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巴菲特、段永平、“木头姐”……投资大佬最新持仓曝光
Guo Ji Jin Rong Bao· 2025-08-15 13:41
Group 1 - Berkshire Hathaway, led by Warren Buffett, reduced its holdings in Apple and Bank of America during Q2, with its top five holdings being Apple, American Express, Bank of America, Coca-Cola, and Chevron [1][2] - Berkshire's Q2 stock purchases included six new stocks: UnitedHealth, Nucor, Lennar, Horton Homes, Lamar Advertising, and Ansys [1] - The total value of Berkshire's Apple holdings is approximately $574.48 billion, representing a 6.67% decrease in shares [2] Group 2 - Chinese investor Duan Yongping increased his Apple holdings by 890,000 shares in Q2, reversing a trend of selling Apple stock over the previous four quarters [3] - Duan's total U.S. stock portfolio is valued at $11.5 billion, with Apple being the largest holding at 62.47% of his portfolio [3][4] Group 3 - Cathie Wood's ARK Invest continues to hold Tesla but has reduced its position by 5.56%, marking the fourth consecutive quarter of selling [5] - ARK Invest has made a significant new investment in Circle, acquiring 2.9244 million shares valued at approximately $530.165 million, which constitutes 3.89% of its portfolio [5] Group 4 - Jinglin Capital executed a precise trading strategy in Q2, buying Nvidia and Google while reducing positions in Pinduoduo and Alibaba [6] - Gao Yi Capital's U.S. stock holdings decreased significantly from approximately $766 million in Q1 to $397 million in Q2, with 13 stocks fully liquidated [6][8]