Francois Rochon
Francois RochonGiverny Capital13F · 15 May 2026
持仓 40前十集中度 53%本季新建/加仓 10减持/清仓 28
16.6%减持26.5%减持36.5%减持45.7%减持55.3%减持65.2%减持74.8%减持84.5%减持94.4%减持103.9%减持113.8%减持123.7%减持133.3%减持143.3%减持153.3%减持163.1%新建仓173.0%减持182.7%加仓192.2%加仓202.1%减持212.0%减持221.9%加仓231.9%减持241.9%减持251.8%减持261.0%减持270.8%减持280.7%新建仓290.6%新建仓300.6%加仓310.5%减持320.4%减持330.4%加仓340.3%加仓350.3%持有360.3%加仓370.1%减持380.1%减持390.1%持有400.1%减持
BRK.BBerkshire Hathaway CL B
GOOGAlphabet Inc. CL C均 73
METAMeta Platforms Inc.均 71
HEI.AHEICO Corp. CL A
SCHWCharles Schwab Corp.均 67
FIVEFive Below Inc.均 41
AMEAmetek Inc.均 58
MEDPMedpace Holdings Inc.均 62
VVisa Inc.均 63
IBPInstalled Building Products均 53
PGRProgressive Corp.均 60
GOOGLAlphabet Inc.均 71
KEYSKeysight Technologies Inc.均 65
NVRNVR Inc.均 56
BKNGBooking Holdings Inc.均 64
ADPAutomatic Data Processing Inc.均 54
MKLMarkel Group Inc.均 55
KNSLKinsale Capital Group Inc.均 65
BFAMBright Horizons Family Solutions Inc.均 51
OZKBank OZK均 47
ADIAnalog Devices均 67
ANETArista Networks Inc.均 66
DISWalt Disney Co.均 55
RMDResMed Inc.均 66
BROBrown & Brown Inc.均 61
LFUSLittelfuse Inc.均 60
LULULululemon Athletica Inc.均 55
SUNBSunbelt Rentals Holdings Inc均 55
AAONAAON Inc.均 64
JPMJPMorgan Chase & Co.均 61
MAMastercard Inc.均 66
FNDFloor & Decor Holdings均 61
TWFGTwfg Inc均 51
FERGFerguson Enterprises Inc.均 61
BRK.ABerkshire Hathaway CL A
BLDRBuilders FirstSource Inc.均 59
AAPLApple Inc.均 60
TSMTaiwan Semiconductor S.A.均 78
GLDSPDR Gold Trust
MTBM&T Bank Corp.均 53
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。