François Rochon / Transactions / 2024-Q3

    Company Shares change Shares owned end of quarter Transaction type Price range
    Align Technology, Inc.
    US0162551016
    +3K 33K BUY $190.45–$236.50
    Alphabet Inc.
    US02079K1079
    -1.3K 646K SELL $136.14–$177.60
    Alphabet Inc.
    US02079K3059
    +37K 347K BUY $134.46–$175.90
    AMETEK, Inc.
    US0311001004
    +23K 959K BUY $141.58–$162.56
    Analog Devices, Inc.
    US0326541051
    +5.7K 206K BUY $178.76–$220.80
    Apple Inc.
    US0378331005
    -175 9.9K SELL $188.28–$215.45
    Bank of America Corporation
    US0605051046
    +3.9K 990K BUY $32.40–$40.35
    Bank OZK
    US06417N1037
    +2.8K 1.2M BUY $35.40–$43.71
    Berkshire Hathaway Inc.
    US0846707026
    +4.8K 489K BUY $374.85–$432.75
    Booking Holdings Inc.
    US09857L1089
    +512 21K BUY $3.00K–$3.82K
    CarMax, Inc.
    US1431301027
    +42K 1.6M BUY $66.42–$78.76
    Costco Wholesale Corporation
    US22160K1051
    -110 240 SELL $733.70–$833.70
    Credit Acceptance Corporation
    US2253101016
    +4.2K 29K BUY $386.00–$560.00
    The Walt Disney Company
    US2546871060
    +12K 246K BUY $77.86–$92.40
    Edwards Lifesciences Corporation
    US28176E1082
    +272 446K BUY $55.98–$86.94
    Meta Platforms, Inc.
    US30303M1027
    +12K 310K BUY $424.00–$511.50
    Fiserv, Inc.
    US3377381088
    +16K 501K BUY $137.16–$163.50
    Five Below, Inc.
    US33829M1018
    +27K 725K BUY $60.84–$102.15
    Floor & Decor Holdings, Inc.
    US3397501012
    -46K 231K SELL $84.00–$112.00
    Fortune Brands Home & Security, Inc.
    US34964C1062
    +475 446K BUY $58.00–$79.50
    HEICO Corporation
    US4228062083
    +9.3K 733K BUY
    Installed Building Products, Inc.
    US45780R1014
    +16K 487K BUY $182.00–$254.00
    Intercontinental Exchange, Inc.
    US45866F1049
    +3.4K 17K BUY $127.76–$147.06
    JPMorgan Chase & Co.
    US46625H1005
    +3.1K 43K BUY $178.04–$204.30
    Keysight Technologies, Inc.
    US49338L1035
    +1.5K 481K BUY $112.72–$143.52
    Kinsale Capital Group, Inc.
    US49714P1084
    +54K 86K BUY $342.40–$449.90
    Littelfuse, Inc.
    US5370081045
    +323 79K BUY $216.00–$252.00
    Lululemon Athletica Inc.
    US5500211090
    +11K 141K BUY $214.70–$278.40
    Markel Corporation
    US5705351048
    +1.2K 43K BUY $1.37K–$1.52K
    Mastercard Incorporated
    US57636Q1040
    +2K 26K BUY $400.30–$451.15
    Medpace Holdings, Inc.
    US58506Q1094
    +39K 227K BUY $291.60–$420.60
    NVR, Inc.
    US62944T1051
    +128 13K BUY $6.95K–$8.75K
    Old Dominion Freight Line, Inc.
    US6795801009
    +531 5.3K BUY $165.60–$196.60
    The Progressive Corporation
    US7433151039
    +1.9K 537K BUY $192.46–$232.95
    The Charles Schwab Corporation
    US8085131055
    +66K 936K BUY $55.67–$70.35
    Starbucks Corporation
    US8552441094
    +2.4K 718K BUY $66.35–$89.32
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    +6.4K 15K BUY $133.80–$176.20
    Visa Inc.
    US92826C8394
    +4.8K 392K BUY $235.15–$263.05

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