Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Giverny Capital Inc. (Francois Rochon)
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $3,0 Mrd.
Größte Position Alphabet Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +12,29 %
Gesamtrendite · 3 Jahre +73,62 %
Gesamtrendite · 5 Jahre +83,40 %
51 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 GOOGAlphabet Inc | 7,19% | $213.927.182 | 605.460 | SOLD Q2 · 2026-2,5% · 15 Tsd. Stk. | ← | $344,41 | |
N/A HEI-AHeico Corp New | 6,38% | $189.627.812 | 735.248 | SOLD Q2 · 2026-0,4% · 3 Tsd. Stk. | ← | $221,90 | |
 METAMeta Platforms Inc | 5,74% | $170.613.782 | 302.888 | SOLD Q2 · 2026-1,6% · 5 Tsd. Stk. | ← | $665,75 | |
 SCHWSchwab Charles Corp | 5,22% | $155.158.187 | 1.681.567 | BUY Q2 · 2026+9,5% · 145 Tsd. Stk. | ← | $105,25 | |
 ADPAutomatic Data Processing In | 4,93% | $146.587.816 | 654.556 | BUY Q2 · 2026+56,2% · 235 Tsd. Stk. | ← | $271,22 | |
 AMEAmetek Inc | 4,87% | $144.869.075 | 598.781 | SOLD Q2 · 2026-2,2% · 13 Tsd. Stk. | ← | $237,64 | |
 MEDPMedpace Hldgs Inc | 4,52% | $134.479.318 | 253.931 | SOLD Q2 · 2026-0,8% · 2 Tsd. Stk. | ← | $612,33 | |
 VVisa Inc | 4,50% | $133.770.791 | 389.900 | SOLD Q2 · 2026-1,6% · 6 Tsd. Stk. | ← | $368,29 | |
 BRK-BBerkshire Hathaway Inc Del | 4,18% | $124.320.394 | 248.447 | SOLD Q2 · 2026-34,4% · 130 Tsd. Stk. | ← | $509,77 | |
 PGRProgressive Corp | 3,98% | $118.463.687 | 542.292 | BUY Q2 · 2026+2,6% · 14 Tsd. Stk. | ← | $213,48 | |
 GOOGLAlphabet Inc | 3,73% | $110.826.870 | 310.118 | SOLD Q2 · 2026-11,0% · 38 Tsd. Stk. | ← | $349,54 | |
 FIVEFive Below Inc | 3,62% | $107.536.354 | 598.122 | SOLD Q2 · 2026-3,1% · 19 Tsd. Stk. | ← | $234,14 | |
 BKNGBooking Holdings Inc | 3,13% | $93.159.631 | 522.664 | BUY Q2 · 2026+2.375,1% · 502 Tsd. Stk. | ← | $167,90 | |
N/A IBPInstalled Bldg Prods Inc | 3,07% | $91.398.634 | 397.662 | SOLD Q2 · 2026-1,5% · 6 Tsd. Stk. | ← | $197,63 | |
N/A NVRNvr Inc | 3,03% | $90.195.789 | 13.238 | SOLD Q2 · 2026-3,0% · 409 Stk. | ← | $6.150,47 | |
N/A KNSLKinsale Cap Group Inc | 2,67% | $79.395.491 | 240.731 | BUY Q2 · 2026+10,0% · 22 Tsd. Stk. | ← | $356,85 | |
 BFAMBright Horizons Fam Sol In D | 2,58% | $76.606.608 | 1.080.793 | BUY Q2 · 2026+45,6% · 338 Tsd. Stk. | ← | $65,67 | |
 RMDResmed Inc | 2,54% | $75.548.155 | 387.665 | BUY Q2 · 2026+68,5% · 158 Tsd. Stk. | ← | $224,99 | |
 OZKBank Ozk Little Rock Ark | 2,10% | $62.409.862 | 1.198.116 | SOLD Q2 · 2026-2,7% · 33 Tsd. Stk. | ← | $47,88 | |
N/A MKLMarkel Corp | 2,03% | $60.303.090 | 30.877 | SOLD Q2 · 2026-28,1% · 12 Tsd. Stk. | ← | $1.776,33 | |
 ANETArista Networks Inc | 1,94% | $57.740.853 | 339.892 | SOLD Q2 · 2026-19,7% · 83 Tsd. Stk. | ← | $199,39 | |
 KEYSKeysight Technologies Inc | 1,68% | $50.085.215 | 143.072 | SOLD Q2 · 2026-55,7% · 180 Tsd. Stk. | ← | $335,00 | |
 DISDisney Walt Co | 1,67% | $49.623.324 | 515.567 | SOLD Q2 · 2026-3,9% · 21 Tsd. Stk. | ← | $102,67 | |
 BROBrown & Brown Inc | 1,62% | $48.323.425 | 753.288 | SOLD Q2 · 2026-0,3% · 2 Tsd. Stk. | ← | $65,02 | |
 ADIAnalog Devices Inc | 1,25% | $37.059.933 | 93.310 | SOLD Q2 · 2026-45,4% · 78 Tsd. Stk. | ← | $375,72 | |
 NYTNew York Times Co Mtn Be | 1,14% | $33.899.992 | 484.424 | NEW Q2 · 2026484 Tsd. Stk. | – | $70,21 | |
 LFUSLittelfuse Inc | 1,13% | $33.751.336 | 74.125 | SOLD Q2 · 2026-8,2% · 7 Tsd. Stk. | ← | $407,88 | |
 MSAMsa Safety Inc | 0,98% | $29.033.527 | 166.305 | NEW Q2 · 2026166 Tsd. Stk. | – | $179,66 | |
N/A WSOWatsco Inc | 0,92% | $27.493.762 | 65.975 | NEW Q2 · 202666 Tsd. Stk. | – | $311,77 | |
 AAONAaon Inc | 0,87% | $25.978.264 | 204.779 | BUY Q2 · 2026+1,5% · 3 Tsd. Stk. | ← | $76,76 | |
 GLDSpdr Gold Tr | 0,84% | $25.033.146 | 3.876 | – | SOLD Q2 · 2025-0,6% · 22 Stk. | $401,17 | |
N/A SUNBSunbelt Rentals Holdings Inc | 0,73% | $21.593.757 | 246.369 | SOLD Q2 · 2026-9,0% · 24 Tsd. Stk. | ← | $73,59 | |
 VEEVVeeva Sys Inc | 0,57% | $16.851.841 | 94.956 | NEW Q2 · 202695 Tsd. Stk. | – | $260,21 | |
 AXPAmerican Express Co | 0,53% | $15.753.986 | 46.702 | NEW Q2 · 202647 Tsd. Stk. | – | $311,56 | |
 JPMJpmorgan Chase & Co | 0,53% | $15.671.251 | 47.876 | SOLD Q2 · 2026-8,5% · 4 Tsd. Stk. | ← | $349,67 | |
N/A TWFGTwfg Inc | 0,53% | $15.691.471 | 652.452 | BUY Q2 · 2026+18,2% · 100 Tsd. Stk. | ← | $26,73 | |
 MAMastercard Incorporated | 0,50% | $14.799.898 | 28.816 | BUY Q2 · 2026+2,7% · 750 Stk. | ← | $565,24 | |
 LULULululemon Athletica Inc | 0,49% | $14.706.727 | 128.803 | SOLD Q2 · 2026-9,7% · 14 Tsd. Stk. | ← | $98,06 | |
 FNDFloor & Decor Hldgs Inc | 0,46% | $13.644.905 | 229.867 | SOLD Q2 · 2026-0,8% · 2 Tsd. Stk. | ← | $47,28 | |
N/A HWKNHawkins Inc | 0,45% | $13.492.963 | 94.954 | NEW Q2 · 202695 Tsd. Stk. | – | $122,20 | |
 FERGFerguson Enterprises Inc | 0,30% | $8.871.395 | 37.380 | BUY Q2 · 2026+1,8% · 652 Stk. | ← | $214,43 | |
 BLDRBuilders Firstsource Inc | 0,28% | $8.184.199 | 91.464 | SOLD Q2 · 2026-0,4% · 349 Stk. | ← | $58,12 | |
BRK-BBerkshire Hathaway Inc Del | 0,23% | $6.739.650 | 9 | SOLD Q2 · 2026-18,2% · 2 Stk. | ← | $509,77 | |
 AAPLApple Inc | 0,13% | $3.760.233 | 12.995 | SOLD Q2 · 2026-13,6% · 2 Tsd. Stk. | ← | $336,13 | |
SPYSpdr S&P 500 Etf Tr | 0,06% | $1.713.090 | 2.294 | SOLD Q2 · 2026-7,3% · 180 Stk. | ← | $761,69 | |
 TSMTaiwan Semiconductor Mfg Ltd | 0,06% | $1.745.518 | 3.655 | SOLD Q2 · 2026-55,0% · 4 Tsd. Stk. | ← | $434,67 | |
 YUMCYum China Hldgs Inc | 0,05% | $1.472.791 | 36.036 | – | – | $41,12 | |
 ITBIshares Tr | 0,04% | $1.218.446 | 11.662 | BUY Q2 · 2026+7,4% · 808 Stk. | ← | $87,41 | |
 MSFTMicrosoft Corp | 0,02% | $666.587 | 1.787 | SOLD Q2 · 2026-6,4% · 123 Stk. | ← | $493,78 | |
 CPRTCopart Inc | 0,01% | $233.244 | 8.274 | SOLD Q2 · 2026-69,9% · 19 Tsd. Stk. | ← | $29,28 |
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