Francois Rochon's MSFT Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 1,703 shares of Microsoft Corporation (MSFT) worth $882,069, representing 0.03% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in MSFT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 2,066 shares. Largest reduction occurred in Q4 2023, reducing 3,312 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Microsoft Corporation (MSFT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Microsoft Corporation (MSFT) Trades by Francois Rochon
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +3,529 | New Buy | 3,529 | $203.46 |
| Q4 2020 | +49 | Add 1.39% | 3,578 | $222.47 |
| Q2 2023 | +16 | Add 0.45% | 3,594 | $340.54 |
| Q3 2023 | +6 | Add 0.17% | 3,600 | $315.75 |
| Q4 2023 | -3,312 | Reduce 92.00% | 288 | $376.04 |
| Q1 2024 | -288 | Sold Out | 288 | $0.00 |
| Q4 2024 | +2,354 | New Buy | 2,354 | $421.50 |
| Q1 2025 | -367 | Reduce 15.59% | 1,987 | $375.39 |
| Q2 2025 | +316 | Add 15.90% | 2,303 | $497.41 |
| Q3 2025 | -600 | Reduce 26.05% | 1,703 | $517.95 |
Francois Rochon's Microsoft Corporation Investment FAQs
Francois Rochon first purchased Microsoft Corporation (MSFT) in Q2 2020, acquiring 3,529 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 Microsoft Corporation (MSFT) for 22 quarters since Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to Microsoft Corporation (MSFT) was in Q2 2020, adding 3,529 shares worth $718,000. 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 1,703 shares of Microsoft Corporation (MSFT), valued at approximately $882,069. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Microsoft Corporation (MSFT) represents approximately 0.03% 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 Microsoft Corporation (MSFT) was 3,600 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.