François Rochon's Q1 2026 Portfolio Trends: Focus on Decreases in Top Holdings

François Rochon's portfolio, valued at approximately $2.71 billion as of March 31, 2026, showed a distinct trend of decreasing positions in several top holdings during the most recent quarter.

The largest percentage decrease in shares was observed in Ametek Inc (AME), a position held within the Industrials sector. Rochon reduced his stake by 37.51%, representing a significant reduction of 367,400 shares. This position currently accounts for approximately 4.8% of the total portfolio value.

Other notable decreases include shares of Berkshire Hathaway Inc (BRK-B), a Financial Services holding, which saw a 25.17% reduction (-127,359 shares), now comprising 6.64% of the portfolio. Similarly, Alphabet Inc (GOOG), a Communication Services stock, experienced an 2.91% decrease (-18,598 shares), maintaining its position at 6.52% allocation.

Holdings in the Financial Services sector also showed reductions, with Meta Platforms Inc (META) (-1.8%, -5,628 shares, 6.45%), Visa Inc (V) (-2.7%, -10,988 shares, 4.39%), and Schwab Charlestown Corp (SCHW) (-3.12%, -49,455 shares, 5.29%) all decreasing their share counts.

Shares of Heico Corp (HEI-A), an Industrials stock (-2.13%, -16,050 shares, 5.71%), Installed Building Products Inc (IBP), a Consumer Cyclical (-22.26%, -115,571 shares, 3.92%), and Medpace Holdings Inc (MEDP), a Healthcare stock (-2.75%, -7,239 shares, 4.5%) also decreased during the period.

François Rochon's portfolio, with its significant allocation to companies like Berkshire Hathaway, Alphabet, and Meta, reflects a concentrated approach. For more detailed analysis of his investment strategy, readers can visit his profile on Insiderset: François Rochon @ Giverny Capital.

For further details on any specific stock holding, such as Berkshire Hathaway Inc (BRK-B), please refer to the dedicated stock analysis page: BRK-B Stock Analysis.