What François Rochon did in Q1 2025

Giverny Capital filed 14 moves in Q1 2025: 1 new, 2 add, 7 trim, 4 exit.

13F filed 2025-05-15. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.

New positions · 1

Fresh money

BLDRBUILDERS FIRSTSOURCE INC

NEW·0.4% book·+2

Adds · 2

MEDPMEDPACE HOLDINGS INC

ADD +8%·2.8% book·−15

ANETARISTA NETWORKS INC

ADD +14%·1.3% book·−1

Trims · 7

FIVEFIVE BELOW INC

TRIM -15%·1.7% book·−6

SPGSPDR S&P 500 ETF

TRIM -46%·0.1% book·−4

AAPLAPPLE INC

TRIM -45%·0.1% book·−20

TSMTAIWAN SEMICONDUCTOR MFG LTD

TRIM -21%·0.1% book·−3

COFCAPITAL ONE FC

TRIM -17%·0.1% book·−17

MSFTMICROSOFT CORP

TRIM -16%·0.0% book·−8

GLDSPDR GOLD TR

TRIM -7%·0.0% book·−6

Exits · 4

ICEINTERCONTINENTAL EXCHANGE IN

EXIT·0.0% book·−2

EWEDWARDS LIFESCIENCES CORP

EXIT·0.0% book·−15

JJACOBS SOLUTIONS INC

EXIT·0.0% book·−6

UNHUNITEDHEALTH GRP INC

EXIT·0.0% book·−25

Current top holdings

#	Ticker	Weight	Conviction
1	MA Mastercard	11.2%	0
2	V Visa	9.8%	−14
3	GOOGL Alphabet Class A	8.4%	−26
4	CSU.TO Constellation Software	8.1%	0
5	META Meta Platforms	6.2%	+3
6	MCO Moody's	5.5%	+16

Other quarters for François Rochon

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.