Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Align Technology, Inc. (ALGN)
← All ALGN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.19 $124.91–167.02 · VW $145.29i SEC
2025   Q3 45,691 0.19 Reduce 1.44% <0.01 $122.00–208.31 · VW $142.35i $5,721,427 SEC
2025   Q2 46,358 0.30 Add 2.71% <0.01 $141.74–196.38 · VW $175.83i $8,776,960 SEC
2025   Q1 45,135 0.26 Add 4.95% 0.01 $153.77–237.23 · VW $189.61i $7,170,146 SEC
2024   Q4 43,006 0.33 Add 30.35% 0.08 $204.13–256.22 · VW $222.75i $8,967,181 SEC
2024   Q3 32,993 0.32 Add 10.01% 0.03 $196.09–263.24 · VW $235.62i $8,390,780 SEC
2024   Q2 29,991 0.31 Add 3.88% 0.01 $232.80–331.64 · VW $270.31i $7,240,727 SEC
2024   Q1 28,871 0.38 Add 6.29% 0.02 $250.28–335.40 · VW $290.18i $9,467,378 SEC
2023   Q4 27,162 0.35 Buy 0.35 $176.34–305.36 · VW $227.34i $7,442,388 SEC
Price snapshot:
Current price$180.59
52-week low$122.00
52-week high$208.31