伯克希尔Q1大举加仓Alphabet、新建仓达美航空、清仓亚马逊
Odaily星球日报讯 据伯克希尔哈撒韦公布的一季度持仓报告（13F），伯克希尔一季度增持 Alphabet(GOOGL.O)、纽约时报等股票，其中 Alphabet 获逾 3600 万股增持，持仓占比从此前的 2.04%上升至 5.93%；清仓亚马逊(AMZN.O)、Visa(V.N)、万事达(MA.N)、联合健康(UNH.N)等股票；减持雪佛龙(CVX.N)、美国银行(BAC.N)等股票；建仓达美航空(DAL.N)，买入 3980 万股，持仓市值约 26.5 亿美元。总体来看，伯克希尔截至一季度在美股的持仓市值为 263 亿美元，上一季度为 274 亿美元。当季买入股票约 160 亿美元、卖出约 240 亿美元，净卖出约 81.5 亿美元，持仓数量从 42 只骤降至 29 只，集中度显著提升。(金十)
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