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François Rochon · quarter digest

What François Rochon did in Q4 2025

Giverny Capital filed 11 moves in Q4 2025: 1 new, 5 add, 1 trim, 4 exit.

13F filed 2026-02-14. Manager quality score: q9. Philosophy: Buffett-Munger quality compounder investing. Patience. Temperament.

← Q3 2025Q4 2025 · fleet digestQ1 2026 →
New positions · 1

Fresh money

IONQINTUITIVE SURGICAL INC
NEW·0.0% book·−7
Adds · 5

Adding to conviction

MA
ADD +6%·11.2% book·0

“Adding to 17-year Mastercard position.”

V
ADD +5%·9.8% book·−14

“Small Visa add.”

META
ADD +12%·6.2% book·+3

“Quality compounder add.”

DHRDISNEY WALT CO
ADD +109%·2.1% book·−17
TWFGTWFG INC
ADD +10%·0.3% book·+4
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Trims · 1

Taking chips off

TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -96%·0.2% book·−3
Exits · 4

Closed positions

FEFISERV INC
EXIT·0.0% book·−9
CARGCARMAX INC
EXIT·0.0% book·−19
ALGNALIGN TECHNOLOGY INC
EXIT·0.0% book·−8
CACCCREDIT ACCEP CORP MICH
EXIT·0.0% book·−8
Current top holdings

François Rochon’s book, latest snapshot

#TickerWeight
1MA
Mastercard
11.2%
2V
Visa
9.8%
3GOOGL
Alphabet Class A
8.4%
4CSU.TO
Constellation Software
8.1%
5META
Meta Platforms
6.2%
6MCO
Moody's
5.5%
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Other quarters for François Rochon
Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.