https://holdlens.com/investor/francois-rochon Every 13F move by François Rochon (Giverny Capital) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/BRK.B https://holdlens.com/investor/francois-rochon#2026-Q1-BRK.B-trim-0 François Rochon (Giverny Capital) trimmed BRK.B (BERKSHIRE HATHAWAY INC DEL) in Q1 2026 · 6.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/AME https://holdlens.com/investor/francois-rochon#2026-Q1-AME-trim-1 François Rochon (Giverny Capital) trimmed AME (AMETEK INC) in Q1 2026 · 4.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/IBP https://holdlens.com/investor/francois-rochon#2026-Q1-IBP-trim-2 François Rochon (Giverny Capital) trimmed IBP (INSTALLED BLDG PRODS INC) in Q1 2026 · 3.9% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/ADP https://holdlens.com/investor/francois-rochon#2026-Q1-ADP-new-3 François Rochon (Giverny Capital) new position ADP (AUTOMATIC DATA PROC INC) in Q1 2026 · 3.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/AAON https://holdlens.com/investor/francois-rochon#2026-Q1-AAON-new-4 François Rochon (Giverny Capital) new position AAON (AAON INC) in Q1 2026 · 0.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT new https://holdlens.com/signal/TWFG https://holdlens.com/investor/francois-rochon#2026-Q1-TWFG-add-5 François Rochon (Giverny Capital) added TWFG (TWFG INC) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/AAPL https://holdlens.com/investor/francois-rochon#2026-Q1-AAPL-trim-6 François Rochon (Giverny Capital) trimmed AAPL (APPLE INC) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/TSM https://holdlens.com/investor/francois-rochon#2026-Q1-TSM-trim-7 François Rochon (Giverny Capital) trimmed TSM (TAIWAN SEMICONDUCTOR MFG LTD) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/IVV https://holdlens.com/investor/francois-rochon#2026-Q1-IVV-trim-8 François Rochon (Giverny Capital) trimmed IVV (ISHARES TR) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/francois-rochon#2026-Q1-MSFT-add-9 François Rochon (Giverny Capital) added MSFT (MICROSOFT CORP) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/COF https://holdlens.com/investor/francois-rochon#2026-Q1-COF-exit-10 François Rochon (Giverny Capital) exited COF (CAPITAL ONE FC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/IONQ https://holdlens.com/investor/francois-rochon#2026-Q1-IONQ-exit-11 François Rochon (Giverny Capital) exited IONQ (INTUITIVE SURGICAL INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/MA https://holdlens.com/investor/francois-rochon#2025-Q4-MA-add-12 François Rochon (Giverny Capital) added MA in Q4 2025 · 11.2% of portfolio. Adding to 17-year Mastercard position. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/V https://holdlens.com/investor/francois-rochon#2025-Q4-V-add-13 François Rochon (Giverny Capital) added V in Q4 2025 · 9.8% of portfolio. Small Visa add. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/francois-rochon#2025-Q4-META-add-14 François Rochon (Giverny Capital) added META in Q4 2025 · 6.2% of portfolio. Quality compounder add. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/DHR https://holdlens.com/investor/francois-rochon#2025-Q4-DHR-add-15 François Rochon (Giverny Capital) added DHR (DISNEY WALT CO) in Q4 2025 · 2.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TWFG https://holdlens.com/investor/francois-rochon#2025-Q4-TWFG-add-16 François Rochon (Giverny Capital) added TWFG (TWFG INC) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/francois-rochon#2025-Q4-TSM-trim-17 François Rochon (Giverny Capital) trimmed TSM (TAIWAN SEMICONDUCTOR MFG LTD) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/IONQ https://holdlens.com/investor/francois-rochon#2025-Q4-IONQ-new-18 François Rochon (Giverny Capital) new position IONQ (INTUITIVE SURGICAL INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/FE https://holdlens.com/investor/francois-rochon#2025-Q4-FE-exit-19 François Rochon (Giverny Capital) exited FE (FISERV INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/CARG https://holdlens.com/investor/francois-rochon#2025-Q4-CARG-exit-20 François Rochon (Giverny Capital) exited CARG (CARMAX INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/ALGN https://holdlens.com/investor/francois-rochon#2025-Q4-ALGN-exit-21 François Rochon (Giverny Capital) exited ALGN (ALIGN TECHNOLOGY INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/CACC https://holdlens.com/investor/francois-rochon#2025-Q4-CACC-exit-22 François Rochon (Giverny Capital) exited CACC (CREDIT ACCEP CORP MICH) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/MA https://holdlens.com/investor/francois-rochon#2025-Q3-MA-add-23 François Rochon (Giverny Capital) added MA in Q3 2025 · 10.6% of portfolio. Mastercard add. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/GOOGL https://holdlens.com/investor/francois-rochon#2025-Q3-GOOGL-add-24 François Rochon (Giverny Capital) added GOOGL in Q3 2025 · 8.4% of portfolio. Adding Alphabet. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/francois-rochon#2025-Q3-TSM-add-25 François Rochon (Giverny Capital) added TSM (TAIWAN SEMICONDUCTOR MFG LTD) in Q3 2025 · 3.9% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/ANET https://holdlens.com/investor/francois-rochon#2025-Q3-ANET-trim-26 François Rochon (Giverny Capital) trimmed ANET (ARISTA NETWORKS INC) in Q3 2025 · 1.8% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/TWFG https://holdlens.com/investor/francois-rochon#2025-Q3-TWFG-add-27 François Rochon (Giverny Capital) added TWFG (TWFG INC) in Q3 2025 · 0.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/COF https://holdlens.com/investor/francois-rochon#2025-Q3-COF-trim-28 François Rochon (Giverny Capital) trimmed COF (CAPITAL ONE FC) in Q3 2025 · 0.1% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/CACC https://holdlens.com/investor/francois-rochon#2025-Q3-CACC-trim-29 François Rochon (Giverny Capital) trimmed CACC (CREDIT ACCEP CORP MICH) in Q3 2025 · 0.1% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/francois-rochon#2025-Q3-MSFT-trim-30 François Rochon (Giverny Capital) trimmed MSFT (MICROSOFT CORP) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/SBUX https://holdlens.com/investor/francois-rochon#2025-Q3-SBUX-exit-31 François Rochon (Giverny Capital) exited SBUX (STARBUCKS CORP) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/BAC https://holdlens.com/investor/francois-rochon#2025-Q3-BAC-exit-32 François Rochon (Giverny Capital) exited BAC (BANK AMERICA CORP) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/AMZN https://holdlens.com/investor/francois-rochon#2025-Q3-AMZN-exit-33 François Rochon (Giverny Capital) exited AMZN (AMAZON COM INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/IONQ https://holdlens.com/investor/francois-rochon#2025-Q3-IONQ-exit-34 François Rochon (Giverny Capital) exited IONQ (INTUITIVE SURGICAL INC) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit https://holdlens.com/signal/SCHW https://holdlens.com/investor/francois-rochon#2025-Q2-SCHW-add-35 François Rochon (Giverny Capital) added SCHW (SCHWAB CHARLES CORP) in Q2 2025 · 4.9% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/GOOG https://holdlens.com/investor/francois-rochon#2025-Q2-GOOG-trim-36 François Rochon (Giverny Capital) trimmed GOOG (ALPHABET INC C) in Q2 2025 · 4.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/GOOGL https://holdlens.com/investor/francois-rochon#2025-Q2-GOOGL-add-37 François Rochon (Giverny Capital) added GOOGL (ALPHABET INC) in Q2 2025 · 2.3% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/JPM https://holdlens.com/investor/francois-rochon#2025-Q2-JPM-add-38 François Rochon (Giverny Capital) added JPM (JPMORGAN CHASE & CO) in Q2 2025 · 0.5% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/BLDR https://holdlens.com/investor/francois-rochon#2025-Q2-BLDR-add-39 François Rochon (Giverny Capital) added BLDR (BUILDERS FIRSTSOURCE INC) in Q2 2025 · 0.3% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add