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François Rochon / Giverny

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $2,731,351,278 · 51 positions · top-10 53.4% · SEC filing history →

13FScore 68/100 — cloning their disclosed top holdings over ~4.7y returned +15%/yr vs S&P +10%/yr (alpha +4%/yr), ahead of the market in 42% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$ADP · AUTOMATIC DATA PROC INC3.1%$85,150,706+26%MedNASDAQS&P
$AAON · AAON INC0.6%$16,701,598+35%MedNASDAQ
$SUNB · SUNBELT RENTALS HLDGS IN GB SHRS0.6%$17,629,171+13%Med
$QQQM · INVESCO EXCH TRADED FD TR II0.0%$1,003,232+20%MedAn exchange-traded fund in the Invesco family; under ticker QQQM it tracks the Nasdaq-100 Index, holding large-cap technology and growth companies listed on the Nasdaq.NASDAQ
$RSP · INVESCO S&P500 EQ WGT ETF0.0%$1,171,672+11%Med

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$BFAM · BRIGHT HORIZONSFAMILY SOLUTION2.2%+81%-7%LowEmployer-sponsored childcare and early education provider
$TWFG · TWFG INC0.4%+67%+43%LowNASDAQ

Top holdings now

Issuer% bookSince entryBusinessTags
$BRK.B · BERKSHIRE HATHAWAY INC DEL6.6%+76% ≥Q2 '21Berkshire Hathaway is a diversified holding company led by Warren Buffett, owning insurance, railroad, energy, and manufacturing businesses alongside a large portfolio of public equities.S&PBitget →
$GOOG · ALPHABET INC C6.5%+174% ≥Q2 '21Google parent; search, ads, cloud, YouTubeNASDAQS&P
$META · META PLATFORMS INC6.4%+4173% ≥Q2 '21Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies.NASDAQS&PCitriniSerenityBitget →
$HEI.A · HEICO CORP NEW5.7%+94% ≥Q2 '21Designs and manufactures aerospace and electronic components, including FAA-approved replacement parts for aircraft and specialized electronics for defense and industrial markets.
$SCHW · SCHWAB CHARLES CORP5.3%+41% ≥Q2 '21The Charles Schwab Corporation provides brokerage, banking, wealth management, and asset management services to individual investors and financial advisors.S&P
$FIVE · FIVE BELOW INC5.2%+7% ≥Q2 '21Five Below is a specialty discount retailer selling trend-oriented merchandise for teens and pre-teens, with most products priced at or below a few dollars.NASDAQCitrini
$AME · AMETEK INC4.8%+74% ≥Q2 '21AMETEK manufactures electronic instruments and electromechanical devices for industrial, aerospace, medical, and process markets.S&P
$MEDP · MEDPACE HOLDINGS INC4.5%+122% Q3 '23Medpace is a clinical contract research organization that provides outsourced drug and device development services, managing clinical trials for biopharmaceutical and medical-device companies.NASDAQ
$V · VISA INC4.4%+53% ≥Q2 '21Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$IBP · INSTALLED BLDG PRODS INC3.9%+64% Q4 '21Installs insulation and other building products, such as garage doors, gutters and shower doors, for residential and commercial construction across the United States.

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker