Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Align Technology Inc. (ALGN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.19 SEC
2025   Q3 45,691 0.19 Reduce 1.44% <0.01 $125.22 $5,721,427 SEC
2025   Q2 46,358 0.30 Add 2.71% <0.01 $189.33 $8,776,960 SEC
2025   Q1 45,135 0.26 Add 4.95% 0.01 $158.86 $7,170,146 SEC
2024   Q4 43,006 0.33 Add 30.35% 0.08 $208.51 $8,967,181 SEC
2024   Q3 32,993 0.32 Add 10.01% 0.03 $254.32 $8,390,780 SEC
2024   Q2 29,991 0.31 Add 3.88% 0.01 $241.43 $7,240,727 SEC
2024   Q1 28,871 0.38 Add 6.29% 0.02 $327.92 $9,467,378 SEC
2023   Q4 27,162 0.35 Buy 0.35 $274.00 $7,442,388 SEC