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Francois Rochon’s portfolio
Francois Rochon’s top 10 holdings.
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François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993
Google and Visa are core positions for me more or less and I think I own a starter position in HEICO.
It is an interesting family owned aerospace company that makes replacement parts for planes.
Happy to hear a successful investor likes it too. 😂
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