Francois Rochon's RMD Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 230,005 shares of ResMed Inc. (RMD) worth $51.63 M, representing 1.89% of the portfolio. First purchased in 2020-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in RMD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 235,418 shares. Largest reduction occurred in Q1 2026, reducing 5,383 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 |
|---|---|---|---|---|
| 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 |
Francois Rochon's ResMed Investment FAQs
Francois Rochon first purchased ResMed Inc. (RMD) in Q3 2020, acquiring 437 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 14 quarters since Q3 2020.
Francois Rochon's largest addition to ResMed Inc. (RMD) was in Q3 2025, adding 235,418 shares worth $64.44 M.
According to the latest 13F filing for Q1 2026, Francois Rochon's firm, Giverny Capital Inc., owns 230,005 shares of ResMed Inc. (RMD), valued at approximately $51.63 M.
As of the Q1 2026 filing, ResMed Inc. (RMD) represents approximately 1.89% 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 235,418 shares, as reported at the end of Q3 2025.