Francois Rochon's GOOG Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 639,507 shares of Alphabet Inc. (GOOG) worth $200.68 M, representing 6.69% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in GOOG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 104,680 shares. Largest reduction occurred in Q4 2023, reducing 268,374 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 |
|---|---|---|---|---|
| Q3 2016 | +324,140 | New Buy | 324,140 | $38.87 |
| Q4 2016 | +25,020 | Add 7.72% | 349,160 | $38.59 |
| Q1 2017 | +104,680 | Add 29.98% | 453,840 | $41.48 |
| Q2 2017 | +4,880 | Add 1.08% | 458,720 | $45.44 |
| Q3 2017 | +28,620 | Add 6.24% | 487,340 | $47.96 |
| Q4 2017 | +69,360 | Add 14.23% | 556,700 | $52.32 |
| Q1 2018 | +29,700 | Add 5.34% | 586,400 | $51.59 |
| Q2 2018 | +27,960 | Add 4.77% | 614,360 | $55.78 |
| Q3 2018 | +64,480 | Add 10.50% | 678,840 | $59.67 |
| Q4 2018 | +5,020 | Add 0.74% | 683,860 | $51.78 |
| Q1 2019 | +3,060 | Add 0.45% | 686,920 | $58.67 |
| Q2 2019 | +15,280 | Add 2.22% | 702,200 | $54.05 |
| Q3 2019 | +10,340 | Add 1.47% | 712,540 | $60.95 |
| Q4 2019 | +17,520 | Add 2.46% | 730,060 | $66.85 |
| Q1 2020 | -47,220 | Reduce 6.47% | 682,840 | $58.14 |
| Q2 2020 | +43,640 | Add 6.39% | 726,480 | $70.68 |
| Q3 2020 | -3,280 | Reduce 0.45% | 723,200 | $73.48 |
| Q4 2020 | +17,880 | Add 2.47% | 741,080 | $87.59 |
| Q1 2021 | +4,500 | Add 0.61% | 745,580 | $103.43 |
| Q2 2021 | +25,680 | Add 3.44% | 771,260 | $125.32 |
| Q3 2021 | +23,560 | Add 3.05% | 794,820 | $133.27 |
| Q4 2021 | +11,120 | Add 1.40% | 805,940 | $144.68 |
| Q1 2022 | +25,680 | Add 3.19% | 831,620 | $139.65 |
| Q2 2022 | +48,620 | Add 5.85% | 880,240 | $109.37 |
| Q3 2022 | +12,800 | Add 1.45% | 893,040 | $96.15 |
| Q4 2022 | -6,062 | Reduce 0.68% | 886,978 | $88.73 |
| Q1 2023 | -24,902 | Reduce 2.81% | 862,076 | $104.00 |
| Q2 2023 | +44,960 | Add 5.22% | 907,036 | $120.97 |
| Q3 2023 | -712 | Reduce 0.08% | 906,324 | $131.85 |
| Q4 2023 | -268,374 | Reduce 29.61% | 637,950 | $140.93 |
| Q1 2024 | +7,850 | Add 1.23% | 645,800 | $152.26 |
| Q2 2024 | +1,636 | Add 0.25% | 647,436 | $183.42 |
| Q3 2024 | -1,256 | Reduce 0.19% | 646,180 | $167.19 |
| Q4 2024 | +8,857 | Add 1.37% | 655,037 | $190.44 |
| Q1 2025 | -3,591 | Reduce 0.55% | 651,446 | $156.23 |
| Q2 2025 | +2,271 | Add 0.35% | 653,717 | $177.39 |
| Q3 2025 | -15,504 | Reduce 2.37% | 638,213 | $243.55 |
| Q4 2025 | +1,294 | Add 0.20% | 639,507 | $313.80 |
Francois Rochon's Alphabet Investment FAQs
Francois Rochon first purchased Alphabet Inc. (GOOG) in Q3 2016, acquiring 324,140 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 38 quarters since Q3 2016.
Francois Rochon's largest addition to Alphabet Inc. (GOOG) was in Q3 2016, adding 324,140 shares worth $12.6 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 639,507 shares of Alphabet Inc. (GOOG), valued at approximately $200.68 M.
As of the Q4 2025 filing, Alphabet Inc. (GOOG) represents approximately 6.69% 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 907,036 shares, as reported at the end of Q2 2023.