Francois Rochon's GOOGL Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 361,398 shares of Alphabet Inc. (GOOGL) worth $113.12 M, representing 3.77% 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 GOOGL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 51,520 shares. Largest reduction occurred in Q3 2020, reducing 28,340 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Alphabet (GOOGL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOGL) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,255 | Add 0.63% | 361,398 | $313.00 |
| Q3 2025 | -20,474 | Reduce 5.39% | 359,143 | $243.10 |
| Q2 2025 | +20,014 | Add 5.57% | 379,617 | $176.23 |
| Q1 2025 | +2,775 | Add 0.78% | 359,603 | $154.64 |
| Q4 2024 | +10,124 | Add 2.92% | 356,828 | $189.30 |
| Q3 2024 | +36,621 | Add 11.81% | 346,704 | $165.85 |
| Q2 2024 | +17,419 | Add 5.95% | 310,083 | $182.15 |
| Q1 2024 | +13,278 | Add 4.75% | 292,664 | $150.93 |
| Q4 2023 | +45,262 | Add 19.33% | 279,386 | $139.69 |
| Q3 2023 | +11,236 | Add 5.04% | 234,124 | $130.86 |
| Q2 2023 | +9,711 | Add 4.56% | 222,888 | $119.70 |
| Q1 2023 | +4,897 | Add 2.35% | 213,177 | $103.73 |
| Q4 2022 | +8,336 | Add 4.17% | 208,280 | $88.23 |
| Q3 2022 | +7,884 | Add 4.10% | 199,944 | $95.65 |
| Q2 2022 | +3,540 | Add 1.88% | 192,060 | $108.96 |
| Q1 2022 | +940 | Add 0.50% | 188,520 | $139.07 |
| Q4 2021 | -1,000 | Reduce 0.53% | 187,580 | $144.85 |
| Q3 2021 | +6,080 | Add 3.33% | 188,580 | $133.68 |
| Q2 2021 | +9,340 | Add 5.39% | 182,500 | $122.09 |
| Q1 2021 | +2,320 | Add 1.36% | 173,160 | $103.12 |
| Q4 2020 | +15,120 | Add 9.71% | 170,840 | $87.63 |
| Q3 2020 | -28,340 | Reduce 15.40% | 155,720 | $73.28 |
| Q2 2020 | +51,520 | Add 38.87% | 184,060 | $70.90 |
| Q1 2020 | +5,140 | Add 4.03% | 132,540 | $58.10 |
| Q4 2019 | +11,880 | Add 10.28% | 127,400 | $66.97 |
| Q3 2019 | -1,740 | Reduce 1.48% | 115,520 | $61.05 |
| Q2 2019 | -2,060 | Reduce 1.73% | 117,260 | $54.14 |
| Q1 2019 | +6,560 | Add 5.82% | 119,320 | $58.84 |
| Q4 2018 | -880 | Reduce 0.77% | 112,760 | $52.24 |
| Q3 2018 | -1,100 | Reduce 0.96% | 113,640 | $60.36 |
| Q1 2018 | -1,540 | Reduce 1.32% | 114,740 | $51.86 |
| Q4 2017 | -4,160 | Reduce 3.45% | 116,280 | $52.67 |
| Q3 2017 | +2,420 | Add 2.05% | 120,440 | $48.69 |
| Q2 2017 | -640 | Reduce 0.54% | 118,020 | $46.48 |
| Q1 2017 | -1,000 | Reduce 0.84% | 118,660 | $42.39 |
| Q4 2016 | -1,100 | Reduce 0.91% | 119,660 | $39.62 |
| Q3 2016 | +120,760 | New Buy | 120,760 | $40.20 |
Francois Rochon's Alphabet Investment FAQs
Francois Rochon first purchased Alphabet Inc. (GOOGL) in Q3 2016, acquiring 120,760 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. (GOOGL) for 38 quarters since Q3 2016.
Francois Rochon's largest addition to Alphabet Inc. (GOOGL) was in Q3 2016, adding 120,760 shares worth $4.86 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 361,398 shares of Alphabet Inc. (GOOGL), valued at approximately $113.12 M.
As of the Q4 2025 filing, Alphabet Inc. (GOOGL) represents approximately 3.77% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Alphabet Inc. (GOOGL) was 379,617 shares, as reported at the end of Q2 2025.