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伯克希爾Q3清倉默沙東,增持雪佛龍,蘋果仍爲頭號重倉股

巴菲特旗下伯克希爾哈撒韋公司週一向美國證監會(SEC)提交的13F持倉報告顯示,該公司三季度清倉默沙東、增持雪佛龍,並減持了艾伯維、百時美施貴寶等股票。蘋果公司仍爲伯克希爾的頭號重倉股。

最新數據顯示,伯克希爾三季度持倉總市值爲2930.23億美元,上一季度總市值爲2704.35億美元。

伯克希爾三季度建倉做多了Royalty Pharma和Floor & Decor Holdings。13F報告顯示,伯克希爾持有超過1310萬股、價值4.75億美元的Royalty Pharma股票,對Floor & Decor Holdings進行了近1億美元的押注。

Royal Pharma是一家爲臨牀藥物試驗提供資金的公司,於去年6月上市。該股在2021年下跌了16%以上。Floor & Decor一直受益於新冠疫情期間的房屋改造和翻新熱潮,在2020年上漲80%之後,其股價今年又上漲了40%。

報告還顯示,伯克希爾在三季度增持雪佛龍,從2310萬股增加到2870萬股,價值約29億美元;減持了艾伯維、特許通訊公司、百時美施貴寶、維薩、萬事達卡等7只股票,清倉默沙東、自由全球C類股以及製藥公司Organon。

蘋果公司仍爲伯克希爾的頭號重倉股,維持8.871億股股票持倉不變,持股市值1255億美元,在披露的持倉資產中佔比爲43%;與上一季度相比,伯克希爾前十大重倉股保持相對不變,前五大重倉股仍爲蘋果公司、美國銀行、美國運通、可口可樂、以及卡夫亨氏。

美股市場從疫情引發的拋售中迅速反彈,但巴菲特在疫情期間很少進行選股。伯克希爾約70%的股票投資組合仍集中在四個公司——蘋果公司、美國銀行、可口可樂和美國運通。

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