Warren Buffett Investissement 2022
Portefeuille de Warren Buffett – actions de sociétés publiques qu’il détient via sa société holding Berkshire Hathaway (tickers boursiers : BRK.A (actions ordinaires de classe A), BRK.B (actions ordinaires de classe B)). Warren Buffett est le président, le PDG et le principal actionnaire de Berkshire Hathaway Inc.
L’activité du portefeuille de Warren Buffett (achat et vente) est déclarée trimestriellement à la SEC (Security and Exchange Commision). La dernière publication a eu lieu le 15 août 2022.
Le portefeuille personnel de Warren Buffett se compose de sa participation de ~16% dans Berkshire Hathaway (qui vaut plus de 101 milliards de dollars) et de participations dans deux banques – JP Morgan, Wells Fargo (la taille de ces participations n’est pas connue).
Actions du portefeuille de Berkshire Hathaway Inc. de Warren Buffett au 30 juin 2022 (rapport publié le 15 août 2022)
| Entreprise | Symbole | Valeur de marché au 30 juin 2022 | Nombre d’actions | % du portefeuille total |
| APPLE INC (COM) | AAPL | 122,337,373,000 | 894,802,319 | 40.76% |
| BANK OF AMERICA CORP (COM) | BAC | 31,444,432,000 | 1,010,100,606 | 10.48% |
| COCA COLA CO (COM) | KO | 25,164,000,000 | 400,000,000 | 8.38% |
| CHEVRON CORP (COM) | CVX | 23,373,304,000 | 161,440,149 | 7.79% |
| AMERICAN EXPRESS CO (COM) | AXP | 21,016,276,000 | 151,610,700 | 7.00% | KRAFT HEINZ CO (COM) | KHC | 12,419,712,000 | 325,634,818 | 4.14% |
| OCCIDENTAL PETROLEUM (COM) | OXY | 9,335,408,000 | 158,549,729 | 3.11% |
| MOODYS CORP (COM) | MCO | 6,709,439,000 | 24,669,778 | 2.24% |
| US BANCORP DEL (COM NEW) | USB | 5,513,432,000 | 119,805,135 | 1.84% |
| ACTIVISION BLIZZARD INC (COM) | ATVI | 5,325,713,000 | 68,401,150 | 1.77% |
| HP INC. (COM) | HPQ | 3,424,725,000 | 104,476,035 | 1.14% |
| BANK OF NEW YORK MELLON CORP (COM) | BK | 3,018,027,000 | 72,357,453 | 1.01% |
| DAVITA HEALTHCARE PARTNERS I (COM) | DVA | 2,886,202,000 | 36,095,570 | 0.96% |
| CITIGROUP INC. (COM) | C | 2,536,616,000 | 55,155,797 | 0.85% |
| KROGER CO. (COM) | KR | 2,481,858,000 | 52,437,295 | 0.83% |
| VERISIGN INC (COM) | VRSN | 2,144,436,000 | 12,815,613 | 0.71% |
| PARAMOUNT GLOBAL (COM CL B) | PARA | 1,935,448,000 | 78,421,645 | 0.64% |
| CHARTER COMMUNICATIONS INC N (CL A) | CHTR | 1,793,974,000 | 3,828,941 | 0.60% |
| GENERAL MTRS CO (COM) | GM | 1,679,385,000 | 52,877,359 | 0.56% |
| VISA INC (COM CL A) | V | 1,633,687,000 | 8,297,460 | 0.54% |
| LIBERTY MEDIA CORP DELAWARE (COM C SIRIUSXM) | LSXMK | 1,557,660,000 | 43,208,291 | 0.52% |
| MASTERCARD INC (CL A) | MA | 1,257,708,000 | 3,986,648 | 0.42% |
| AON PLC (COM) | AON | 1,185,514,000 | 4,396,000 | 0.39% |
| AMAZON COM INC (COM) | AMZN | 1,132,836,000 | 10,666,000 | 0.38% |
| CELANESE CORP. (COM) | CE | 1,076,922,000 | 9,156,714 | 0.36% |
| MCKESSON CORP. | MCK | 1,043,331,000 | 3,198,344 | 0.35% |
| ALLY FINANCIAL INC. (COM) | ALLY | 1,005,300,000 | 30,000,000 | 0.33% |
| SNOWFLAKE INC (COM) | SNOW | 851,795,000 | 6,125,376 | 0.28% |
| LIBERTY SIRIUS XM SERIES A | LSXMA | 728,285,000 | 20,207,680 | 0.24% |
| T-MOBILE US INC (COM) | TMUS | 705,259,000 | 5,242,000 | 0.23% |
| GLOBE LIFE INC (COM) | GL | 619,297,000 | 6,353,727 | 0.21% |
| MARKEL CORP. (COM) | MKL | 604,738,000 | 467,611 | 0.20% |
| LIBERTY MEDIA CORP FORMULA ONE (COM SER C) | FWONK | 604,738,000 | 7,722,451 | 0.16% |
| RESTORATION HARDWARE HOLDINGS INC (COM) | RH | 460,605,000 | 2,170,000 | 0.15% |
| NU HOLDINGS LTD | NU | 400,624,000 | 107,118,784 | 0.13% |
| FLOOR & DECOR HOLDINGS (COM) | FND | 300,949,000 | 4,780,000 | 0.10% |
| STORE CAP CORP (COM) | STOR | 180,693,000 | 6,928,413 | 0.06% |
| STONECO LTD (COM CL A) | STNE | 82,355,000 | 10,695,448 | 0.03% |
| JOHNSON & JOHNSON (COM) | JNJ | 58,064,000 | 327,100 | 0.02% |
| MARSH & MCLENNAN | MMC | 62,862,000 | 404,911 | 0.02% |
| PROCTER & GAMBLE CO (COM) | PG | 45,351,000 | 315,400 | 0.02% |
| LIBERTY LATIN AMERICA LTD (COM CL A) | LILA | 25,518,000 | 2,630,792 | 0.01% |
| MONDELEZ INTL INC (CL A) | MDLZ | 35,888,000 | 578,000 | 0.01% |
| LIBERTY LATIN AMERICA LTD (COM CL C) | LILAK | 10,003,000 | 1,284,020 | 0.00% |
| SPDR S&P 500 ETF TRUST | SPY | 14,864,000 | 39,400 | 0.00% | UNITED PARCEL SERVICE INC (CL B) | UPS | 10,843,000 | 59,400 | 0.00% |
| VANGUARD S&P 500 ETF | VOO | 14,916,000 | 43,000 | 0.00% |
| Valeur totale du marché ($) | 300,130,772,000 |
Berkshire Hathaway Liquidités
Outre le portefeuille d’actions présenté ci-dessus, la société holding de Warren Buffett, Berkshire Hathaway, détient 101 milliards de dollars de liquidités et d’équivalents de liquidités (ce que l’on appelle des investissements en obligations à très court terme), selon son rapport du deuxième trimestre 2022.
Les investissements étrangers de Warren Buffett
Le 31 août 2020, on a appris que Berkshire Hathaway avait investi 6 milliards de dollars dans les actions de cinq grandes sociétés japonaises : Mitsubishi Corp., Mitsui & Co., Sumitomo Corp., Itochu Corp. et Marubeni Corp.
Source: SEC rapport