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  Keysight Technologies, Inc. (KEYS)
← All KEYS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 323,184 3.34 Reduce 3.25% 0.07 $203.72–317.00 · VW $267.47i $91,257,466 SEC
2025   Q4 334,046 2.26 Add 0.04% <0.01 $158.79–214.58 · VW $189.10i $67,874,807 SEC
2025   Q3 333,927 1.98 Add 0.10% <0.01 $152.85–180.08 · VW $165.91i $58,410,511 SEC
2025   Q2 333,585 1.87 Add 0.78% 0.01 $121.43–174.98 · VW $152.35i $54,661,238 SEC
2025   Q1 331,011 1.83 Reduce 0.25% <0.01 $143.98–186.20 · VW $163.65i $49,575,517 SEC
2024   Q4 331,845 1.95 Reduce 31.02% 0.90 $147.90–175.39 · VW $161.49i $53,304,262 SEC
2024   Q3 481,070 2.91 Add 0.32% <0.01 $119.72–160.71 · VW $145.80i $76,456,455 SEC
2024   Q2 479,558 2.77 Add 0.25% <0.01 $134.30–161.08 · VW $144.80i $65,579,557 SEC
2024   Q1 478,346 3.04 Add 1.59% 0.05 $138.18–162.51 · VW $153.19i $74,803,747 SEC
2023   Q4 470,853 3.52 Add 0.21% <0.01 $118.57–160.95 · VW $136.92i $74,908,004 SEC
2023   Q3 469,888 3.37 Add 0.01% <0.01 $125.89–172.72 · VW $143.38i $62,170,881 SEC
2023   Q2 469,858 4.14 Add 5.48% 0.22 $139.63–168.81 · VW $156.10i $78,677,722 SEC
2023   Q1 445,435 4.33 Reduce 3.79% 0.19 $151.31–189.32 · VW $167.12i $71,928,844 SEC
2022   Q4 462,986 4.90 Reduce 0.48% 0.02 $149.73–189.45 · VW $172.20i $79,203,015 SEC
2022   Q3 465,237 4.96 Add 1.55% 0.08 $133.34–180.67 · VW $161.57i $73,210,000 SEC
2022   Q2 458,119 4.16 Add 5.10% 0.20 $127.93–160.76 · VW $142.01i $63,152,000 SEC
2022   Q1 435,897 3.89 Add 0.23% <0.01 $143.68–207.22 · VW $164.99i $68,859,000 SEC
2021   Q4 434,886 4.79 Add 1.05% 0.05 $159.07–209.08 · VW $190.97i $89,808,000 SEC
2021   Q3 430,380 4.22 Add 1.38% 0.06 $150.35–182.49 · VW $167.96i $70,707,000 SEC
2021   Q2 424,526 3.99 Add 4.16% 0.16 $134.65–155.88 · VW $145.63i $65,551,000 SEC
2021   Q1 407,590 3.91 Add 0.84% 0.03 $129.09–155.50 · VW $141.46i $58,448,000 SEC
2020   Q4 404,190 4.09 Add 1.50% 0.06 $95.48–132.62 · VW $116.12i $53,389,000 SEC
2020   Q3 398,232 3.61 Reduce 1.01% 0.04 $90.62–106.39 · VW $98.82i $39,337,000 SEC
2020   Q2 402,300 4.03 Add 1.76% 0.07 $79.40–108.65 · VW $99.65i $40,544,000 SEC
2020   Q1 395,345 4.21 Reduce 0.66% 0.02 $77.93–106.82 · VW $92.12i $33,082,000 SEC
2019   Q4 397,970 3.70 Add 32.63% 0.91 $91.42–110.00 · VW $102.61i $40,844,000 SEC
2019   Q3 300,068 2.91 Add 5.84% 0.16 $82.41–102.00 · VW $93.71i $29,182,000 SEC
2019   Q2 283,501 2.57 Add 144.21% 1.52 $71.03–93.77 · VW $83.24i $25,461,000 SEC
2019   Q1 116,090 1.16 Buy 1.16 $58.24–88.09 · VW $78.69i $10,123,000 SEC
Price snapshot:
Current price$320.83
Avg. buy price$106.25
+/- since buy201.96%
52-week low$152.85
52-week high$374.96