Francois Rochon's AMZN Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 49,902 shares of Amazon.com, Inc. (AMZN) worth $12.43 M, representing 0.43% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in AMZN, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2026, adding 49,902 shares. Largest reduction occurred in Q1 2022, reducing 15,160 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Amazoncom (AMZN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amazoncom (AMZN) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +49,902 | New Buy | 49,902 | $249.15 |
| Q3 2025 | -1,174 | Sold Out | 0 | $0.00 |
| Q2 2025 | +1,174 | New Buy | 1,174 | $219.39 |
| Q1 2022 | -15,160 | Sold Out | 0 | $0.00 |
| Q4 2021 | +1,100 | Add 7.82% | 15,160 | $166.69 |
| Q3 2021 | +4,740 | Add 50.86% | 14,060 | $164.22 |
| Q2 2021 | -480 | Reduce 4.90% | 9,320 | $172.00 |
| Q1 2021 | +480 | Add 5.15% | 9,800 | $154.69 |
| Q4 2020 | -1,020 | Reduce 9.86% | 9,320 | $162.88 |
| Q3 2020 | +1,160 | Add 12.64% | 10,340 | $157.45 |
| Q2 2020 | +9,180 | New Buy | 9,180 | $137.91 |
Francois Rochon's Amazoncom Investment FAQs
Francois Rochon first purchased Amazon.com, Inc. (AMZN) in Q2 2020, acquiring 9,180 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Amazon.com, Inc. (AMZN) for 11 quarters since Q2 2020.
Francois Rochon's largest addition to Amazon.com, Inc. (AMZN) was in Q3 2026, adding 49,902 shares worth $12.43 M.
According to the latest 13F filing for Q3 2026, Francois Rochon's firm, Giverny Capital Inc., owns 49,902 shares of Amazon.com, Inc. (AMZN), valued at approximately $12.43 M.
As of the Q3 2026 filing, Amazon.com, Inc. (AMZN) represents approximately 0.43% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Amazon.com, Inc. (AMZN) was 49,902 shares, as reported at the end of Q3 2026.