[13F] Institutional investor portfolios as of the end of 24Q1 have been revealed! Tech stocks continue to be popular

・Famous investorsUS Berkshire Hathaway led by Mr. BuffettAccording to the list of stocks held by, for the fiscal year ending 1 to 3 months $Apple(AAPL.US)$In addition to reducing the number of shares by 13% compared to the end of 23, it is a major US media company $Paramount Global-B(PARA.US)$The number of shares held was also reduced by nearly 90%. $Chevron(CVX.US)$The number of shares was reduced by 3.11 million shares, $Occidental Petroleum(OXY.US)$The number of shares held by was increased by 4.3 million shares. Major US IT (information technology) companies that were reducing their holdings every quarter $HP Inc(HPQ.US)$Regarding this, all remaining shares held were sold for the fiscal year ending January to March. Major non-life insurance company from 2023/7/9 $Chubb Ltd(CB.US)$The acquisition of shares began, and purchases increased to the equivalent of 6.717 billion dollars (about 1.4 trillion yen) as of the end of March.

・The world's largest hedge fund BridgewaterIs $Alphabet-A(GOOGL.US)$、 $NVIDIA(NVDA.US)$、 $Apple(AAPL.US)$、 $Meta Platforms(META.US)$、 $Microsoft(MSFT.US)$The amount held in high-tech stocks such as has increased drastically, $Amazon(AMZN.US)$with $Advanced Micro Devices(AMD.US)$New holdings of have also been revealed. The total amount of stocks disclosed increased 11% to approximately 19.8 billion dollars, and the largest newly held stock was Amazon at 189 million dollars. $Coca-Cola(KO.US)$with $Costco(COST.US)$It was pushed out of the top 5, meaning a retreat in Bridgewater's preference for high-tech stocks and enthusiasm for consumer goods stocks.

・Major US hedge fundTiger Global ManagementIn the first quarter $PDD Holdings(PDD.US)$The position was completely liquidated, and all 620,000 shares were sold. $JD.com(JD.US)$The number of shares was reduced by 5.66 million shares or more, to a decrease of 64.35%. Meanwhile, $Alphabet-A(GOOGL.US)$The number of shares held was increased by 6.3 million shares, an increase of 154.1%. $Amazon(AMZN.US)$1.44 million shares were added to the shares held by

・Famous fund managersARK led by Cathy WoodIs $Tesla(TSLA.US)$The number of shares held was increased by approximately 1.38 million shares (36.18%). $Coinbase(COIN.US)$4.18 million shares, $Zoom Video Communications(ZM.US)$There were 4.63 million shares, which declined drastically to 48.59% and 42.26%, respectively.

ー MooMoo News Evelyn
Source: Whalewisdom, Moomoo, Nihon Keizai Shimbun
This article uses automatic translation for some of its parts