François Rochon / Transactions / 2025-Q1

    Company Shares change Shares owned end of quarter Transaction type Price range
    Align Technology, Inc.
    US0162551016
    +2.1K 45K BUY $145.00–$225.50
    Alphabet Inc.
    US02079K1079
    -233 755K SELL $143.30–$198.96
    Alphabet Inc.
    US02079K3059
    -583 256K SELL $141.78–$196.82
    AMETEK, Inc.
    US0311001004
    +3K 977K BUY $155.98–$182.76
    Analog Devices, Inc.
    US0326541051
    -435 171K SELL $183.78–$231.23
    Apple Inc.
    US0378331005
    -7.6K 9.4K SELL $193.32–$238.70
    Bank of America Corporation
    US0605051046
    -3K 998K SELL $36.34–$46.31
    Bank OZK
    US06417N1037
    -2.9K 1.2M SELL $39.46–$50.62
    Berkshire Hathaway Inc.
    US0846701086
    +3 11 BUY $650.50K–$754.50K
    Berkshire Hathaway Inc.
    US0846707026
    -2.2K 503K SELL $432.30–$496.90
    Booking Holdings Inc.
    US09857L1089
    -45 21K SELL $3.83K–$5.03K
    Brown & Brown, Inc.
    US1152361010
    -206 295K SELL $98.18–$115.00
    Capital One Financial Corporation
    US14040H1059
    -2.5K 12K SELL $150.00–$201.00
    CarMax, Inc.
    US1431301027
    -41K 1.6M SELL $63.58–$84.93
    Credit Acceptance Corporation
    US2253101016
    +293 30K BUY $420.00–$510.00
    The Walt Disney Company
    US2546871060
    -715 248K SELL $89.27–$110.20
    Meta Platforms, Inc.
    US30303M1027
    +49 315K BUY $528.50–$706.50
    Ferguson plc
    US31488V1070
    +678 34K BUY $139.00–$178.00
    Fiserv, Inc.
    US3377381088
    -621 630K SELL $192.86–$227.18
    Five Below, Inc.
    US33829M1018
    -111K 622K SELL $66.60–$100.65
    Floor & Decor Holdings, Inc.
    US3397501012
    -43 234K SELL $73.50–$100.00
    HEICO Corporation
    US4228062083
    +356 742K BUY
    Installed Building Products, Inc.
    US45780R1014
    +3.3K 508K BUY $154.50–$200.00
    JPMorgan Chase & Co.
    US46625H1005
    +621 44K BUY $207.35–$268.10
    Keysight Technologies, Inc.
    US49338L1035
    -834 331K SELL $136.62–$177.63
    Kinsale Capital Group, Inc.
    US49714P1084
    +79K 170K BUY $397.50–$483.10
    Littelfuse, Inc.
    US5370081045
    -111 81K SELL $181.50–$245.00
    Lululemon Athletica Inc.
    US5500211090
    -199 143K SELL $262.18–$404.80
    Markel Corporation
    US5705351048
    +71 43K BUY $1.63K–$1.98K
    Mastercard Incorporated
    US57636Q1040
    +768 27K BUY $478.80–$555.00
    Medpace Holdings, Inc.
    US58506Q1094
    +18K 252K BUY $281.80–$347.10
    Microsoft Corporation
    US5949181045
    -367 2K SELL $345.33–$427.40
    NVR, Inc.
    US62944T1051
    -68 13K SELL $6.50K–$8.25K
    The Progressive Corporation
    US7433151039
    -17K 529K SELL $224.50–$271.75
    The Charles Schwab Corporation
    US8085131055
    +1.1K 949K BUY $65.19–$80.92
    Starbucks Corporation
    US8552441094
    -2.7K 747K SELL $88.53–$111.55
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    -3.1K 12K SELL $153.50–$214.50
    Visa Inc.
    US92826C8394
    -2.2K 394K SELL $298.95–$349.25

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