Francois Rochon's GOOGL Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 359.1K shares of Alphabet, Inc. (GOOGL) worth $87.31 M, representing 2.68% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 37 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 51.5K shares. Largest reduction occurred in Q3 2020, reducing 28.3K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2016 | +120,760 | New Buy | 120,760 | $40.20 |
| Q4 2016 | -1,100 | Reduce 0.91% | 119,660 | $39.62 |
| Q1 2017 | -1,000 | Reduce 0.84% | 118,660 | $42.39 |
| Q2 2017 | -640 | Reduce 0.54% | 118,020 | $46.48 |
| Q3 2017 | +2,420 | Add 2.05% | 120,440 | $48.69 |
| Q4 2017 | -4,160 | Reduce 3.45% | 116,280 | $52.67 |
| Q1 2018 | -1,540 | Reduce 1.32% | 114,740 | $51.86 |
| Q3 2018 | -1,100 | Reduce 0.96% | 113,640 | $60.36 |
| Q4 2018 | -880 | Reduce 0.77% | 112,760 | $52.24 |
| Q1 2019 | +6,560 | Add 5.82% | 119,320 | $58.84 |
| Q2 2019 | -2,060 | Reduce 1.73% | 117,260 | $54.14 |
| Q3 2019 | -1,740 | Reduce 1.48% | 115,520 | $61.05 |
| Q4 2019 | +11,880 | Add 10.28% | 127,400 | $66.97 |
| Q1 2020 | +5,140 | Add 4.03% | 132,540 | $58.10 |
| Q2 2020 | +51,520 | Add 38.87% | 184,060 | $70.90 |
| Q3 2020 | -28,340 | Reduce 15.40% | 155,720 | $73.28 |
| Q4 2020 | +15,120 | Add 9.71% | 170,840 | $87.63 |
| Q1 2021 | +2,320 | Add 1.36% | 173,160 | $103.12 |
| Q2 2021 | +9,340 | Add 5.39% | 182,500 | $122.09 |
| Q3 2021 | +6,080 | Add 3.33% | 188,580 | $133.68 |
| Q4 2021 | -1,000 | Reduce 0.53% | 187,580 | $144.85 |
| Q1 2022 | +940 | Add 0.50% | 188,520 | $139.07 |
| Q2 2022 | +3,540 | Add 1.88% | 192,060 | $108.96 |
| Q3 2022 | +7,884 | Add 4.10% | 199,944 | $95.65 |
| Q4 2022 | +8,336 | Add 4.17% | 208,280 | $88.23 |
| Q1 2023 | +4,897 | Add 2.35% | 213,177 | $103.73 |
| Q2 2023 | +9,711 | Add 4.56% | 222,888 | $119.70 |
| Q3 2023 | +11,236 | Add 5.04% | 234,124 | $130.86 |
| Q4 2023 | +45,262 | Add 19.33% | 279,386 | $139.69 |
| Q1 2024 | +13,278 | Add 4.75% | 292,664 | $150.93 |
| Q2 2024 | +17,419 | Add 5.95% | 310,083 | $182.15 |
| Q3 2024 | +36,621 | Add 11.81% | 346,704 | $165.85 |
| Q4 2024 | +10,124 | Add 2.92% | 356,828 | $189.30 |
| Q1 2025 | +2,775 | Add 0.78% | 359,603 | $154.64 |
| Q2 2025 | +20,014 | Add 5.57% | 379,617 | $176.23 |
| Q3 2025 | -20,474 | Reduce 5.39% | 359,143 | $243.10 |
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 37 quarters since Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to Alphabet, Inc. (GOOGL) was in Q3 2016, adding 120,760 shares worth $4.86 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 359,143 shares of Alphabet, Inc. (GOOGL), valued at approximately $87.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Alphabet, Inc. (GOOGL) represents approximately 2.68% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's peak holding in Alphabet, Inc. (GOOGL) was 379,617 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.