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François Rochon · quarter digest

What François Rochon did in Q1 2025

Giverny Capital filed 14 moves in Q1 2025: 1 new, 2 add, 7 trim, 4 exit.

13F filed 2025-05-15. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.

← Q4 2024Q1 2025 · fleet digestQ2 2025 →
New positions · 1

Fresh money

BLDRBUILDERS FIRSTSOURCE INC
NEW·0.4% book·−1
Adds · 2

Adding to conviction

MEDPMEDPACE HOLDINGS INC
ADD +8%·2.8% book·−7
ANETARISTA NETWORKS INC
ADD +14%·1.3% book·−10
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Trims · 7

Taking chips off

FIVEFIVE BELOW INC
TRIM -15%·1.7% book·−7
SPGSPDR S&P 500 ETF
TRIM -46%·0.1% book·+2
AAPLAPPLE INC
TRIM -45%·0.1% book·−29
TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -21%·0.1% book·+7
COFCAPITAL ONE FC
TRIM -17%·0.1% book·−13
MSFTMICROSOFT CORP
TRIM -16%·0.0% book·+2
GLDSPDR GOLD TR
TRIM -7%·0.0% book·−7
Exits · 4

Closed positions

ICEINTERCONTINENTAL EXCHANGE IN
EXIT·0.0% book·0
EWEDWARDS LIFESCIENCES CORP
EXIT·0.0% book·−8
JJACOBS SOLUTIONS INC
EXIT·0.0% book·−9
UNHUNITEDHEALTH GRP INC
EXIT·0.0% book·−4
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.