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  Medpace Holdings, Inc. (MEDP)
← All MEDP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 256,081 4.50 Reduce 2.75% 0.14 $392.35–628.92 · VW $498.44i $122,967,535 SEC
2025   Q4 263,320 4.93 Add 0.58% 0.03 $494.17–626.26 · VW $574.17i $147,893,678 SEC
2025   Q3 261,802 4.56 Add 0.02% <0.01 $306.70–514.90 · VW $440.94i $134,608,116 SEC
2025   Q2 261,755 2.82 Add 3.90% 0.11 $250.05–318.42 · VW $296.81i $82,154,424 SEC
2025   Q1 251,937 2.83 Add 7.53% 0.20 $289.01–375.00 · VW $330.75i $76,762,685 SEC
2024   Q4 234,287 2.84 Add 3.18% 0.09 $302.01–370.31 · VW $333.69i $77,837,170 SEC
2024   Q3 227,072 2.88 Add 20.72% 0.49 $319.70–459.77 · VW $368.12i $75,796,634 SEC
2024   Q2 188,094 3.27 Add 1.55% 0.05 $355.79–437.39 · VW $395.74i $77,466,514 SEC
2024   Q1 185,232 3.04 Add 17.49% 0.45 $277.72–419.42 · VW $361.29i $74,861,513 SEC
2023   Q4 157,664 2.27 Add 4093.19% 2.22 $227.21–317.57 · VW $264.72i $48,328,746 SEC
2023   Q3 3,760 0.05 Buy 0.05 $230.00–282.73 · VW $254.79i $910,409 SEC
Price snapshot:
Current price$530.19
Avg. buy price$323.37
+/- since buy63.96%
52-week low$306.70
52-week high$628.92