François Rochon / Transactions / 2024-Q2

    Company Shares change Shares owned end of quarter Transaction type Price range
    Align Technology, Inc.
    US0162551016
    +1.1K 30K BUY $220.90–$306.60
    Alphabet Inc.
    US02079K1079
    +1.6K 647K BUY $140.54–$174.28
    Alphabet Inc.
    US02079K3059
    +17K 310K BUY $139.36–$173.32
    AMETEK, Inc.
    US0311001004
    +8.7K 937K BUY $151.50–$169.82
    Analog Devices, Inc.
    US0326541051
    +7K 200K BUY $172.32–$222.25
    Bank of America Corporation
    US0605051046
    -835 986K SELL $32.66–$37.47
    Bank OZK
    US06417N1037
    +29K 1.2M BUY $35.57–$45.54
    Berkshire Hathaway Inc.
    US0846707026
    +4.5K 484K BUY $371.78–$388.70
    Booking Holdings Inc.
    US09857L1089
    +8.7K 20K BUY $3.19K–$3.76K
    CarMax, Inc.
    US1431301027
    +13K 1.6M BUY $62.72–$79.62
    Credit Acceptance Corporation
    US2253101016
    +947 25K BUY $446.00–$520.00
    The Walt Disney Company
    US2546871060
    +496 233K BUY $93.06–$113.96
    Edwards Lifesciences Corporation
    US28176E1082
    +298 446K BUY $78.24–$87.34
    Meta Platforms, Inc.
    US30303M1027
    +1.9K 298K BUY $398.10–$487.70
    Fiserv, Inc.
    US3377381088
    +4.7K 485K BUY $135.86–$147.38
    Five Below, Inc.
    US33829M1018
    +31K 698K BUY $103.50–$165.35
    Floor & Decor Holdings, Inc.
    US3397501012
    +3.9K 276K BUY $94.50–$118.00
    Fortune Brands Home & Security, Inc.
    US34964C1062
    -7.2K 446K SELL $60.00–$77.00
    HEICO Corporation
    US4228062083
    +4.7K 724K BUY
    Installed Building Products, Inc.
    US45780R1014
    +4.5K 472K BUY $184.00–$238.00
    JPMorgan Chase & Co.
    US46625H1005
    +1K 40K BUY $168.62–$188.41
    Keysight Technologies, Inc.
    US49338L1035
    +1.2K 480K BUY $125.48–$148.58
    Kinsale Capital Group, Inc.
    US49714P1084
    +15K 33K BUY $335.70–$458.00
    Littelfuse, Inc.
    US5370081045
    +731 79K BUY $210.00–$252.00
    Lululemon Athletica Inc.
    US5500211090
    +862 130K BUY $280.80–$349.95
    Markel Corporation
    US5705351048
    -39K 41K SELL $1.34K–$1.54K
    Mastercard Incorporated
    US57636Q1040
    +703 24K BUY $408.20–$444.15
    Medpace Holdings, Inc.
    US58506Q1094
    +2.9K 188K BUY $347.50–$390.70
    NVR, Inc.
    US62944T1051
    +41 13K BUY $6.95K–$7.45K
    Old Dominion Freight Line, Inc.
    US6795801009
    +2.4K 4.7K BUY $156.45–$209.30
    The Progressive Corporation
    US7433151039
    +4.5K 535K BUY $187.88–$203.20
    The Charles Schwab Corporation
    US8085131055
    +8.4K 870K BUY $65.22–$73.01
    Starbucks Corporation
    US8552441094
    +344K 716K BUY $67.01–$83.29
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    -30 8.2K SELL $119.00–$168.00
    Visa Inc.
    US92826C8394
    +4.8K 387K BUY $248.55–$262.45

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