Warren Buffett's Berkshire Hathaway Slashes Apple, BofA Holdings, Adds Domino's Pizza In Q3
Warren Buffett's Berkshire Hathaway Slashes Apple, BofA Holdings, Adds Domino's Pizza In Q3
Buffett reduced his stake in Billionaire investor Warren Buffett cut several of Berkshire Hathaway Inc's (NYSE:BRK) (NYSE:BRK) largest holdings this year.
億萬富翁投資者禾倫·巴菲特今年減少了伯克希爾哈撒韋公司（紐交所:BRK）（紐交所:BRK）的幾個最大持股。
The Omaha, Nebraska-based holding company's latest 13F filing shows that the sell-off trend continues.
總部位於內布拉斯加州奧馬哈的控股公司最新的13F備案顯示，拋售趨勢仍在持續。
What Happened: Berkshire's latest 13F filing, filed on Thursday, reflects the company's largest holdings as of September 30.
發生了什麼：伯克希爾最新的13F備案於週四提交，反映了公司截至9月30日的最大持股。
Buffett reduced his stake in Apple Inc. (NASDAQ:AAPL) from 400 million to 300 million shares. Thus, Berkshire has now cut its position in the Cupertino, California-based tech giant by over two-thirds since 2023's third quarter.
巴菲特將其在蘋果公司（納斯達克:AAPL）的持股從4,0000萬股減少到3,0000萬股。因此，自2023年第三季度以來，伯克希爾已將其在這家總部位於加州庫比蒂諾的科技巨頭的持倉削減了超過三分之二。
The Omaha "oracle" also continued to cut his stake in Bank of America Corp (NYSE:BAC), trimming back another 23% of Berkshire's position.
這位奧馬哈「先知」還繼續減持其在美國銀行公司（紐交所:BAC）的股份，又將伯克希爾的頭寸縮減了另外23%。
Berkshire cut nearly all of its position in Ulta Beauty Inc (NASDAQ:ULTA). Buffett revealed a position in the cosmetic store chain in August; the company's stock has performed roughly even since then. Buffett's Ulta holding period was unusually short for the famed value investor.
伯克希爾幾乎削減了其在ulta美容公司（納斯達克:ULTA）的所有頭寸。巴菲特在8月披露了對這家化妝品連鎖店的持倉；自那時以來，該公司的股價基本持平。巴菲特對Ulta的持倉期對於這位享譽盛名的價值投資者來說異常短暫。
Meanwhile, Buffett added a couple of fresh faces to Berkshire's portfolio.
與此同時，巴菲特向伯克希爾的投資組合中添加了一些新面孔。
Buffett bought 1,277,256 shares of Ann Arbor, Michigan-based pizza chain Domino's Pizza Inc (NYSE:DPZ). He also made a foray into pool equipment, buying 404,057 shares of Pool Corp (NASDAQ:POOL).
巴菲特購買了位於密歇根的安娜堡的披薩連鎖店達美樂披薩公司（紐交所：DPZ）1,277,256股。他還涉足了泳池設備領域，購買了Pool Corp（納斯達克:POOL）的404,057股。
Price Action: Investors quickly reacted to Berkshire's 13F filing after hours:
價格走勢：投資者在收盤後迅速對伯克希爾的13F報告做出反應：
- Dominoes Pizza shares traded up nearly 7%.
- Pool Corp shares traded up nearly 6%.
- Ulta Beauty shares fell over 4%.
- Apple and Bank of America shed insignificant portions of their market value.
- 達美樂披薩股價上漲近7%。
- pool corp股價上漲近6%。
- ulta美容股價下跌超過4%。
- 蘋果和美國銀行的市值略微下降。
Why it Matters: During Berkshire's annual shareholder meeting in May, Buffett hinted that his sell-offs were a result of tax implications.
爲何重要：在5月的伯克希爾年度股東大會上，巴菲特暗示他的賣出行爲是稅務影響的結果。
This has not stopped investors' conjecture that Buffett is perhaps bearish on the market at large.
這並未阻止投資者猜測，巴菲特可能對整個市場持看淡態度。
Alternatively, Buffett could be simply trimming positions that take up an outsized portion of Berkshire's portfolio to reduce exposure.
或者，巴菲特可能只是在削減伯克希爾投資組合中佔比過高的頭寸，以減少風險敞口。
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