François Rochon Portfolio Update: December 2025 Holdings
François Rochon's Giverny Capital portfolio valued at $3 billion as of December 2025 includes significant changes in holdings like META and AME.
François Rochon, managing director at Giverny Capital, saw his portfolio valued at $2,997,769,933 as of December 2025.
Rochon's portfolio saw mixed changes in top holdings during the period. META increased slightly by 0.53%, while AMETEK (AME) decreased by 1.73%. Berkshire Hathaway (BRK-B) also decreased by 0.91%, and InstaBuild (IBP) saw a small increase of 0.87%.
Other notable movements include a slight increase in Alphabet (GOOG) and a significant addition of shares in Heico (HEI-A), which grew by 0.67%.
For detailed analysis of each holding, including links to META, AME, BRK-B, and other stocks in Rochon's portfolio, visit META, AME, BRK-B, and the full investor profile at Giverny Capital.