巴菲特交棒前最后一份13F：伯克希尔Q4减持苹果、美银，猛砍亚马逊持仓，建仓纽约时报

Core Viewpoint - Berkshire Hathaway submitted its last 13F holdings report under Warren Buffett's leadership, revealing significant adjustments in its portfolio, including reductions in major tech holdings and a new investment in traditional media [1]. Holdings Summary - The total market value of Berkshire Hathaway's holdings for the fourth quarter was $274 billion, an increase from $267 billion in the previous quarter [2]. - The report indicated one new purchase, four increased positions, and nine reduced positions, with no complete sell-offs [2]. - The top ten holdings accounted for 88.26% of the total market value [2]. Major Holdings - Apple (AAPL) remains the largest holding with approximately 227.9 million shares valued at about $61.96 billion, representing 22.60% of the portfolio, a decrease of 4.32% in share count from the previous quarter [2][3]. - American Express (AXP) is the second-largest holding with around 151.6 million shares valued at approximately $56.09 billion, maintaining the same share count as the previous quarter [2]. - Bank of America (BAC) ranks third with about 517.3 million shares valued at approximately $28.45 billion, reflecting an 8.94% reduction in share count [3]. - Coca-Cola (KO) is fourth with 400 million shares valued at about $27.96 billion, with no change in share count [3]. - Chevron (CVX) is fifth with approximately 130.2 million shares valued at about $19.84 billion, showing an increase of 6.63% in share count [3]. Notable Changes - Berkshire Hathaway significantly reduced its stake in Amazon (AMZN), decreasing its holdings by 77.24% to 2.276 million shares, valued at approximately $530 million, which is 0.19% of the portfolio [4]. - The company initiated a new position in The New York Times (NYT), acquiring 5.067 million shares valued at approximately $352 million, representing 0.13% of the portfolio [4]. - The top five purchases included Chubb Limited, Chevron, The New York Times, Domino's Pizza (DPZ), and Lamar Advertising (LAMR) [5]. - The top five sales included Amazon, Bank of America, DaVita (DVA), Pool Corporation (POOL), and Apple [5].