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  Amazon.com, Inc. (AMZN)
← All AMZN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.01 $211.42–238.85 · VW $226.37i SEC
2025   Q2 1,174 0.01 Buy 0.01 $161.38–223.82 · VW $196.80i $257,564 SEC
2022   Q1 0 0.00 Sell 100.00% 0.13 $133.57–171.40 · VW $153.28i SEC
2021   Q4 15,160 0.13 Add 7.82% <0.01 $158.81–188.11 · VW $171.28i $2,527,000 SEC
2021   Q3 14,060 0.14 Add 50.86% 0.05 $158.79–188.65 · VW $170.53i $2,309,000 SEC
2021   Q2 9,320 0.10 Reduce 4.90% <0.01 $155.78–177.70 · VW $167.24i $1,603,000 SEC
2021   Q1 9,800 0.10 Add 5.15% <0.01 $144.05–171.70 · VW $157.50i $1,516,000 SEC
2020   Q4 9,320 0.12 Reduce 9.86% 0.01 $147.51–174.81 · VW $159.42i $1,518,000 SEC
2020   Q3 10,340 0.15 Add 12.64% 0.02 $137.70–177.61 · VW $159.43i $1,628,000 SEC
2020   Q2 9,180 0.13 Buy 0.13 $94.46–139.80 · VW $121.49i $1,266,000 SEC
Price snapshot:
Current price$247.31
52-week low$196.00
52-week high$278.56