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  Microsoft Corp. (MSFT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,910 0.03 Add 12.09% <0.01 $370.17 $707,025 SEC
2025   Q4 1,704 0.03 Add 0.06% $483.62 $824,088 SEC
2025   Q3 1,703 0.03 Reduce 26.05% 0.01 $517.95 $882,069 SEC
2025   Q2 2,303 0.04 Add 15.90% <0.01 $497.41 $1,145,535 SEC
2025   Q1 1,987 0.03 Reduce 15.59% <0.01 $375.39 $745,900 SEC
2024   Q4 2,354 0.04 Buy 0.04 $421.50 $992,211 SEC
2024   Q1 0 0.00 Sell 100.00% 0.01 SEC
2023   Q4 288 0.01 Reduce 92.00% 0.06 $376.04 $108,300 SEC
2023   Q3 3,600 0.06 Add 0.17% <0.01 $315.75 $1,136,700 SEC
2023   Q2 3,594 0.06 Add 0.45% <0.01 $340.54 $1,223,901 SEC
2023   Q1 3,578 0.06 $288.30 $1,031,537 SEC
2022   Q4 3,578 0.05 $239.82 $858,076 SEC
2022   Q3 3,578 0.06 $232.81 $833,000 SEC
2022   Q2 3,578 0.06 $256.85 $919,000 SEC
2022   Q1 3,578 0.06 $308.27 $1,103,000 SEC
2021   Q4 3,578 0.06 $336.22 $1,203,000 SEC
2021   Q3 3,578 0.06 $282.00 $1,009,000 SEC
2021   Q2 3,578 0.06 $270.82 $969,000 SEC
2021   Q1 3,578 0.06 $235.89 $844,000 SEC
2020   Q4 3,578 0.06 Add 1.39% <0.01 $0.22 $796 SEC
2020   Q3 3,529 0.07 $210.26 $742,000 SEC
2020   Q2 3,529 0.07 Buy 0.07 $203.46 $718,000 SEC