Francois Rochon - Giverny Capital
As of Q1 2026, Francois Rochon reported 51 long-equity positions worth $2.73B in aggregate.
Copy-investor backtest
- Latest quarter
- -2.37%
- 1-year
- +6.08%
- 3-year
- +45.96%
- 3-year top 5
- +23.01%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 50 of 54 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.48% | Reduce -0.9% | 505,984 | $254.33M | $502.65 | |
| 2 | META | META PLATFORMS INC | 6.90% | Add +0.5% | 313,449 | $206.9M | $660.09 | |
| 3 | AME | AMETEK INC | 6.71% | Reduce -1.7% | 979,458 | $201.09M | $205.31 | |
| 4 | GOOG | ALPHABET INC C | 6.69% | Add +0.2% | 639,507 | $200.68M | $313.80 | |
| 5 | HEI-A | HEICO CORP NEW | 6.35% | Add +0.7% | 754,532 | $190.47M | $252.43 | |
| 6 | SCHW | SCHWAB CHARLES CORP | 5.28% | Add +0.6% | 1,585,661 | $158.42M | $99.91 | |
| 7 | MEDP | MEDPACE HOLDINGS INC | 4.93% | Add +0.6% | 263,320 | $147.89M | $561.65 | |
| 8 | V | VISA INC | 4.77% | Add +0.5% | 407,345 | $142.86M | $350.71 | |
| 9 | IBP | INSTALLED BLDG PRODS INC | 4.49% | Add +0.9% | 519,236 | $134.68M | $259.39 | |
| 10 | PGR | PROGRESSIVE CORP | 4.08% | Add +0.6% | 536,832 | $122.25M | $227.72 | |
| 11 | FIVE | FIVE BELOW INC | 4.01% | Add +0.1% | 637,747 | $120.13M | $188.36 | |
| 12 | BKNG | BOOKING HOLDINGS INC. | 3.83% | Add +0.5% | 21,445 | $114.85M | $5355.33 | |
| 13 | GOOGL | ALPHABET INC | 3.77% | Add +0.6% | 361,398 | $113.12M | $313.00 | |
| 14 | NVR | NVR INC | 3.43% | Add +0.3% | 14,112 | $102.92M | $7292.77 | |
| 15 | MKL | MARKEL CORP | 3.15% | Add +0.3% | 43,978 | $94.54M | $2149.65 | |
| 16 | KNSL | KINSALE CAPITAL GROUP IN | 2.80% | Add +12.5% | 214,264 | $83.8M | $391.12 | |
| 17 | KEYS | KEYSIGHT TECHNOLOGIES INC | 2.26% | Add +0.0% | 334,046 | $67.87M | $203.19 | |
| 18 | DIS | DISNEY WALT CO | 2.07% | Add +109.1% | 544,419 | $61.94M | $113.77 | |
| 19 | BRO | BROWN & BROWN | 2.05% | Add +139.7% | 772,520 | $61.57M | $79.70 | |
| 20 | OZK | BANK OZK LITTLE ROCK ARK | 1.94% | Add +0.2% | 1,264,042 | $58.17M | $46.02 | |
| 21 | RMD | RESMED INC | 1.89% | Reduce -0.0% | 235,388 | $56.7M | $240.87 | |
| 22 | ANET | ARISTA NETWORKS INC | 1.83% | Add +1.6% | 419,158 | $54.92M | $131.03 | |
| 23 | ADI | ANALOG DEVICES INC | 1.60% | Add +0.2% | 176,747 | $47.93M | $271.20 | |
| 24 | BFAM | BRIGHT HORIZONSFAMILY SOLUTION | 1.39% | New | 410,196 | $41.59M | $101.40 | |
| 25 | LULU | LULULEMON ATHLETICA INC | 1.00% | Add +0.2% | 144,237 | $29.97M | $207.81 | |
| 26 | LFUS | LITTELFUSE INC | 0.69% | Add +0.4% | 81,585 | $20.63M | $252.92 | |
| 27 | JPM | JPMORGAN CHASE & CO | 0.56% | Add +2.2% | 51,838 | $16.7M | $322.22 | |
| 28 | MA | MASTERCARD INCORPORATED | 0.55% | Add +3.7% | 28,759 | $16.42M | $570.88 | |
| 29 | FND | FLOOR & DECOR HLDGS INC | 0.48% | Reduce -0.1% | 235,876 | $14.36M | $60.89 | |
| 30 | TWFG | TWFG INC | 0.32% | Add +10.4% | 331,511 | $9.54M | $28.77 | |
| 31 | BLDR | BUILDERS FIRSTSOURCE INC | 0.31% | Add +3.3% | 89,984 | $9.26M | $102.89 | |
| 32 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.28% | - | 11 | $8.3M | $754800.00 | |
| 33 | FERG | FERGUSON ENTERPRISES INC | 0.27% | Add +2.5% | 36,374 | $8.1M | $222.63 | |
| 34 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.16% | Add +96.8% | 16,069 | $4.84M | $301.00 | |
| 35 | AAPL | APPLE INC | 0.15% | Reduce -2.1% | 16,518 | $4.49M | $271.86 | |
| 36 | COF | CAPITAL ONE FC | 0.07% | Reduce -0.0% | 8,274 | $2.01M | $242.36 | |
| 37 | YUMC | YUM CHINA HLDGS INC | 0.06% | - | 36,036 | $1.72M | $47.74 | |
| 38 | SPY | SPDR S&P 500 ETF | 0.06% | - | 2,474 | $1.69M | $681.92 | |
| 39 | GLD | SPDR GOLD TR | 0.05% | - | 3,876 | $1.54M | $396.31 | |
| 40 | MTB | M & T BK CORP | 0.05% | - | 7,540 | $1.52M | $201.48 | |
| 41 | ITB | ISHARES TR | 0.04% | Add +1.2% | 11,698 | $1.13M | $96.30 | |
| 42 | BIRK | BIRKENSTOCK HLDG PLC | 0.04% | - | 27,392 | $1.12M | $40.90 | |
| 43 | CPRT | COPART INC | 0.04% | - | 27,484 | $1.08M | $39.15 | |
| 44 | MSFT | MICROSOFT CORP | 0.03% | Add +0.1% | 1,704 | $824.09K | $483.62 | |
| 45 | ODFL | OLD DOMINION FREIGHT LINE IN | 0.03% | - | 5,255 | $823.98K | $156.80 | |
| 46 | NVO | NOVO-NORDISK A S | 0.02% | - | 12,400 | $630.91K | $50.88 | |
| 47 | DFH | DREAM FINDERS HOMES | 0.02% | - | 32,202 | $550.65K | $17.10 | |
| 48 | SITE | SITEONE LANDSCAPE SUPPLY INC | 0.02% | - | 3,753 | $467.47K | $124.56 | |
| 49 | ISRG | INTUITIVE SURGICAL INC | 0.01% | New | 405 | $229.38K | $566.36 | |
| 50 | COST | COSTCO WHSL CORP NEW | 0.01% | - | 240 | $206.96K | $862.34 | |
| 54 | FI | FISERV INC | - | Sold | 0 | $0 | No quote | No quote |
| 53 | CACC | CREDIT ACCEP CORP MICH | - | Sold | 0 | $0 | No quote | No quote |
| 52 | KMX | CARMAX INC | - | Sold | 0 | $0 | No quote | No quote |
| 51 | ALGN | ALIGN TECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |