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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 2026-05-15.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC | $181.4M | 2026-05-15 |
| 2 | GOOGAlphabet Inc. | $178.1M | 2026-05-15 |
| 3 | METAMeta Platforms, Inc. | $176.1M | 2026-05-15 |
| 4 | SCHWSCHWAB CHARLES CORP | $144.4M | 2026-05-15 |
| 5 | FIVEFIVE BELOW, INC | $141M | 2026-05-15 |
| 6 | AMEAMETEK INC/ | $131.2M | 2026-05-15 |
| 7 | MEDPMedpace Holdings, Inc. | $123M | 2026-05-15 |
| 8 | VVISA INC. | $119.8M | 2026-05-15 |
| 9 | IBPInstalled Building Products, Inc. | $107M | 2026-05-15 |
| 10 | PGRPROGRESSIVE CORP/OH/ | $104.7M | 2026-05-15 |
| 11 | GOOGLAlphabet Inc. | $100.2M | 2026-05-15 |
| 12 | KEYSKeysight Technologies, Inc. | $91.3M | 2026-05-15 |
| 13 | NVRNVR INC | $89.9M | 2026-05-15 |
| 14 | BKNGBooking Holdings Inc. | $88.9M | 2026-05-15 |
| 15 | ADPAUTOMATIC DATA PROCESSING INC | $85.2M | 2026-05-15 |
| 16 | MKLMARKEL GROUP INC. | $82.2M | 2026-05-15 |
| 17 | KNSLKinsale Capital Group, Inc. | $74.8M | 2026-05-15 |
| 18 | BFAMBRIGHT HORIZONS FAMILY SOLUTIONS INC. | $61M | 2026-05-15 |
| 19 | OZKBank OZK | $56.5M | 2026-05-15 |
| 20 | ADIANALOG DEVICES INC | $54.4M | 2026-05-15 |
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