Francois Rochon's portfolio
Quality compounder approach; seeks superior businesses with durable competitive advantages.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- New York TimesNYT$34M
- MSA SafetyMSA$29M
- WatscoWSO$27M
- Veeva Systems Inc Class AVEEV$17M
- American ExpressAXP$16M
- HawkinsHWKN$13M
- QQQQQQ$287,932
Added to
- Charles SchwabSCHW$155M
- Automatic Data ProcessingADP$147M
- ProgressivePGR$118M
- BookingBKNG$93M
- Kinsale CapitalKNSL$79M
- Bright Horizons Family SolutionsBFAM$77M
- ResMedRMD$76M
- AAONAAON$26M
- TWFGTWFG$16M
- MastercardMA$15M
Trimmed
- Alphabet Inc Class CGOOG$214M
- Heico Corp-Class AHEI/A$190M
- Meta PlatformsMETA$171M
- AmetekAME$145M
- MedpaceMEDP$134M
- Visa Inc. Class AV$134M
- Berkshire Hathaway Inc-Cl BBRK/B$124M
- Alphabet Inc Class AGOOGL$111M
- Five BelowFIVE$108M
- Installed Building ProductsIBP$91M
Sold out
None this quarter.
Holdings
51 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Alphabet Inc Class CGOOG | 7.19% | $214M | 605,460 | Trimmed |
| Heico Corp-Class AHEI/A | 6.38% | $190M | 735,248 | Trimmed |
| Meta PlatformsMETA | 5.74% | $171M | 302,888 | Trimmed |
| Charles SchwabSCHW | 5.22% | $155M | 1,681,567 | Added |
| Automatic Data ProcessingADP | 4.93% | $147M | 654,556 | Added |
| AmetekAME | 4.87% | $145M | 598,781 | Trimmed |
| MedpaceMEDP | 4.52% | $134M | 253,931 | Trimmed |
| Visa Inc. Class AV | 4.50% | $134M | 389,900 | Trimmed |
| Berkshire Hathaway Inc-Cl BBRK/B | 4.18% | $124M | 248,447 | Trimmed |
| ProgressivePGR | 3.98% | $118M | 542,292 | Added |
| Alphabet Inc Class AGOOGL | 3.73% | $111M | 310,118 | Trimmed |
| Five BelowFIVE | 3.62% | $108M | 598,122 | Trimmed |
| BookingBKNG | 3.13% | $93M | 522,664 | Added |
| Installed Building ProductsIBP | 3.07% | $91M | 397,662 | Trimmed |
| NVRNVR | 3.03% | $90M | 13,238 | Trimmed |
| Kinsale CapitalKNSL | 2.67% | $79M | 240,731 | Added |
| Bright Horizons Family SolutionsBFAM | 2.58% | $77M | 1,080,793 | Added |
| ResMedRMD | 2.54% | $76M | 387,665 | Added |
| Bank OzkOZK | 2.10% | $62M | 1,198,116 | Trimmed |
| MarkelMKL | 2.03% | $60M | 30,877 | Trimmed |
| Arista NetworksANET | 1.94% | $58M | 339,892 | Trimmed |
| Keysight TechnologiesKEYS | 1.68% | $50M | 143,072 | Trimmed |
| Disney Walt | 1.67% | $50M | 515,567 | Held |
| Brown & BrownBRO | 1.62% | $48M | 753,288 | Trimmed |
| Analog DevicesADI | 1.25% | $37M | 93,310 | Trimmed |
| New York TimesNYT | 1.14% | $34M | 484,424 | New |
| LittelfuseLFUS | 1.14% | $34M | 74,125 | Trimmed |
| MSA SafetyMSA | 0.98% | $29M | 166,305 | New |
| WatscoWSO | 0.92% | $27M | 65,975 | New |
| AAONAAON | 0.87% | $26M | 204,779 | Added |
| SPDR® Gold SharesGLD | 0.84% | $25M | 3,876 | Held |
| Sunbelt RentalsSUNB | 0.73% | $22M | 246,369 | Trimmed |
| Veeva Systems Inc Class AVEEV | 0.57% | $17M | 94,956 | New |
| American ExpressAXP | 0.53% | $16M | 46,702 | New |
| TWFGTWFG | 0.53% | $16M | 652,452 | Added |
| JPMorgan Chase &JPM | 0.53% | $16M | 47,876 | Trimmed |
| MastercardMA | 0.50% | $15M | 28,816 | Added |
| Lululemon AthleticaLULU | 0.49% | $15M | 128,803 | Trimmed |
| Floor & DecorFND | 0.46% | $14M | 229,867 | Trimmed |
| HawkinsHWKN | 0.45% | $13M | 94,954 | New |
| Ferguson PlcFERG | 0.30% | $9M | 37,380 | Added |
| Builders FirstSourceBLDR | 0.28% | $8M | 91,464 | Trimmed |
| Berkshire Hathaway Inc-Cl ABRK/A | 0.23% | $7M | 9 | Trimmed |
| AppleAAPL | 0.13% | $4M | 12,995 | Trimmed |
| Taiwan Semiconductor ManufacturingTSM | 0.06% | $2M | 3,655 | Trimmed |
| SPYSPY | 0.06% | $2M | 2,294 | Trimmed |
| Yum ChinaYUMC | 0.05% | $1M | 36,036 | Held |
| iShares U.S. Home Construction ETFITB | 0.04% | $1M | 11,662 | Added |
| MicrosoftMSFT | 0.02% | $666,587 | 1,787 | Trimmed |
| QQQQQQ | 0.01% | $287,932 | 391 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Francois Rochon own?
In the Q2 2026 13F, Giverny Capital Inc. reported 51 US stock positions worth $3.0B. The largest: Alphabet Inc Class C (GOOG) 7.2%, Heico Corp-Class A (HEI/A) 6.4%, Meta Platforms (META) 5.7%, Charles Schwab (SCHW) 5.2%, Automatic Data Processing (ADP) 4.9%.
What did Francois Rochon buy last quarter?
In Q2 2026: new position in New York Times (NYT); new position in MSA Safety (MSA); new position in Watsco (WSO); added to Charles Schwab (SCHW); added to Automatic Data Processing (ADP); added to Progressive (PGR).
When is Francois Rochon's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.