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François Rochon · quarter digest

What François Rochon did in Q4 2024

Giverny Capital filed 15 moves in Q4 2024: 5 new, 5 add, 4 trim, 1 exit.

13F filed 2025-02-14. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.

← Q3 2024Q4 2024 · fleet digestQ1 2025 →
New positions · 5

Fresh money

FERGFERGUSON ENTERPRISES INC
NEW·0.2% book·−8
IONQINTUITIVE SURGICAL INC
NEW·0.0% book·+2
JJACOBS SOLUTIONS INC
NEW·0.0% book·−9
MSFTMICROSOFT CORP
NEW·0.0% book·+2
UNHUNITEDHEALTH GRP INC
NEW·0.0% book·−4
Adds · 5

Adding to conviction

GOOGALPHABET INC C
ADD +17%·5.3% book·−13
FEFISERV INC
ADD +26%·4.7% book·−11
ANETARISTA NETWORKS INC
ADD +285%·1.7% book·−10
ALGNALIGN TECHNOLOGY INC
ADD +30%·0.3% book·−9
AAPLAPPLE INC
ADD +72%·0.2% book·−29
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Trims · 4

Taking chips off

KEYKEYSIGHT TECHNOLOGIES INC
TRIM -31%·1.9% book·−7
GOOGLALPHABET INC
TRIM -26%·1.8% book·−22
ADIANALOG DEVICES INC
TRIM -17%·1.3% book·−8
EWEDWARDS LIFESCIENCES CORP
TRIM -100%·0.0% book·−8
Exits · 1

Closed positions

LSXMALIBERTY MEDIA CORP SERIES C LIBERTY MEDIA
EXIT·0.0% book·−12
Current top holdings

François Rochon’s book, latest snapshot

#TickerWeight
1MA
Mastercard
11.2%
2V
Visa
9.8%
3GOOGL
Alphabet Class A
8.4%
4CSU.TO
Constellation Software
8.1%
5META
Meta Platforms
6.2%
6MCO
Moody's
5.5%
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Other quarters for François Rochon
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.