Buffett's Q1 Hold Positions revealed! Significantly reduced Bank stocks, stopped Shareholding Apple for two consecutive seasons, and greatly increased Shareholding in these two companies.

Specifically, in the first quarter of this year, "stock god" Warren Buffett's Berkshire sold a large amount of Bank stocks, but the shareholding in Apple remained unchanged, and shareholding in a Beer manufacturer was increased. Additionally, Berkshire increased its shareholding in Occidental Petroleum by 760,000 shares, which is also the only increase among Berkshire's top ten holdings.

Futu News15:19

Top Institutions disclose Q1 U.S. stock Hold Positions! Operations of AI Software stocks show divergence, Technology giants face Shareholding reduction, while Chinese concept stocks and Gold are preferred for increased positions.

Berkshire significantly reduced its holdings in Banks in Q1, completely divesting from Citigroup, while its shares in Apple remained unchanged; Bridgewater and Baillie Gifford have sequentially reduced their holdings in US Technology giants; meanwhile, ARK Invest's operations on AI Application software stocks showed divergence, increasing its position in Tempus AI and reducing its stake in Palantir. What signals are hidden behind these moves by capital giants?

Futu News14:37

Buffett, Soros, Gates, let's see what the big shots have bought.

From Buffett's "Hold cash and not buy" strategy, to Soros's "Sell Small Cap and buy Large Cap", and then to Bridgewater's Gold allocation, all show that top investors are enhancing the defensiveness of their portfolios, while the keen Ackman even cleared out of Nike ahead of the tariffs.

wallstreetcn14:05

U.S. stocks closed: The seven giants collectively cooled down, and the Nasdaq ended its six-day rise, while the S&P rose for the fourth consecutive day.

① The Nasdaq China Golden Dragon Index closed down 2.37%; ② NetEase rose 14.61%, with the closing price nearing its previous high; ③ Meta is reportedly delaying the release of the AI model "Behemoth"; ④ Buffett made large sales of bank stocks in Q1 while maintaining his Hold Positions in Apple.

cls.cn06:15

Warren Buffett Ditches Bitcoin-Linked Nu Holdings, Adds To Constellation Brands, Domino's Pizza, Pool Corp Stakes

Benzinga05:09

Is Mondelez International Gaining or Losing Market Support?

Benzinga04:00