Francois Rochon's V Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 407,345 shares of Visa Inc. (V) worth $142.86 M, representing 4.77% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in V, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 23,085 shares. Largest reduction occurred in Q3 2018, reducing 41,211 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Visa (V) Holding Value Over Time
Track share changes against reported price movement
Quarterly Visa (V) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,825 | Add 0.45% | 407,345 | $350.71 |
| Q3 2025 | +4,223 | Add 1.05% | 405,520 | $341.38 |
| Q2 2025 | +7,748 | Add 1.97% | 401,297 | $355.05 |
| Q1 2025 | -2,168 | Reduce 0.55% | 393,549 | $350.46 |
| Q4 2024 | +3,957 | Add 1.01% | 395,717 | $316.04 |
| Q3 2024 | +4,793 | Add 1.24% | 391,760 | $274.95 |
| Q2 2024 | +4,759 | Add 1.25% | 386,967 | $262.47 |
| Q1 2024 | +5,116 | Add 1.36% | 382,208 | $279.08 |
| Q4 2023 | +5,722 | Add 1.54% | 377,092 | $260.35 |
| Q3 2023 | -141 | Reduce 0.04% | 371,370 | $230.01 |
| Q2 2023 | +18,436 | Add 5.22% | 371,511 | $237.48 |
| Q1 2023 | -5,312 | Reduce 1.48% | 353,075 | $225.46 |
| Q4 2022 | -1,792 | Reduce 0.50% | 358,387 | $207.76 |
| Q3 2022 | +8,559 | Add 2.43% | 360,179 | $177.65 |
| Q2 2022 | +8,568 | Add 2.50% | 351,620 | $196.89 |
| Q1 2022 | +5,472 | Add 1.62% | 343,052 | $221.77 |
| Q4 2021 | +6,517 | Add 1.97% | 337,580 | $216.71 |
| Q3 2021 | -1,946 | Reduce 0.58% | 331,063 | $222.75 |
| Q2 2021 | +16,791 | Add 5.31% | 333,009 | $233.82 |
| Q1 2021 | +11,012 | Add 3.61% | 316,218 | $211.73 |
| Q4 2020 | +4,005 | Add 1.33% | 305,206 | $218.73 |
| Q3 2020 | +1,057 | Add 0.35% | 301,201 | $199.97 |
| Q2 2020 | +6,356 | Add 2.16% | 300,144 | $193.17 |
| Q1 2020 | -20,770 | Reduce 6.60% | 293,788 | $161.12 |
| Q4 2019 | +5,025 | Add 1.62% | 314,558 | $187.90 |
| Q3 2019 | -234 | Reduce 0.08% | 309,533 | $172.01 |
| Q2 2019 | +7,262 | Add 2.40% | 309,767 | $173.55 |
| Q1 2019 | +4,743 | Add 1.59% | 302,505 | $156.19 |
| Q4 2018 | -4,836 | Reduce 1.60% | 297,762 | $131.94 |
| Q3 2018 | -41,211 | Reduce 11.99% | 302,598 | $150.09 |
| Q2 2018 | +5,733 | Add 1.70% | 343,809 | $132.45 |
| Q1 2018 | +3,362 | Add 1.00% | 338,076 | $119.62 |
| Q4 2017 | -4,278 | Reduce 1.26% | 334,714 | $114.02 |
| Q3 2017 | +1,191 | Add 0.35% | 338,992 | $105.24 |
| Q2 2017 | +3,500 | Add 1.05% | 337,801 | $93.78 |
| Q1 2017 | +23,085 | Add 7.42% | 334,301 | $88.87 |
| Q4 2016 | +2,769 | Add 0.90% | 311,216 | $78.02 |
| Q3 2016 | +265 | Add 0.09% | 308,447 | $82.70 |
| Q2 2016 | +6,432 | Add 2.13% | 308,182 | $74.17 |
| Q1 2016 | +6,591 | Add 2.23% | 301,750 | $76.48 |
| Q4 2015 | +2,011 | Add 0.69% | 295,159 | $77.55 |
| Q3 2015 | +3,490 | Add 1.20% | 293,148 | $69.66 |
| Q2 2015 | +3,305 | Add 1.15% | 289,658 | $67.15 |
| Q1 2015 | +286,353 | Add 0.00% | 286,353 | $65.41 |
Francois Rochon's Visa Investment FAQs
Francois Rochon first purchased Visa Inc. (V) in Q1 2015, acquiring 286,353 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 Visa Inc. (V) for 44 quarters since Q1 2015.
Francois Rochon's largest addition to Visa Inc. (V) was in Q1 2015, adding 286,353 shares worth $18.73 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 407,345 shares of Visa Inc. (V), valued at approximately $142.86 M.
As of the Q4 2025 filing, Visa Inc. (V) represents approximately 4.77% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Visa Inc. (V) was 407,345 shares, as reported at the end of Q4 2025.