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GIVERNY CAPITAL INC.

AUM: $1.76 B

13-F Portfolio Value: $2.92 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 56.02%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ANET	ARISTA NETWORKS INC	1.69%	482,561	$49,370,816	482,561	New	$102.31	13F
TWFG	TWFG INC	0.21%	177,848	$6,224,680	177,848	New	$35	13F
AMZN	AMAZON COM INC	0.00883%	1,174	$257,564	1,174	New	$219.39	13F