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  Edwards Lifesciences Corp. (EW)
← All EW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% <0.01 $67.32–76.73 · VW $71.81i SEC
2024   Q4 257 <0.01 Reduce 99.94% 1.12 $64.01–76.23 · VW $70.07i $19,026 SEC
2024   Q3 446,288 1.12 Add 0.06% <0.01 $58.93–95.25 · VW $68.92i $29,450,545 SEC
2024   Q2 446,016 1.74 Add 0.07% <0.01 $83.50–95.73 · VW $88.78i $41,198,498 SEC
2024   Q1 445,718 1.73 Add 1.09% 0.02 $71.67–96.12 · VW $84.43i $42,592,812 SEC
2023   Q4 440,906 1.58 Add 0.07% <0.01 $60.57–79.05 · VW $68.79i $33,619,083 SEC
2023   Q3 440,602 1.66 Add 0.16% <0.01 $68.95–94.34 · VW $78.35i $30,524,907 SEC
2023   Q2 439,896 2.18 Add 6.01% 0.12 $80.94–94.87 · VW $87.32i $41,495,390 SEC
2023   Q1 414,975 2.07 Reduce 2.63% 0.05 $73.54–84.85 · VW $79.14i $34,330,882 SEC
2022   Q4 426,173 1.97 Reduce 0.94% 0.02 $67.13–89.17 · VW $75.00i $31,796,768 SEC
2022   Q3 430,196 2.41 Add 3.19% 0.07 $81.87–107.92 · VW $94.16i $35,547,000 SEC
2022   Q2 416,882 2.61 Add 2.91% 0.07 $85.58–131.10 · VW $102.98i $39,641,000 SEC
2022   Q1 405,091 2.69 Reduce 0.17% <0.01 $96.39–129.53 · VW $111.53i $47,687,000 SEC
2021   Q4 405,762 2.80 Add 0.90% 0.02 $105.66–131.73 · VW $116.75i $52,566,000 SEC
2021   Q3 402,150 2.71 Reduce 0.83% 0.02 $102.70–123.27 · VW $113.72i $45,527,000 SEC
2021   Q2 405,529 2.55 Add 3.94% 0.10 $83.12–105.58 · VW $95.30i $42,001,000 SEC
2021   Q1 390,140 2.18 Add 0.60% 0.01 $78.44–91.73 · VW $84.16i $32,631,000 SEC
2020   Q4 387,814 2.71 Add 3.85% 0.10 $70.92–92.08 · VW $82.08i $35,380,000 SEC
2020   Q3 373,422 2.73 Add 0.21% <0.01 $66.87–87.79 · VW $79.11i $29,807,000 SEC
2020   Q2 372,627 2.56 Add 4.88% 0.12 $56.44–78.43 · VW $70.72i $25,752,000 SEC
2020   Q1 355,278 2.84 Reduce 7.85% 0.21 $51.51–81.90 · VW $68.42i $22,338,000 SEC
2019   Q4 385,545 2.71 Add 1.01% 0.03 $71.08–82.55 · VW $78.43i $29,981,000 SEC
2019   Q3 381,699 2.79 Add 0.19% <0.01 $61.00–76.06 · VW $71.06i $27,980,000 SEC
2019   Q2 380,970 2.37 Add 2.47% 0.06 $55.23–65.00 · VW $59.78i $23,460,000 SEC
2019   Q1 371,769 2.72 Add 1.43% 0.04 $46.95–65.95 · VW $57.57i $23,710,000 SEC
2018   Q4 366,534 2.47 Reduce 32.38% 1.22 $45.48–58.33 · VW $51.45i $18,714,000 SEC
2018   Q3 542,070 3.78 Add 4.74% 0.17 $44.84–58.33 · VW $50.31i $31,458,000 SEC
2018   Q2 517,524 3.53 Add 0.78% 0.03 $41.00–51.74 · VW $45.65i $25,112,000 SEC
2018   Q1 513,498 3.48 Add 5.94% 0.20 $36.89–47.74 · VW $43.57i $23,881,000 SEC
2017   Q4 484,713 2.72 Buy 2.72 $33.40–39.68 · VW $36.78i $18,211,000 SEC
Price snapshot:
Current price$91.79
52-week low$72.30
52-week high$96.29