François Rochon / Transactions / 2022-Q2

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alibaba Group Holding Limited
    US01609W1027
    +75 5.1K BUY $76.93–$112.31
    Alphabet Inc.
    US02079K1079
    +972K 18M BUY $4.94–$6.54
    Alphabet Inc.
    US02079K3059
    +71K 3.8M BUY $4.94–$6.51
    AMETEK, Inc.
    US0311001004
    +22K 828K BUY $102.17–$122.20
    Analog Devices, Inc.
    US0326541051
    +21K 25K BUY $137.93–$158.29
    Autohome Inc.
    US05278C1071
    +7.7K 338K BUY $23.19–$37.86
    Bank of America Corporation
    US0605051046
    +47K 929K BUY $29.65–$37.22
    Bank OZK
    US06417N1037
    +4.7K 208K BUY $33.69–$39.15
    Berkshire Hathaway Inc.
    US0846707026
    +20K 458K BUY $253.10–$325.00
    CarMax, Inc.
    US1431301027
    +45K 1.2M BUY $81.39–$95.20
    Ciena Corporation
    US1717793095
    +29K 675K BUY $40.42–$56.02
    Credit Acceptance Corporation
    US2253101016
    +447 16K BUY $442.96–$608.61
    The Walt Disney Company
    US2546871060
    +13K 223K BUY $88.40–$126.41
    Edwards Lifesciences Corporation
    US28176E1082
    +12K 417K BUY $82.76–$118.44
    Meta Platforms, Inc.
    US30303M1027
    +6.8K 264K BUY $148.13–$213.40
    First Republic Bank
    US33616C1009
    +786 29K BUY
    Five Below, Inc.
    US33829M1018
    +115K 609K BUY $106.80–$169.86
    HEICO Corporation
    US4228062083
    +26K 658K BUY
    Installed Building Products, Inc.
    US45780R1014
    +10K 408K BUY $67.78–$92.69
    Intercontinental Exchange, Inc.
    US45866F1049
    +13K 344K BUY $86.14–$120.24
    JPMorgan Chase & Co.
    US46625H1005
    +7.6K 284K BUY $107.28–$124.06
    Keysight Technologies, Inc.
    US49338L1035
    +22K 458K BUY $124.16–$145.00
    Littelfuse, Inc.
    US5370081045
    +66K 69K BUY $208.00–$261.92
    Markel Corporation
    US5705351048
    +2K 81K BUY $1.21K–$1.38K
    Mastercard Incorporated
    US57636Q1040
    +55 15K BUY $296.29–$361.31
    NVR, Inc.
    US62944T1051
    +781 17K BUY $3.53K–$4.45K
    The Progressive Corporation
    US7433151039
    -141K 579K SELL $100.16–$113.67
    SS&C Technologies Holdings, Inc.
    US78467J1007
    +29K 701K BUY $53.10–$69.00
    The Charles Schwab Corporation
    US8085131055
    +41K 1.2M BUY $57.21–$76.89
    Sleep Number Corporation
    US83125X1037
    +22K 382K BUY $29.62–$48.16
    Visa Inc.
    US92826C8394
    +8.6K 352K BUY $181.20–$210.45
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +44K 723K BUY $47.24–$62.76

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