Francois Rochon's GOOG Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 605,460 shares of Alphabet Inc. (GOOG) worth $213.93 M, representing 7.19% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in GOOG, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 104,680 shares. Largest reduction occurred in Q3 2016, reducing 23.96 M shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Alphabet (GOOG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOG) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -15,449 | Reduce 2.49% | 605,460 | $353.33 |
| Q1 2026 | -18,598 | Reduce 2.91% | 620,909 | $286.86 |
| Q4 2025 | +1,294 | Add 0.20% | 639,507 | $313.80 |
| Q3 2025 | -15,504 | Reduce 2.37% | 638,213 | $243.55 |
| Q2 2025 | +2,271 | Add 0.35% | 653,717 | $177.39 |
| Q1 2025 | -3,591 | Reduce 0.55% | 651,446 | $156.23 |
| Q4 2024 | +8,857 | Add 1.37% | 655,037 | $190.44 |
| Q3 2024 | -1,256 | Reduce 0.19% | 646,180 | $167.19 |
| Q2 2024 | +1,636 | Add 0.25% | 647,436 | $183.42 |
| Q1 2024 | +7,850 | Add 1.23% | 645,800 | $152.26 |
| Q4 2023 | -268,374 | Reduce 29.61% | 637,950 | $140.93 |
| Q3 2023 | -712 | Reduce 0.08% | 906,324 | $131.85 |
| Q2 2023 | +44,960 | Add 5.22% | 907,036 | $120.97 |
| Q1 2023 | -24,902 | Reduce 2.81% | 862,076 | $104.00 |
| Q4 2022 | -6,062 | Reduce 0.68% | 886,978 | $88.73 |
| Q3 2022 | +12,800 | Add 1.45% | 893,040 | $96.15 |
| Q2 2022 | +48,620 | Add 5.85% | 880,240 | $109.37 |
| Q1 2022 | +25,680 | Add 3.19% | 831,620 | $139.65 |
| Q4 2021 | +11,120 | Add 1.40% | 805,940 | $144.68 |
| Q3 2021 | +23,560 | Add 3.05% | 794,820 | $133.27 |
| Q2 2021 | +25,680 | Add 3.44% | 771,260 | $125.32 |
| Q1 2021 | +4,500 | Add 0.61% | 745,580 | $103.43 |
| Q4 2020 | +17,880 | Add 2.47% | 741,080 | $87.59 |
| Q3 2020 | -3,280 | Reduce 0.45% | 723,200 | $73.48 |
| Q2 2020 | +43,640 | Add 6.39% | 726,480 | $70.68 |
| Q1 2020 | -47,220 | Reduce 6.47% | 682,840 | $58.14 |
| Q4 2019 | +17,520 | Add 2.46% | 730,060 | $66.85 |
| Q3 2019 | +10,340 | Add 1.47% | 712,540 | $60.95 |
| Q2 2019 | +15,280 | Add 2.22% | 702,200 | $54.05 |
| Q1 2019 | +3,060 | Add 0.45% | 686,920 | $58.67 |
| Q4 2018 | +5,020 | Add 0.74% | 683,860 | $51.78 |
| Q3 2018 | +64,480 | Add 10.50% | 678,840 | $59.67 |
| Q2 2018 | +27,960 | Add 4.77% | 614,360 | $55.78 |
| Q1 2018 | +29,700 | Add 5.34% | 586,400 | $51.59 |
| Q4 2017 | +69,360 | Add 14.23% | 556,700 | $52.32 |
| Q3 2017 | +28,620 | Add 6.24% | 487,340 | $47.96 |
| Q2 2017 | +4,880 | Add 1.08% | 458,720 | $45.44 |
| Q1 2017 | +104,680 | Add 29.98% | 453,840 | $41.48 |
| Q4 2016 | +25,020 | Add 7.72% | 349,160 | $38.59 |
| Q3 2016 | +324,140 | New Buy | 324,140 | $38.87 |
| Q1 1970 | +24.29 M | Add 0.00% | 24.29 M | $8.81 |
Francois Rochon's Alphabet Investment FAQs
Francois Rochon first purchased Alphabet Inc. (GOOG) in Q1 1970, acquiring 24,285,001 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 Alphabet Inc. (GOOG) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to Alphabet Inc. (GOOG) was in Q1 1970, adding 24,285,001 shares worth $213.93 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 605,460 shares of Alphabet Inc. (GOOG), valued at approximately $213.93 M.
As of the Q2 2026 filing, Alphabet Inc. (GOOG) represents approximately 7.19% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Alphabet Inc. (GOOG) was 24,285,001 shares, as reported at the end of Q1 1970.