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Latest Berkshire Hathaway Inc Stock Portfolio

$331Billion– No. of Holdings #41

Performance:
2024 Q1: -0.02%YTD: -0.02%2023: 21.21%

Performance for 2024 Q1 is -0.02%, and YTD is -0.02%, and 2023 is 21.21%.

About Berkshire Hathaway Inc and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Berkshire Hathaway Inc reported an equity portfolio of $331.7 Billions as of 31 Mar, 2024.

The top stock holdings of Berkshire Hathaway Inc are AAPL, BAC, AXP. The fund has invested 40.8% of it's portfolio in APPLE INC and 11.8% of portfolio in BANK AMER CORP.

The fund managers got completely rid off HP INC (HPQ) stocks. They significantly reduced their stock positions in PARAMOUNT GLOBAL (PARA), APPLE INC (AAPL) and SIRIUS XM HOLDINGS INC (SIRI). The fund showed a lot of confidence in some stocks as they added substantially to LIBERTY MEDIA CORP DEL (BATRA), CHUBB LIMITED (CB) and OCCIDENTAL PETE CORP (OXY).
Equity Portfolio Value
Last Reported on: 15 May, 2024

Performance Estimate

Our best estimate is that Berkshire Hathaway Inc made a return of -0.02% in the last quarter. In trailing 12 months, it's portfolio return was 10.6%.

New Buys

No new stocks were added by Berkshire Hathaway Inc

Additions

Ticker% Inc.
liberty media corp del62.09
liberty media corp del51.56
chubb limited28.97
occidental pete corp1.77

Additions to existing portfolio by Berkshire Hathaway Inc

Reductions

Ticker% Reduced
paramount global-88.11
apple inc-12.83
sirius xm holdings inc-8.85
louisiana pac corp-6.34
chevron corp new-2.47

Berkshire Hathaway Inc reduced stake in above stock

Sold off

Ticker$ Sold
hp inc-687,638,000

Berkshire Hathaway Inc got rid off the above stocks

Sector Distribution

Berkshire Hathaway Inc has about 41.8% of it's holdings in Technology sector.

Sector%
Technology41.8
Financial Services30.8
Consumer Defensive11.9
Energy10.7
Others1.7
Healthcare1.5

Market Cap. Distribution

Berkshire Hathaway Inc has about 98.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP67.9
LARGE-CAP30.2
UNALLOCATED1.7

Stocks belong to which Index?

About 98.6% of the stocks held by Berkshire Hathaway Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50097.3
Others1.5
RUSSELL 20001.3
Top 5 Winners (%)%
NU
nu hldgs ltd
43.2 %
DVA
davita inc
31.8 %
KR
kroger co
25.0 %
C
citigroup inc
22.9 %
AXP
american express co
21.5 %
Top 5 Winners ($)$
AXP
american express co
6117.5 M
BAC
bank amer corp
4389.6 M
OXY
occidental pete corp
1308.2 M
DVA
davita inc
1201.6 M
CVX
chevron corp new
1064.0 M
Top 5 Losers (%)%
SIRI
sirius xm holdings inc
-27.6 %
CHTR
charter communications inc n
-25.2 %
PARA
paramount global
-19.1 %
SNOW
snowflake inc
-18.8 %
AAPL
apple inc
-10.2 %
Top 5 Losers ($)$
AAPL
apple inc
-17803.7 M
CHTR
charter communications inc n
-375.4 M
SNOW
snowflake inc
-229.1 M
VRSN
verisign inc
-210.8 M
PARA
paramount global
-178.4 M

Current Stock Holdings of Berkshire Hathaway Inc

Berkshire Hathaway Inc has 41 stocks in it's portfolio. About 91.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. AXP was the most profitable stock for Berkshire Hathaway Inc last quarter.

Last Reported on: 15 May, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions

Berkshire Hathaway Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Color: Indicates the percentage change from the previous quarter. The spectrum ranges from solid green (positive change) to solid red (negative change), with grey representing no change.

Size: Reflects the investment's proportion relative to the overall portfolio size.

New Positions: Always displayed in green.

A large green box signifies a substantial addition to the portfolio, indicating a significant investment in that stock. Conversely, a large red box denotes a reduction in holdings, yet it remains a considerable part of the portfolio.