What François Rochon did in Q2 2025

Giverny Capital filed 0 moves in Q2 2025: 0 new, 0 add, 0 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.

No moves recorded for François Rochon in Q2 2025. Either the archive doesn’t cover this filing, or the manager was inactive this quarter.

Current top holdings

François Rochon’s book, latest snapshot

#	Ticker	Weight	Conviction
1	MA Mastercard	11.2%	+17
2	V Visa	9.8%	+8
3	GOOGL Alphabet Class A	8.4%	−9
4	CSU.TO Constellation Software	8.1%	0
5	META Meta Platforms	6.2%	+5
6	MCO Moody's	5.5%	+15

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