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Francois Rochon

Giverny Capital · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

ADPAutomatic Data Processing, Inc.

4.9% of portfolio · +56%

Increased
BRK-BBerkshire Hathaway Inc.

4.2% of portfolio · -34%

Decreased
GOOGLAlphabet Inc.

3.7% of portfolio · -11%

Decreased
BKNGBooking Holdings Inc.

3.1% of portfolio · +2375%

Increased
BFAMBright Horizons Family Solutions Inc.

2.6% of portfolio · +46%

Increased
RMDResMed Inc.

2.5% of portfolio · +69%

Increased
MKLMarkel Corporation

2.0% of portfolio · -28%

Decreased
ANETArista Networks, Inc.

1.9% of portfolio · -20%

Decreased
KEYSKeysight Technologies, Inc.

1.7% of portfolio · -56%

Decreased
ADIAnalog Devices, Inc.

1.2% of portfolio · -45%

Decreased
NYTThe New York Times Company

1.1% of portfolio

New position
MSAMSA Safety Incorporated

1.0% of portfolio

New position
WSOWatsco, Inc.

0.9% of portfolio

New position
VEEVVeeva Systems Inc.

0.6% of portfolio

New position
AXPAmerican Express Company

0.5% of portfolio

New position
TWFGTWFG, Inc. Common Stock

0.5% of portfolio · +18%

Increased
HWKNHawkins, Inc.

0.5% of portfolio

New position
BRK-ABerkshire Hathaway Inc.

0.2% of portfolio · -18%

Decreased
AAPLApple Inc.

0.1% of portfolio · -14%

Decreased
TSMTaiwan Semiconductor Manufacturing Company Limited

0.1% of portfolio · -55%

Decreased
MTBM&T Bank Corporation

0.1% of portfolio

Sold out
RSPInvesco S&P 500 Equal Weight ETF

0.0% of portfolio

Sold out
QQQMInvesco NASDAQ 100 ETF

0.0% of portfolio

Sold out
BIRKBirkenstock Holding plc

0.0% of portfolio

Sold out
ODFLOld Dominion Freight Line, Inc.

0.0% of portfolio

Sold out
SITESiteOne Landscape Supply, Inc.

0.0% of portfolio

Sold out
NVONovo Nordisk A/S

0.0% of portfolio

Sold out
QQQInvesco QQQ Trust, Series 1

0.0% of portfolio

New position
CPRTCopart, Inc.

0.0% of portfolio · -70%

Decreased

Full portfolio

GOOGAlphabet Inc.

605,460 shares · $213,927,182

7.2%
HEI-AHEICO Corporation

735,248 shares · $189,627,812

6.4%
METAMeta Platforms, Inc.

302,888 shares · $170,613,782

5.7%
SCHWThe Charles Schwab Corporation

1,681,567 shares · $155,158,187

5.2%
ADPAutomatic Data Processing, Inc.

654,556 shares · $146,587,816

4.9%
AMEAMETEK, Inc.

598,781 shares · $144,869,075

4.9%
MEDPMedpace Holdings, Inc.

253,931 shares · $134,479,318

4.5%
VVisa Inc.

389,900 shares · $133,770,791

4.5%
BRK-BBerkshire Hathaway Inc.

248,447 shares · $124,320,394

4.2%
PGRThe Progressive Corporation

542,292 shares · $118,463,687

4.0%
GOOGLAlphabet Inc.

310,118 shares · $110,826,870

3.7%
FIVEFive Below, Inc.

598,122 shares · $107,536,354

3.6%
BKNGBooking Holdings Inc.

522,664 shares · $93,159,631

3.1%
IBPInstalled Building Products, Inc.

397,662 shares · $91,398,634

3.1%
NVRNVR, Inc.

13,238 shares · $90,195,789

3.0%
KNSLKinsale Capital Group, Inc.

240,731 shares · $79,395,491

2.7%
BFAMBright Horizons Family Solutions Inc.

1,080,793 shares · $76,606,608

2.6%
RMDResMed Inc.

387,665 shares · $75,548,155

2.5%
OZKBank OZK

1,198,116 shares · $62,409,862

2.1%
MKLMarkel Corporation

30,877 shares · $60,303,090

2.0%
ANETArista Networks, Inc.

339,892 shares · $57,740,853

1.9%
KEYSKeysight Technologies, Inc.

143,072 shares · $50,085,215

1.7%
DISThe Walt Disney Company

515,567 shares · $49,623,324

1.7%
BROBrown & Brown, Inc.

753,288 shares · $48,323,425

1.6%
ADIAnalog Devices, Inc.

93,310 shares · $37,059,933

1.2%
NYTThe New York Times Company

484,424 shares · $33,899,992

1.1%
LFUSLittelfuse, Inc.

74,125 shares · $33,751,336

1.1%
MSAMSA Safety Incorporated

166,305 shares · $29,033,527

1.0%
WSOWatsco, Inc.

65,975 shares · $27,493,762

0.9%
AAONAAON, Inc.

204,779 shares · $25,978,264

0.9%
GLDSPDR Gold Shares

3,876 shares · $25,033,146

0.8%
SUNBSunbelt Rentals Holdings Inc

246,369 shares · $21,593,757

0.7%
VEEVVeeva Systems Inc.

94,956 shares · $16,851,841

0.6%
AXPAmerican Express Company

46,702 shares · $15,753,986

0.5%
TWFGTWFG, Inc. Common Stock

652,452 shares · $15,691,471

0.5%
JPMJPMorgan Chase & Co.

47,876 shares · $15,671,251

0.5%
MAMastercard Incorporated

28,816 shares · $14,799,898

0.5%
LULULululemon Athletica Inc.

128,803 shares · $14,706,727

0.5%
FNDFloor & Decor Holdings, Inc.

229,867 shares · $13,644,905

0.5%
HWKNHawkins, Inc.

94,954 shares · $13,492,963

0.5%
FERGFerguson plc

37,380 shares · $8,871,395

0.3%
BLDRBuilders FirstSource, Inc.

91,464 shares · $8,184,199

0.3%
BRK-ABerkshire Hathaway Inc.

9 shares · $6,739,650

0.2%
AAPLApple Inc.

12,995 shares · $3,760,233

0.1%
TSMTaiwan Semiconductor Manufacturing Company Limited

3,655 shares · $1,745,518

0.1%
SPYState Street SPDR S&P 500 ETF

2,294 shares · $1,713,090

0.1%
YUMSFDemae-Can Co.,Ltd

36,036 shares · $1,472,791

0.0%
ITBiShares U.S. Home Construction ETF

11,662 shares · $1,218,446

0.0%
MSFTMicrosoft Corporation

1,787 shares · $666,587

0.0%
QQQInvesco QQQ Trust, Series 1

391 shares · $287,932

0.0%
CPRTCopart, Inc.

8,274 shares · $233,244

0.0%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →