Group 1 - Berkshire Hathaway significantly reduced its holdings in Apple and Amazon in the fourth quarter of 2025, with a 77% reduction in Amazon and a sale of over 10.29 million shares of Apple, decreasing its stake from 22.69% to 22.60% [4][5][6] - The fourth quarter marked the last 13F filing under Warren Buffett's leadership, as Greg Abel officially took over as CEO on January 1, 2026 [4][6] - Despite the reductions, Apple remains Berkshire's largest holding, while Amazon's shares fell to approximately 2.3 million, representing a drastic decline in ownership [6][7] Group 2 - Notable investor Duan Yongping also reduced his Apple holdings by 247.06 million shares, a decrease of 7.09%, while significantly increasing his investment in Nvidia by 663.93 million shares, marking a 1110.62% increase [8][9] - Duan's investment strategy appears to focus on AI, as he also initiated positions in three AI-related companies: CoreWeave, Credo, and Tempus [9][10] - Duan increased his stake in Berkshire Hathaway by 198.5 million shares, a rise of 38.24%, making it his second-largest holding [9][10]
突然!巴菲特、段永平大幅减持!