François Rochon · quarter digest
What François Rochon did in Q3 2024
Giverny Capital filed 18 moves in Q3 2024: 4 new, 11 add, 2 trim, 1 exit.
13F filed 2024-11-14. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.
New positions · 4
Fresh money
Adds · 11
Adding to conviction
MEDPMEDPACE HOLDINGS INC
ADD +21%·2.9% book·−15
SCHWSCHWAB CHARLES CORP
ADD +8%·2.3% book·+25
GOOGLALPHABET INC
ADD +12%·2.2% book·−26
ANETARISTA NETWORKS INC
ADD +9%·1.6% book·−1
LULULULULEMON ATHLETICA INC
ADD +9%·1.5% book·+8
MACOSTCO WHSL CORP NEW
ADD +10%·0.5% book·0
CACCCREDIT ACCEP CORP MICH
ADD +17%·0.5% book·−8
ALGNALIGN TECHNOLOGY INC
ADD +10%·0.3% book·−8
JPMJPMORGAN CHASE & CO
ADD +8%·0.3% book·−5
TSMTAIWAN SEMICONDUCTOR MFG LTD
ADD +78%·0.1% book·−3
ODFLOLD DOMINION FREIGHT LINE IN
ADD +11%·0.0% book·+4
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Remove with Pro →Trims · 2
Taking chips off
FNDFLOOR & DECOR HLDGS INC
TRIM -17%·1.1% book·−11
IVVISHARES TR
TRIM -18%·0.0% book·−19
Exits · 1
Closed positions
ABNBAIRBNB INC CL-A
EXIT·0.0% book·−14
Current top holdings
François Rochon’s book, latest snapshot
Other quarters for François Rochon
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.