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  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 620,909 6.52 Reduce 2.91% 0.19 $271.54–350.15 · VW $312.92i $178,113,956 SEC
2025   Q4 639,507 6.69 Add 0.20% 0.01 $236.68–328.67 · VW $296.23i $200,677,297 SEC
2025   Q3 638,213 5.27 Reduce 2.37% 0.09 $173.88–256.70 · VW $210.05i $155,436,776 SEC
2025   Q2 653,717 3.98 Add 0.35% 0.01 $142.66–182.45 · VW $166.40i $115,962,859 SEC
2025   Q1 651,446 3.75 Reduce 0.55% 0.03 $152.21–208.70 · VW $179.29i $101,775,409 SEC
2024   Q4 655,037 4.56 Add 1.37% 0.06 $161.12–202.88 · VW $178.52i $124,745,246 SEC
2024   Q3 646,180 4.11 Reduce 0.19% <0.01 $148.20–193.31 · VW $167.76i $108,034,834 SEC
2024   Q2 647,436 5.02 Add 0.25% 0.01 $151.08–187.50 · VW $171.74i $118,752,711 SEC
2024   Q1 645,800 4.00 Add 1.23% 0.05 $131.55–155.20 · VW $144.24i $98,329,508 SEC
2023   Q4 637,950 4.23 Reduce 29.61% 1.92 $121.46–143.95 · VW $133.63i $89,906,294 SEC
2023   Q3 906,324 6.49 Reduce 0.08% <0.01 $115.83–139.93 · VW $131.48i $119,498,819 SEC
2023   Q2 907,036 5.77 Add 5.22% 0.29 $102.38–129.55 · VW $116.33i $109,724,145 SEC
2023   Q1 862,076 5.40 Reduce 2.81% 0.14 $85.57–108.82 · VW $97.51i $89,655,904 SEC
2022   Q4 886,978 4.87 Reduce 0.68% 0.04 $83.45–105.10 · VW $95.21i $78,701,558 SEC
2022   Q3 893,040 5.82 Add 1.45% 0.08 $96.03–123.26 · VW $109.79i $85,866,000 SEC
2022   Q2 880,240 6.34 Add 5.85% 0.35 $102.21–144.04 · VW $115.81i $96,274,000 SEC
2022   Q1 831,620 6.56 Add 3.19% 0.20 $124.64–152.10 · VW $136.53i $116,135,000 SEC
2021   Q4 805,940 6.22 Add 1.40% 0.09 $131.17–151.85 · VW $144.34i $116,603,000 SEC
2021   Q3 794,820 6.32 Add 3.05% 0.19 $124.85–146.82 · VW $137.43i $105,922,000 SEC
2021   Q2 771,260 5.88 Add 3.44% 0.20 $104.84–127.80 · VW $119.28i $96,651,000 SEC
2021   Q1 745,580 5.16 Add 0.61% 0.03 $84.95–107.63 · VW $98.43i $77,116,000 SEC
2020   Q4 741,080 4.98 Add 2.47% 0.12 $71.80–92.36 · VW $84.30i $64,914,000 SEC
2020   Q3 723,200 4.87 Reduce 0.45% 0.02 $70.33–86.66 · VW $76.94i $53,141,000 SEC
2020   Q2 726,480 5.11 Add 6.39% 0.31 $53.99–73.80 · VW $67.35i $51,348,000 SEC
2020   Q1 682,840 5.06 Reduce 6.47% 0.29 $50.68–76.61 · VW $64.93i $39,701,000 SEC
2019   Q4 730,060 4.42 Add 2.46% 0.11 $58.12–68.25 · VW $64.41i $48,805,000 SEC
2019   Q3 712,540 4.33 Add 1.47% 0.06 $54.69–63.28 · VW $59.80i $43,429,000 SEC
2019   Q2 702,200 3.83 Add 2.22% 0.08 $51.25–64.46 · VW $56.85i $37,951,000 SEC
2019   Q1 686,920 4.62 Add 0.45% 0.02 $50.70–61.59 · VW $56.31i $40,299,000 SEC
2018   Q4 683,860 4.67 Add 0.74% 0.03 $48.51–60.50 · VW $53.42i $35,411,000 SEC
2018   Q3 678,840 4.87 Add 10.50% 0.46 $54.69–63.69 · VW $60.00i $40,509,000 SEC
2018   Q2 614,360 4.82 Add 4.77% 0.22 $49.52–59.31 · VW $53.70i $34,271,000 SEC
2018   Q1 586,400 4.40 Add 5.34% 0.22 $49.03–59.34 · VW $54.53i $30,252,000 SEC
2017   Q4 556,700 4.35 Add 14.23% 0.54 $47.39–53.92 · VW $51.18i $29,127,000 SEC
2017   Q3 487,340 3.74 Add 6.24% 0.22 $44.74–49.31 · VW $46.81i $23,371,000 SEC
2017   Q2 458,720 3.70 Add 1.08% 0.04 $40.85–49.41 · VW $46.28i $20,843,000 SEC
2017   Q1 453,840 3.46 Add 29.98% 0.80 $38.79–42.67 · VW $40.83i $18,824,000 SEC
2016   Q4 349,160 2.53 Add 7.72% 0.18 $36.38–40.83 · VW $38.64i $13,474,000 SEC
2016   Q3 324,140 3.49 Buy 3.49 $34.41–39.49 · VW $38.16i $12,598,000 SEC
Price snapshot:
Current price$350.67
Avg. buy price$67.49
+/- since buy419.62%
52-week low$180.20
52-week high$404.23