François Rochon Portfolio Concentration: Top Holdings Analysis March 2026
François Rochon's Giverny Capital portfolio as of March 31, 2026, shows significant concentration in large-cap technology and financial stocks.
As of March 31, 2026, François Rochon's portfolio managed through Giverny Capital demonstrates notable concentration in specific sectors. The analysis of top holdings reveals a significant allocation to large-cap technology and financial services stocks.
The largest position is Berkshire Hathaway Inc (BRK-B), accounting for 6.64% of the total portfolio value of $2.71 billion. This position saw a reduction of 25.17% in shares during the prior period. Google (GOOG) holds the second-largest allocation at 6.52%, followed by Meta Platforms (META) at 6.45%. Both companies experienced modest share reductions.
HEICO Corp (HEI-A) represents another significant holding with a 5.71% allocation. Charles Schwab Corp (SCHW) follows at 5.29%. Other substantial positions include Five Below (FIVE) at 5.16%, Ametek (AME) at 4.80%, Medpace (MEDP) at 4.50%, Visa (V) at 4.39%, and Installed Building Products (IBP) at 3.92%.
Tracking share changes provides additional context. Notable reductions occurred in several positions, including Ametek which saw a substantial 37.51% decrease in shares. Berkshire Hathaway, Google, Meta, HEICO, Schwab, Five Below, Medpace, Visa, and Installed Building Products all experienced share declines during the prior period.
For detailed insights into François Rochon's investment strategy and complete portfolio data, visit his profile at https://www.insiderset.com/investor/francois-rochon-giverny-capital. For company-specific information, explore analyses at BRK-B, GOOG, META, HEI-A, SCHW, FIVE, AME, MEDP, V, and IBP.