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  Meta Platforms, Inc. (META)
← All META superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 307,821 6.45 Reduce 1.80% 0.12 $520.26–744.00 · VW $645.64i $176,113,629 SEC
2025   Q4 313,449 6.90 Add 0.53% 0.04 $581.25–759.16 · VW $660.46i $206,904,550 SEC
2025   Q3 311,810 7.76 Reduce 2.22% 0.18 $691.20–796.25 · VW $751.22i $228,987,028 SEC
2025   Q2 318,902 8.07 Add 1.19% 0.10 $479.80–747.90 · VW $609.06i $235,378,377 SEC
2025   Q1 315,144 6.70 Add 0.02% <0.01 $553.30–740.91 · VW $647.14i $181,636,396 SEC
2024   Q4 315,095 6.74 Add 1.66% 0.11 $549.05–638.40 · VW $584.13i $184,491,273 SEC
2024   Q3 309,942 6.75 Add 4.11% 0.27 $442.65–577.40 · VW $510.54i $177,423,198 SEC
2024   Q2 297,713 6.34 Add 0.64% 0.04 $414.50–531.49 · VW $468.24i $150,112,849 SEC
2024   Q1 295,820 5.84 Add 2.74% 0.16 $340.01–523.57 · VW $442.83i $143,644,276 SEC
2023   Q4 287,932 4.79 Add 1.94% 0.09 $279.40–361.90 · VW $320.64i $101,916,411 SEC
2023   Q3 282,449 4.60 Add 0.98% 0.04 $274.38–326.20 · VW $303.69i $84,794,014 SEC
2023   Q2 279,708 4.22 Add 6.16% 0.25 $207.13–289.79 · VW $254.82i $80,270,602 SEC
2023   Q1 263,471 3.36 Reduce 2.70% 0.05 $122.28–212.17 · VW $173.17i $55,840,044 SEC
2022   Q4 270,786 2.01 Add 0.88% 0.02 $88.09–142.39 · VW $111.24i $32,586,387 SEC
2022   Q3 268,430 2.47 Add 1.76% 0.04 $134.12–183.85 · VW $159.54i $36,421,000 SEC
2022   Q2 263,790 2.80 Add 2.64% 0.07 $154.25–236.86 · VW $190.78i $42,536,000 SEC
2022   Q1 257,017 3.23 Add 3.51% 0.11 $185.82–343.09 · VW $246.93i $57,150,000 SEC
2021   Q4 248,311 4.46 Add 0.06% <0.01 $299.50–353.83 · VW $329.23i $83,519,000 SEC
2021   Q3 248,158 5.02 Add 5.92% 0.28 $334.50–384.33 · VW $358.78i $84,222,000 SEC
2021   Q2 234,295 4.95 Add 1.16% 0.06 $296.04–358.14 · VW $326.30i $81,467,000 SEC
2021   Q1 231,615 4.56 Add 5.48% 0.24 $244.61–299.71 · VW $270.71i $68,218,000 SEC
2020   Q4 219,590 4.60 Add 3.75% 0.17 $254.82–297.38 · VW $273.34i $59,983,000 SEC
2020   Q3 211,661 5.08 Add 0.43% 0.02 $226.90–304.67 · VW $266.23i $55,434,000 SEC
2020   Q2 210,751 4.76 Add 24.40% 0.93 $150.83–245.19 · VW $212.02i $47,855,000 SEC
2020   Q1 169,415 3.60 Reduce 7.54% 0.26 $137.10–224.20 · VW $185.55i $28,258,000 SEC
2019   Q4 183,236 3.40 Add 3.55% 0.12 $173.09–208.93 · VW $195.49i $37,609,000 SEC
2019   Q3 176,952 3.14 Add 2.10% 0.06 $175.66–208.66 · VW $189.95i $31,512,000 SEC
2019   Q2 173,316 3.38 Add 5.31% 0.17 $160.84–198.88 · VW $184.82i $33,450,000 SEC
2019   Q1 164,573 3.15 Add 40.82% 0.91 $128.56–174.30 · VW $161.38i $27,433,000 SEC
2018   Q4 116,870 2.02 Add 2.87% 0.06 $123.02–165.88 · VW $142.59i $15,320,000 SEC
2018   Q3 113,609 2.25 Add 8.54% 0.18 $158.87–218.62 · VW $177.44i $18,684,000 SEC
2018   Q2 104,672 2.86 Buy 2.86 $150.51–203.55 · VW $178.43i $20,340,000 SEC
Price snapshot:
Current price$656.73
Avg. buy price$252.17
+/- since buy160.43%
52-week low$519.78
52-week high$793.65