François Rochon / Transactions / 2023-Q2

    Company Shares change Shares owned end of quarter Transaction type Price range
    Alphabet Inc.
    US02079K1079
    +45K 907K BUY $94.41–$119.96
    Alphabet Inc.
    US02079K3059
    +9.7K 223K BUY $93.94–$119.06
    AMETEK, Inc.
    US0311001004
    +51K 893K BUY $123.00–$147.00
    Analog Devices, Inc.
    US0326541051
    +153K 184K BUY $160.05–$180.45
    Apple Inc.
    US0378331005
    -300 14K SELL $145.64–$177.63
    Autohome Inc.
    US05278C1071
    +1.4K 343K BUY $24.20–$30.20
    Bank of America Corporation
    US0605051046
    +86K 986K BUY $24.55–$27.88
    Bank OZK
    US06417N1037
    +10K 211K BUY $28.60–$38.80
    Berkshire Hathaway Inc.
    US0846707026
    +25K 470K BUY $282.80–$313.60
    CarMax, Inc.
    US1431301027
    +72K 1.5M BUY $57.00–$79.00
    Ciena Corporation
    US1717793095
    +37K 704K BUY $37.30–$47.90
    Coherent, Inc.
    US19247G1076
    +3.7K 100K BUY $25.20–$50.50
    Credit Acceptance Corporation
    US2253101016
    +592 21K BUY $344.00–$464.00
    The Walt Disney Company
    US2546871060
    +1.6K 231K BUY $80.62–$93.60
    Edwards Lifesciences Corporation
    US28176E1082
    +25K 440K BUY $74.92–$86.10
    Meta Platforms, Inc.
    US30303M1027
    +16K 280K BUY $188.88–$263.75
    Fiserv, Inc.
    US3377381088
    +10K 271K BUY $101.25–$115.05
    Five Below, Inc.
    US33829M1018
    +32K 634K BUY $156.90–$200.20
    Floor & Decor Holdings, Inc.
    US3397501012
    +13K 278K BUY $81.10–$95.60
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +4.2K 902K BUY $50.50–$66.00
    HEICO Corporation
    US4228062083
    +44K 701K BUY
    Installed Building Products, Inc.
    US45780R1014
    +4.2K 428K BUY $97.50–$127.00
    JPMorgan Chase & Co.
    US46625H1005
    +1.1K 34K BUY $116.65–$133.55
    Keysight Technologies, Inc.
    US49338L1035
    +24K 470K BUY $127.48–$152.56
    Knight-Swift Transportation Holdings Inc.
    US4990491049
    -257 7.8K SELL
    Littelfuse, Inc.
    US5370081045
    +5.9K 76K BUY $97.50–$258.00
    Lululemon Athletica Inc.
    US5500211090
    +1.8K 116K BUY $304.40–$350.45
    Markel Corporation
    US5705351048
    +4.2K 84K BUY $1.17K–$1.27K
    Mastercard Incorporated
    US57636Q1040
    +472 19K BUY $330.20–$362.60
    MasterBrand, Inc.
    US57638P1049
    +45K 911K BUY $6.70–$11.10
    Microsoft Corporation
    US5949181045
    +16 3.6K BUY $254.70–$318.50
    NVR, Inc.
    US62944T1051
    +484 13K BUY $4.98K–$5.75K
    The Progressive Corporation
    US7433151039
    +6.2K 487K BUY $112.20–$136.40
    Roper Technologies, Inc.
    US7766961061
    -90 1.2K SELL $395.70–$434.70
    SS&C Technologies Holdings, Inc.
    US78467J1007
    +5.4K 161K BUY $49.60–$55.50
    The Charles Schwab Corporation
    US8085131055
    -469K 752K SELL $42.64–$52.00
    SiteOne Landscape Supply, Inc.
    US82982L1035
    +90 3.8K BUY $117.00–$153.00
    Sleep Number Corporation
    US83125X1037
    -22 21K SELL $16.69–$27.97
    Starbucks Corporation
    US8552441094
    -52 6.2K SELL $89.50–$103.60
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    -6K 8.2K SELL $74.20–$99.70
    Visa Inc.
    US92826C8394
    +18K 372K BUY $202.90–$216.15

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