François Rochon / Transactions / 2021-Q3

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alphabet Inc.
    US02079K1079
    +471K 16M BUY $5.33–$6.18
    Alphabet Inc.
    US02079K3059
    +122K 3.8M BUY $5.16–$6.13
    Amazon.com, Inc.
    US0231351067
    +4.7K 14K BUY $136.56–$157.18
    AMETEK, Inc.
    US0311001004
    +25K 766K BUY $107.95–$116.95
    Apple Inc.
    US0378331005
    -384 11K SELL $115.86–$132.26
    Autohome Inc.
    US05278C1071
    +23K 369K BUY $31.60–$54.00
    Bank of America Corporation
    US0605051046
    +3.4K 1.3M BUY $31.31–$37.21
    Bank OZK
    US06417N1037
    -503 179K SELL $33.00–$37.60
    Berkshire Hathaway Inc.
    US0846707026
    +12K 748K BUY $231.38–$248.10
    CarMax, Inc.
    US1431301027
    +49K 1.2M BUY $106.00–$126.00
    Credit Acceptance Corporation
    US2253101016
    +7.3K 17K BUY $358.00–$555.00
    The Walt Disney Company
    US2546871060
    -1.4K 200K SELL $145.78–$161.07
    Edwards Lifesciences Corporation
    US28176E1082
    -3.4K 402K SELL $87.02–$103.75
    Meta Platforms, Inc.
    US30303M1027
    +14K 248K BUY $284.90–$323.15
    Fastenal Company
    US3119001044
    +1.5K 19K BUY $21.87–$23.77
    First Republic Bank
    US33616C1009
    +8.8K 27K BUY
    Five Below, Inc.
    US33829M1018
    +18K 333K BUY $153.00–$200.00
    Healthcare Services Group, Inc.
    US4219061086
    -179 370K SELL $20.20–$26.80
    HEICO Corporation
    US4228062083
    +17K 596K BUY
    Intercontinental Exchange, Inc.
    US45866F1049
    +17K 316K BUY $97.30–$102.80
    Intuitive Surgical, Inc.
    US46120E6023
    +193K 194K BUY $259.93–$304.80
    JPMorgan Chase & Co.
    US46625H1005
    +18K 382K BUY $124.57–$143.32
    Keysight Technologies, Inc.
    US49338L1035
    +5.9K 430K BUY $126.75–$154.25
    Liberty Broadband Corporation
    US5303071071
    +37K 38K BUY
    Littelfuse, Inc.
    US5370081045
    -18 2.8K SELL $198.00–$240.00
    Markel Corporation
    US5705351048
    +2.9K 74K BUY $995.50–$1.09K
    Mastercard Incorporated
    US57636Q1040
    +4K 13K BUY $286.65–$334.00
    NVR, Inc.
    US62944T1051
    +282 15K BUY $4.02K–$4.50K
    The Progressive Corporation
    US7433151039
    +30K 801K BUY $77.46–$83.86
    Roper Technologies, Inc.
    US7766961061
    +125 1.5K BUY $389.20–$422.00
    SS&C Technologies Holdings, Inc.
    US78467J1007
    +41K 123K BUY $58.50–$66.00
    The Charles Schwab Corporation
    US8085131055
    +51K 1.1M BUY $56.60–$66.04
    Sleep Number Corporation
    US83125X1037
    -49 347K SELL $74.50–$97.50
    The TJX Companies, Inc.
    US8725401090
    +1.3K 9.5K BUY $55.86–$64.44
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    +4.2K 12K BUY $92.50–$107.60
    UnitedHealth Group Incorporated
    US91324P1021
    +2.8K 3.8K BUY $337.65–$368.08
    Visa Inc.
    US92826C8394
    -1.9K 331K SELL $186.72–$211.85
    Wayfair Inc.
    US94419L1017
    +3.9K 5.4K BUY $203.50–$268.30
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +14K 654K BUY $65.81–$74.79

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