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CIK: 0001067983
Total reported value
$299.3B
$299.3B
41 檔
68.3%
According to the latest 13F quarterly dataset, Berkshire Hathaway Inc managed an equity portfolio of $299.3B at the end of Q2 2024, spanning 41 distinct U.S. exchange-listed positions.
In Q2 2024, Berkshire Hathaway Inc adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BAC, AXP) accounted for 68.3% of total reported equity market value during Q2 2024.
Top New Position Initiated
ULTA
市值: $266.3M
Top Position Liquidated / Trimmed
SNOW
前期市值: $989.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 30.09% | +0.05% | -49.33% | |
| 2 | BAC | Bank Of America CORP | Stock-Financials | 14.67% | -0.32% | — | |
| 3 | AXP | American Express Co | Stock-Financials | 12.54% | -0.29% | — | |
| 4 | KO | Coca-cola Co/the | Stock-Consumer Staples | 9.09% | -0.70% | — | |
| 5 | CVX | Chevron CORP | Stock-Energy | 6.63% | -1.97% | -3.55% | |
| 6 | OXY | Occidental Petroleum CORP | Stock-Energy | 5.75% | -2.25% | +2.93% | |
| 7 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 3.75% | -0.21% | — | |
| 8 | MCO | Moody's CORP | Stock-Financials | 3.71% | -0.36% | — | |
| 9 | CB | Chubb Limited | Stock-Financials | 2.46% | -0.34% | +4.28% | |
| 10 | DVA | Davita Inc | Stock-Healthcare | 1.79% | +0.39% | — | |
| 11 | C | Citigroup Inc | Stock-Financials | 1.25% | — | — | |
| 12 | KR | Kroger Co | Stock-Consumer Staples | 0.89% | -0.66% | — | |
| 13 | VRSN | Verisign Inc | Stock-Tech | 0.81% | -0.09% | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | — | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | — | — | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | — | — | |
| 17 | LM0C | Liberty Media Corp-liber-new | Stock-Other | 0.55% | — | +6.90% | |
| 18 | NU | Nu Holdings Ltd. | Stock-Financials | 0.49% | — | — | |
| 19 | COF | Capital One Financial CORP | Stock-Financials | 0.49% | -0.30% | -21.27% | |
| 20 | AON | Aon plc | Stock-Financials | 0.43% | — | — | |
| 21 | ALLY | Ally Financial Inc | Stock-Financials | 0.41% | -0.02% | — | |
| 22 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.41% | — | — | |
| 23 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.29% | — | -10.87% | |
| 24 | 22941EUR | Liberty Media Corp-cl A New | Stock-Other | 0.28% | — | +7.41% | |
| 25 | FWONKUSD | Liberty Media Corp-liberty-c | Stock-Other | 0.20% | — | — | |
| 26 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.18% | -0.01% | -9.60% | |
| 27 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.15% | — | -1.93% | |
| 28 | FND | Floor & Decor Holdings Inc-a | Stock-Consumer Disc | 0.14% | — | -16.78% | |
| 29 | SIRIEUR | Sirius Xm Holdings Inc | Stock-Other | 0.13% | — | +262.24% | |
| 30 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 31 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 0.07% | — | -1.29% | |
| 32 | HEI-A | Heico Corp-class A | Stock-Other | 0.07% | — | — | |
| 33 | NVR | Nvr Inc | Stock-Consumer Disc | 0.03% | — | — | |
| 34 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.01% | — | — | |
| 35 | ✓ | Liberty Latin America LTD | Stock-Other | 0.01% | — | — | |
| 36 | JEF | Jefferies Financial Group In | Stock-Financials | 0.01% | — | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.01% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.01% | — | — | |
| 39 | LEN-B | Lennar CORP - B Shs | Stock-Other | 0.01% | — | — | |
| 40 | LILA | Liberty Latin America Ltd. | Stock-Other | — | — | — | |
| 41 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +2.9% | — | Unchanged |
| 2 | AXP | American Express Co | +2.1% | — | Unchanged |
| 3 | KO | Coca-cola Co/the | +1.7% | — | Unchanged |
| 4 | OXY | Occidental Petroleum CORP | +0.9% | +2.93% | Add |
| 5 | MCO | Moody's CORP | +0.8% | — | Unchanged |
| 6 | CVX | Chevron CORP | +0.8% | -3.55% | Trim |
| 7 | CB | Chubb Limited | +0.4% | +4.28% | Add |
| 8 | DVA | Davita Inc | +0.3% | — | Unchanged |
| 9 | C | Citigroup Inc | +0.2% | — | Unchanged |
| 10 | AMZN | Amazon.com Inc | +0.2% | — | Unchanged |
| 11 | KHC | Kraft Heinz Co/the | +0.1% | — | Unchanged |
| 12 | ULTA | Ulta Beauty Inc | +0.1% | NEW | New buy |
| 13 | NU | Nu Holdings Ltd. | +0.1% | — | Unchanged |
| 14 | SIRIEUR | Sirius Xm Holdings Inc | +0.1% | +262.24% | Add |
| 15 | VRSN | Verisign Inc | +0.1% | — | Unchanged |
| 16 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 17 | HEI-A | Heico Corp-class A | +0.1% | NEW | New buy |
| 18 | CHTR | Charter Communications Inc-a | +0.1% | — | Unchanged |
| 19 | ALLY | Ally Financial Inc | +0.1% | — | Unchanged |
| 20 | MA | Mastercard Inc - A | +0.1% | — | Unchanged |
| 21 | FWONKUSD | Liberty Media Corp-liberty-c | +0.1% | — | Unchanged |
| 22 | KR | Kroger Co | 0% | — | Unchanged |
| 23 | TMUS | T-mobile US Inc | 0% | -10.87% | Trim |
| 24 | AON | Aon plc | 0% | — | Unchanged |
| 25 | LPX | Louisiana-pacific CORP | 0% | -9.60% | Trim |
| 26 | LLYVA* | Liberty Media Corp-liberty-a | 0% | -1.29% | Trim |
| 27 | LLYVK* | Liberty Media Corp-liberty-c | — | -1.93% | Trim |
| 28 | ✓ | Liberty Latin America LTD | — | — | Unchanged |
| 29 | NVR | Nvr Inc | — | — | Unchanged |
| 30 | DEO | Diageo Plc-sponsored Adr | — | — | Unchanged |
| 31 | LILA | Liberty Latin America Ltd. | — | — | Unchanged |
| 32 | JEF | Jefferies Financial Group In | — | — | Unchanged |
| 33 | LEN-B | Lennar CORP - B Shs | — | — | Unchanged |
| 34 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 36 | BATRK | Atlanta Braves Holdings In-c | — | — | Unchanged |
| 37 | 22941EUR | Liberty Media Corp-cl A New | 0% | +7.41% | Add |
| 38 | 0VVB | Paramount Global-class B | 0% | EXIT | Sold out |
| 39 | LM0C | Liberty Media Corp-liber-new | 0% | +6.90% | Add |
| 40 | FND | Floor & Decor Holdings Inc-a | -0.1% | -16.78% | Trim |
| 41 | COF | Capital One Financial CORP | -0.1% | -21.27% | Trim |
| 42 | SNOW | Snowflake Inc | -0.3% | EXIT | Sold out |
| 43 | AAPL | Apple Inc | -10.7% | -49.33% | Trim |
According to official SEC Form 13F filings, Berkshire Hathaway Inc reported a total U.S. public equity portfolio value of $299.3B across 41 disclosed positions in Q2 2024.
During Q2 2024, Berkshire Hathaway Inc's top holdings by market value included AAPL (30.1%)、BAC (14.7%)、AXP (12.5%). The largest single position, AAPL, represented 30.1% of total portfolio value.
In Q2 2024, Berkshire Hathaway Inc made 17 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 8 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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