Francois Rochon
Giverny Capital · Quality growth (buy-and-hold) Runs a long-only, low-turnover portfolio of high-quality growth companies from Montreal, following a buy-and-hold owner's mindset.
Showing all 51 reported 13(f) positions; TradingPilot links only the 8 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- ALPHABET INC C7.2%
- HEICO CORP NEW6.4%
- META5.7%
- SCHWAB CHARLES CORP5.2%
- AUTOMATIC DATA PROC INC4.9%
- AMETEK INC4.9%
- MEDPACE HOLDINGS INC4.5%
- V4.5%
- BERKSHIRE HATHAWAY INC DEL4.2%
- PROGRESSIVE CORP4.0%
- Others48.5%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ALPHABET INC C | 7.2% | 605,460 | $353.33 | — | $213.9M | Trimmed −2% |
| 2 | — | HEICO CORP NEW | 6.4% | 735,248 | $257.91 | — | $189.6M | Trimmed −0% |
| 3 | META | META PLATFORMS INC | 5.7% | 302,888 | $563.29 | $624.52 +10.9% | $170.6M | Trimmed −2% |
| 4 | — | SCHWAB CHARLES CORP | 5.2% | 1,681,567 | $92.27 | — | $155.2M | Added +9% |
| 5 | — | AUTOMATIC DATA PROC INC | 4.9% | 654,556 | $223.95 | — | $146.6M | Added +56% |
| 6 | — | AMETEK INC | 4.9% | 598,781 | $241.94 | — | $144.9M | Trimmed −2% |
| 7 | — | MEDPACE HOLDINGS INC | 4.5% | 253,931 | $529.59 | — | $134.5M | New |
| 8 | V | VISA INC | 4.5% | 389,900 | $343.09 | $410.54 +19.7% | $133.8M | Trimmed −2% |
| 9 | — | BERKSHIRE HATHAWAY INC DEL | 4.2% | 248,447 | $500.39 | — | $124.3M | Trimmed −34% |
| 10 | — | PROGRESSIVE CORP | 4.0% | 542,292 | $218.45 | — | $118.5M | Added +3% |
| 11 | GOOGL | ALPHABET INC | 3.7% | 310,118 | $357.37 | $283.82 -20.6% | $110.8M | Trimmed −11% |
| 12 | — | FIVE BELOW INC | 3.6% | 598,122 | $179.79 | — | $107.5M | Trimmed −3% |
| 13 | — | BOOKING HOLDINGS INC. | 3.1% | 522,664 | $178.24 | — | $93.2M | Added +2375% |
| 14 | — | INSTALLED BLDG PRODS INC | 3.1% | 397,662 | $229.84 | — | $91.4M | Trimmed −1% |
| 15 | — | NVR INC | 3.0% | 13,238 | $6,813.40 | — | $90.2M | Trimmed −3% |
| 16 | — | KINSALE CAPITAL GROUP IN | 2.7% | 240,731 | $329.81 | — | $79.4M | Added +10% |
| 17 | — | BRIGHT HORIZONSFAMILY SOLUTION | 2.6% | 1,080,793 | $70.88 | — | $76.6M | Added +46% |
| 18 | — | RESMED INC | 2.5% | 387,665 | $194.88 | — | $75.5M | Added +69% |
| 19 | — | BANK OZK LITTLE ROCK ARK | 2.1% | 1,198,116 | $52.09 | — | $62.4M | Trimmed −3% |
| 20 | — | MARKEL CORP | 2.0% | 30,877 | $1,953.01 | — | $60.3M | Trimmed −28% |
| 21 | — | ARISTA NETWORKS INC | 1.9% | 339,892 | $169.88 | — | $57.7M | Trimmed −20% |
| 22 | — | KEYSIGHT TECHNOLOGIES INC | 1.7% | 143,072 | $350.07 | — | $50.1M | Trimmed −56% |
| 23 | DIS | DISNEY WALT CO | 1.7% | 515,567 | $96.25 | $110.91 +15.2% | $49.6M | Trimmed −4% |
| 24 | — | BROWN & BROWN | 1.6% | 753,288 | $64.15 | — | $48.3M | Trimmed −0% |
| 25 | — | ANALOG DEVICES INC | 1.2% | 93,310 | $397.17 | — | $37.1M | Trimmed −45% |
| 26 | — | NEW YORK TIMES CO-A- | 1.1% | 484,424 | $69.98 | — | $33.9M | New |
| 27 | — | LITTELFUSE INC | 1.1% | 74,125 | $455.33 | — | $33.8M | Trimmed −8% |
| 28 | — | MSA SAFETY INC | 1.0% | 166,305 | $174.58 | — | $29.0M | New |
| 29 | — | WATSCO INC | 0.9% | 65,975 | $416.73 | — | $27.5M | New |
| 30 | — | AAON INC | 0.9% | 204,779 | $126.86 | — | $26.0M | Added +1% |
| 31 | — | SPDR GOLD TR | 0.8% | 3,876 | $6,458.50 | — | $25.0M | Held +0% |
| 32 | — | SUNBELT RENTALS HOLDINGS | 0.7% | 246,369 | $87.65 | — | $21.6M | Trimmed −9% |
| 33 | — | VEEVA SYSTEMS INC CL-A | 0.6% | 94,956 | $177.47 | — | $16.9M | New |
| 34 | — | AMERICAN EXPRESS CO | 0.5% | 46,702 | $337.33 | — | $15.8M | New |
| 35 | — | TWFG INC | 0.5% | 652,452 | $24.05 | — | $15.7M | Added +18% |
| 36 | JPM | JPMORGAN CHASE & CO | 0.5% | 47,876 | $327.33 | $343.58 +5.0% | $15.7M | Trimmed −8% |
| 37 | — | MASTERCARD INCORPORATED | 0.5% | 28,816 | $513.60 | — | $14.8M | Added +3% |
| 38 | — | LULULEMON ATHLETICA INC | 0.5% | 128,803 | $114.18 | — | $14.7M | Trimmed −10% |
| 39 | — | FLOOR & DECOR HLDGS INC | 0.5% | 229,867 | $59.36 | — | $13.6M | Trimmed −1% |
| 40 | — | HAWKINS INC | 0.5% | 94,954 | $142.10 | — | $13.5M | New |
| 41 | — | FERGUSON ENTERPRISES INC | 0.3% | 37,380 | $237.33 | — | $8.9M | Added +2% |
| 42 | — | BUILDERS FIRSTSOURCE INC | 0.3% | 91,464 | $89.48 | — | $8.2M | Trimmed −0% |
| 43 | — | BERKSHIRE HATHAWAY INC DEL | 0.2% | 9 | $748,850.00 | — | $6.7M | Trimmed −18% |
| 44 | AAPL | APPLE INC | 0.1% | 12,995 | $289.36 | $348.91 +20.6% | $3.8M | Trimmed −14% |
| 45 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.1% | 3,655 | $477.57 | $431.81 -9.6% | $1.7M | Trimmed −55% |
| 46 | — | SPDR S&P 500 ETF | 0.1% | 2,294 | $746.77 | — | $1.7M | Trimmed −7% |
| 47 | — | YUM CHINA HLDGS INC | 0.0% | 36,036 | $40.87 | — | $1.5M | Held +0% |
| 48 | — | ISHARES TR | 0.0% | 11,662 | $104.48 | — | $1.2M | Added +7% |
| 49 | MSFT | MICROSOFT CORP | 0.0% | 1,787 | $373.02 | $530.14 +42.1% | $666587 | Trimmed −6% |
| 50 | — | INVESCO QQQ TR | 0.0% | 391 | $736.40 | — | $287932 | New |
| 51 | — | COPART INC | 0.0% | 8,274 | $28.19 | — | $233244 | Trimmed −70% |
| — | — | M & T BK CORP | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | INVESCO S&P500 EQ WGT ETF | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | INVESCO EXCH TRADED FD TR II | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | BIRKENSTOCK HLDG PLC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | OLD DOMINION FREIGHT LINE IN | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | SITEONE LANDSCAPE SUPPLY INC | — | 0 | — | — | $0 | Sold-Out −100% |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Francois Rochon's reported 13F book holds 51 equity positions; the top 5 are 29% of it.
- ALPHABET INC C — 7.2% of 13F
- HEICO CORP NEW — 6.4% of 13F
- META PLATFORMS INC (META) — 5.7% of 13F
- SCHWAB CHARLES CORP — 5.2% of 13F
- AUTOMATIC DATA PROC INC — 4.9% of 13F
This quarter: 8 new, 12 added, 29 trimmed, 6 sold out.
Biggest share moves:
- BOOKING HOLDINGS INC. — Added (+501,547 sh)
- BRIGHT HORIZONSFAMILY SOLUTION — Added (+338,464 sh)
- AUTOMATIC DATA PROC INC — Added (+235,466 sh)
- KEYSIGHT TECHNOLOGIES INC — Trimmed (−180,112 sh)
- RESMED INC — Added (+157,660 sh)