Francois Rochon's Top Holdings in Giverny Capital Portfolio
A snapshot of Francois Rochon's top holdings as of March 31, 2026, highlighting significant reductions in positions like Berkshire Hathaway.
As of March 31, 2026, Francois Rochon's portfolio at Giverny Capital is valued at approximately $2.71 billion. His top holdings include significant stakes in established blue-chip companies and growth-oriented firms, with allocations ranging from 3.92% to 6.64%.
Notably, Rochon's position in Berkshire Hathaway Inc (BRK-B) saw a substantial reduction, with shares decreased by 25.17% from the previous period. Similarly, holdings in Alphabet Inc (GOOG) and Meta Platforms Inc (META) also experienced slight reductions of -2.91% and -1.8%, respectively.
For detailed insights into Rochon's investment strategy and the companies he holds, visit his profile here. You can also explore each stock's performance and details by visiting their respective pages on Insiderset, such as Berkshire Hathaway, Alphabet, and Meta Platforms.