new |
| Hawkins Inc | new |
| Invesco Qqq Tr | new |
| Schwab Charles Corp | increased 9% |
| Automatic Data Proc Inc | increased 56% |
| Progressive Corp | increased 3% |
| Booking Holdings Inc. | increased 2.375% |
| Kinsale Capital Group In | increased 10% |
| Bright Horizonsfamily Solution | increased 46% |
| Resmed Inc | increased 69% |
| Aaon Inc | increased 1% |
| M & T Bk Corp | sold out |
| Invesco S&P500 Eq Wgt Etf | sold out |
| Invesco Exch Traded Fd Tr Ii | sold out |
| Birkenstock Hldg Plc | sold out |
| Old Dominion Freight Line In | sold out |
| Siteone Landscape Supply Inc | sold out |
| Novo-Nordisk A S | sold out |
| Alphabet Inc C (C) | reduced -2% |
| Meta Platforms Inc (A) | reduced -2% |
| Ametek Inc | reduced -2% |
| Medpace Holdings Inc | reduced -1% |
| Visa Inc (A) | reduced -2% |
| Berkshire Hathaway Inc Del (B) | reduced -34% |
| Alphabet Inc (A) | reduced -11% |
| Five Below Inc | reduced -3% |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Alphabet Inc C (C) | 7,2% | 214 M$ | 605.460 | reduced -2% |
| Heico Corp New (A) | 6,4% | 190 M$ | 735.248 | |
| Meta Platforms Inc (A) | 5,7% | 171 M$ | 302.888 | reduced -2% |
| Schwab Charles Corp | 5,2% | 155 M$ | 1.681.567 | increased 9% |
| Automatic Data Proc Inc | 4,9% | 147 M$ | 654.556 | increased 56% |
| Ametek Inc | 4,9% | 145 M$ | 598.781 | reduced -2% |
| Medpace Holdings Inc | 4,5% | 134 M$ | 253.931 | reduced -1% |
| Visa Inc (A) | 4,5% | 134 M$ | 389.900 | reduced -2% |
| Berkshire Hathaway Inc Del (B) | 4,2% | 124 M$ | 248.447 | reduced -34% |
| Progressive Corp | 4,0% | 118 M$ | 542.292 | increased 3% |
| Alphabet Inc (A) | 3,7% | 111 M$ | 310.118 | reduced -11% |
| Five Below Inc | 3,6% | 108 M$ | 598.122 | reduced -3% |
| Booking Holdings Inc. | 3,1% | 93 M$ | 522.664 | increased 2.375% |
| Installed Bldg Prods Inc | 3,1% | 91 M$ | 397.662 | reduced -1% |
| Nvr Inc | 3,0% | 90 M$ | 13.238 | reduced -3% |
| Kinsale Capital Group In | 2,7% | 79 M$ | 240.731 | increased 10% |
| Bright Horizonsfamily Solution | 2,6% | 77 M$ | 1.080.793 | increased 46% |
| Resmed Inc | 2,5% | 76 M$ | 387.665 | increased 69% |
| Bank Ozk Little Rock Ark | 2,1% | 62 M$ | 1.198.116 | reduced -3% |
| Markel Corp | 2,0% | 60 M$ | 30.877 | reduced -28% |
| Arista Networks Inc | 1,9% | 58 M$ | 339.892 | reduced -20% |
| Keysight Technologies Inc | 1,7% | 50 M$ | 143.072 | reduced -56% |
| Disney Walt Co | 1,7% | 50 M$ | 515.567 | reduced -4% |
| Brown & Brown | 1,6% | 48 M$ | 753.288 | |
| Analog Devices Inc | 1,2% | 37 M$ | 93.310 | reduced -45% |
| New York Times Co-A- (A) | 1,1% | 34 M$ | 484.424 | new |
| Littelfuse Inc | 1,1% | 34 M$ | 74.125 | reduced -8% |
| Msa Safety Inc | 1,0% | 29 M$ | 166.305 | new |
| Watsco Inc | 0,9% | 27 M$ | 65.975 | new |
| Aaon Inc | 0,9% | 26 M$ | 204.779 | increased 1% |
| Spdr Gold Tr | 0,8% | 25 M$ | 3.876 | |
| Sunbelt Rentals Holdings | 0,7% | 22 M$ | 246.369 | reduced -9% |
| Veeva Systems Inc Cl-A | 0,6% | 17 M$ | 94.956 | new |
| American Express Co | 0,5% | 16 M$ | 46.702 | new |
| Twfg Inc (A) | 0,5% | 16 M$ | 652.452 | increased 18% |
| Jpmorgan Chase & Co | 0,5% | 16 M$ | 47.876 | reduced -8% |
| Mastercard Incorporated (A) | 0,5% | 15 M$ | 28.816 | increased 3% |
| Lululemon Athletica Inc | 0,5% | 15 M$ | 128.803 | reduced -10% |
| Floor & Decor Hldgs Inc (A) | 0,5% | 14 M$ | 229.867 | reduced -1% |
| Hawkins Inc | 0,5% | 13 M$ | 94.954 | new |
| Ferguson Enterprises Inc | 0,3% | 9 M$ | 37.380 | increased 2% |
| Builders Firstsource Inc | 0,3% | 8 M$ | 91.464 | |
| Berkshire Hathaway Inc Del (A) | 0,2% | 7 M$ | 9 | reduced -18% |
| Apple Inc | 0,1% | 4 M$ | 12.995 | reduced -14% |
| Taiwan Semiconductor Mfg Ltd | 0,1% | 2 M$ | 3.655 | reduced -55% |
| Spdr S&P 500 Etf | 0,1% | 2 M$ | 2.294 | reduced -7% |
| Yum China Hldgs Inc | 0,0% | 1 M$ | 36.036 | |
| Ishares Tr | 0,0% | 1 M$ | 11.662 | increased 7% |
| Microsoft Corp | 0,0% | 666.587 | 1.787 | reduced -6% |
| Invesco Qqq Tr | 0,0% | 287.932 | 391 | new |
| Copart Inc | 0,0% | 233.244 | 8.274 | reduced -70% |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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