François Rochon / Transactions / 2020-Q4

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alphabet Inc.
    US02079K1079
    +358K 15M BUY $3.09–$3.78
    Alphabet Inc.
    US02079K3059
    +302K 3.4M BUY $3.09–$3.77
    Amazon.com, Inc.
    US0231351067
    -1K 9.3K SELL $127.68–$146.75
    AMETEK, Inc.
    US0311001004
    -43K 713K SELL $83.78–$101.82
    Apple Inc.
    US0378331005
    +2.5K 12K BUY $93.10–$112.21
    Autohome Inc.
    US05278C1071
    +120K 315K BUY $76.50–$88.50
    Bank of America Corporation
    US0605051046
    +16K 1.3M BUY $20.01–$24.70
    Bank OZK
    US06417N1037
    +4K 356K BUY $18.40–$25.80
    Berkshire Hathaway Inc.
    US0846707026
    +16K 690K BUY $170.89–$196.86
    CarMax, Inc.
    US1431301027
    +37K 1.1M BUY $73.50–$82.00
    Credit Acceptance Corporation
    US2253101016
    +1.7K 9.8K BUY $240.00–$302.00
    The Walt Disney Company
    US2546871060
    +7.3K 188K BUY $101.16–$146.60
    Edwards Lifesciences Corporation
    US28176E1082
    +14K 388K BUY $61.19–$74.03
    Meta Platforms, Inc.
    US30303M1027
    +7.9K 220K BUY $219.50–$249.20
    First Republic Bank
    US33616C1009
    +2.1K 19K BUY
    Five Below, Inc.
    US33829M1018
    +7.8K 298K BUY $107.92–$138.16
    Healthcare Services Group, Inc.
    US4219061086
    +5.2K 362K BUY $17.50–$22.60
    HEICO Corporation
    US4228062083
    +12K 536K BUY
    Intercontinental Exchange, Inc.
    US45866F1049
    +8.5K 275K BUY $80.00–$93.00
    JPMorgan Chase & Co.
    US46625H1005
    +9.1K 346K BUY $82.42–$103.82
    Keysight Technologies, Inc.
    US49338L1035
    +6K 404K BUY $82.71–$107.82
    Liberty Broadband Corporation
    US5303073051
    +3.1K 22K BUY $117.04–$121.22
    Littelfuse, Inc.
    US5370081045
    -55K 2.8K SELL $148.00–$204.00
    Markel Corporation
    US5705351048
    +2K 47K BUY $791.00–$887.00
    Mastercard Incorporated
    US57636Q1040
    +1.4K 9.6K BUY $246.25–$299.00
    Microsoft Corporation
    US5949181045
    +49 3.6K BUY $172.98–$190.17
    NVR, Inc.
    US62944T1051
    +337 14K BUY $3.20K–$3.80K
    The Progressive Corporation
    US7433151039
    +40K 654K BUY $72.00–$86.50
    SS&C Technologies Holdings, Inc.
    US78467J1007
    +12K 84K BUY $50.36–$60.28
    The Charles Schwab Corporation
    US8085131055
    +38K 998K BUY $31.47–$43.72
    Sleep Number Corporation
    US83125X1037
    +116K 330K BUY $41.20–$70.00
    The TJX Companies, Inc.
    US8725401090
    +4.6K 40K BUY $43.25–$56.12
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    -3K 9.4K SELL $69.90–$88.01
    Visa Inc.
    US92826C8394
    +4K 305K BUY $155.00–$182.00
    Wayfair Inc.
    US94419L1017
    -2.8K 1.5K SELL $190.00–$274.00
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +16K 604K BUY $56.84–$65.38

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