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巴菲特投资策略大调整 最新投资组合带动这两只股票狂飙

FX1682024年8月15日 15:03
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FX168财经报社(北美)讯 在周四(8月15日)的盘前交易中,Ulta Beauty(纳斯达克代码:ULTA)和Heico的股票价格上涨,此前新的证券申报文件揭示了沃伦·巴菲特的伯克希尔哈撒韦B类股(纽约证券交易所代码:BRKb、BRKa)在第二季度购买了这些股票。#2024年下半年市场展望#

与此同时,该集团在本季度减少了对苹果公司(纳斯达克代码:AAPL)和雪佛龙公司(纽约证券交易所代码:CVX)的持股,并完全退出了一些公司的投资。

Ulta Beauty和Heico的股票在周四盘前交易中分别上涨了超过16%和8%。

截至发稿,Ulta Beauty上涨11.13%。

(图片来源:finance.yahoo )

截至发稿,Heico上涨2.14%。

(图片来源:finance.yahoo )

根据周三发布的13-F申报文件,伯克希尔哈撒韦在截至6月30日的第二季度购买了约69万股Ulta Beauty股票,价值约为2.66亿美元。该公司还收购了约100万股Heico Corp的股票。

同时,文件还确认了伯克希尔完全退出Paramount Global,这对巴菲特来说是一个罕见的失误。在伯克希尔的年度股东大会上,巴菲特承认在5月份以亏损出售了所有Paramount Global B类股(纳斯达克代码:PARA)的股份,此前在第一季度已出售了该股的大部分持仓。

伯克希尔还出售了其在科技公司Snowflake(纽约证券交易所代码:SNOW)的全部股份。截至第一季度末,伯克希尔持有610万股SNOW股票,价值约为9.89亿美元。

截至第二季度末,伯克希尔将苹果的持股几乎减半至40万股,价值842亿美元,这与其第二季度的财报一致。巴菲特此前在第一季度将苹果持股减少了13%,尽管如此,这家科技巨头仍占伯克希尔整体投资组合的约三分之一。

值得注意的是,13-F申报文件仅反映了季度末的投资组合持仓情况。此申报未涵盖6月后的交易,例如7月出售的美国银行(纽约证券交易所代码:BAC)股票。此外,文件中未包含任何销售的收益或损失细节。

在其他值得注意的变动中,伯克希尔出售了近430万股雪佛龙公司(纽约证券交易所代码:CVX)的股票,但截至6月30日,雪佛龙在伯克希尔投资组合中的占比从第一季度末的5.8%上升至6.6%。

巴菲特的集团还减少了对Capital One的持股约260万股,对Floor & Decor Holdings Inc(纽约证券交易所代码:FND)的持股减少超过80万股,对T-Mobile US Inc(纳斯达克代码:TMUS)的持股减少约57万股。

在购入方面,巴菲特增加了720万股Occidental Petroleum(纽约证券交易所代码:OXY)的持股,总持股量达到约2.55亿股,价值近160亿美元,占投资组合的5.7%。

此外,他还将Chubb(纽约证券交易所代码:CB)有限公司的持股增加了超过110万股,总持股量达到2700万股。

免责声明:本网站提供的信息仅供教育和参考之用,不应视为财务或投资建议。

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