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Francois Rochon Portfolio: Giverny Capital 13F Holdings
Review Giverny Capital's latest 13F holdings, top disclosed positions, portfolio value, and recent changes associated with Francois Rochon.
Francois Rochon portfolio Top Holdings
Francois Rochon portfolio and Giverny Capital 13F holdings indexed by Finoriq. Latest filing 2026-08-14.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | GOOGAlphabet Inc. | $213.9M | 2026-08-14 |
| 2 | METAMeta Platforms, Inc. | $170.6M | 2026-08-14 |
| 3 | SCHWSCHWAB CHARLES CORP | $155.2M | 2026-08-14 |
| 4 | ADPAUTOMATIC DATA PROCESSING INC | $146.6M | 2026-08-14 |
| 5 | AMEAMETEK INC/ | $144.9M | 2026-08-14 |
| 6 | MEDPMedpace Holdings, Inc. | $134.5M | 2026-08-14 |
| 7 | VVISA INC. | $133.8M | 2026-08-14 |
| 8 | BRK/BBERKSHIRE HATHAWAY INC | $124.3M | 2026-08-14 |
| 9 | PGRPROGRESSIVE CORP/OH/ | $118.5M | 2026-08-14 |
| 10 | GOOGLAlphabet Inc. | $110.8M | 2026-08-14 |
| 11 | FIVEFIVE BELOW, INC | $107.5M | 2026-08-14 |
| 12 | BKNGBooking Holdings Inc. | $93.2M | 2026-08-14 |
| 13 | IBPInstalled Building Products, Inc. | $91.4M | 2026-08-14 |
| 14 | NVRNVR INC | $90.2M | 2026-08-14 |
| 15 | KNSLKinsale Capital Group, Inc. | $79.4M | 2026-08-14 |
| 16 | BFAMBRIGHT HORIZONS FAMILY SOLUTIONS INC. | $76.6M | 2026-08-14 |
| 17 | RMDRESMED INC | $75.5M | 2026-08-14 |
| 18 | OZKBank OZK | $62.4M | 2026-08-14 |
| 19 | MKLMARKEL GROUP INC. | $60.3M | 2026-08-14 |
| 20 | ANETArista Networks, Inc. | $57.7M | 2026-08-14 |
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