Francois Rochon's RMD Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 387,665 shares of ResMed Inc. (RMD) worth $75.55 M, representing 2.54% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 217 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in RMD, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 235,418 shares. Largest reduction occurred in Q3 2020, reducing 6.2 M shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's ResMed (RMD) Holding Value Over Time
Track share changes against reported price movement
Quarterly ResMed (RMD) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +157,660 | Add 68.55% | 387,665 | $194.88 |
| Q1 2026 | -5,383 | Reduce 2.29% | 230,005 | $224.48 |
| Q4 2025 | -30 | Reduce 0.01% | 235,388 | $240.87 |
| Q3 2025 | +235,418 | New Buy | 235,418 | $273.73 |
| Q1 2023 | -437 | Sold Out | 0 | $0.00 |
| Q3 2020 | +437 | New Buy | 437 | $171.62 |
| Q1 1970 | +6.2 M | Add 0.00% | 6.2 M | $12.18 |
Francois Rochon's ResMed Investment FAQs
Francois Rochon first purchased ResMed Inc. (RMD) in Q1 1970, acquiring 6,202,640 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 ResMed Inc. (RMD) for 217 quarters since Q1 1970.
Francois Rochon's largest addition to ResMed Inc. (RMD) was in Q1 1970, adding 6,202,640 shares worth $75.55 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 387,665 shares of ResMed Inc. (RMD), valued at approximately $75.55 M.
As of the Q2 2026 filing, ResMed Inc. (RMD) represents approximately 2.54% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in ResMed Inc. (RMD) was 6,202,640 shares, as reported at the end of Q1 1970.