Warren Buffett Investissement 2023
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 14 novembre 2022.
Le portefeuille personnel de Warren Buffett se compose de sa participation de ~16% dans Berkshire Hathaway (qui vaut plus de 108 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 septembre 2022 (rapporté à la SEC le 14 novembre 2022)
| Entreprise | Symbole | Valeur de marché au 30 septembre 2022 | Nombre d’actions | % du portefeuille total |
| APPLE INC (COM) | AAPL | 123,661,679,000 | 894,802,319 | 41.76% |
| BANK OF AMERICA CORP (COM) | BAC | 30,505,039,000 | 1,010,100,606 | 10.30% |
| CHEVRON CORP (COM) | CVX | 23,757,173,000 | 161,440,149 | 8.02% |
| COCA COLA CO (COM) | KO | 22,407,999,000 | 400,000,000 | 7.57% |
| AMERICAN EXPRESS CO (COM) | AXP | 20,453,800,000 | 151,610,700 | 6.91% |
| OCCIDENTAL PETROLEUM (COM) | OXY | 11,942,909,000 | 194,351,650 | 4.03% |
| KRAFT HEINZ CO (COM) | KHC | 10,859,921,000 | 325,634,818 | 3.67% |
| MOODYS CORP (COM) | MCO | 5,997,470,000 | 24,669,778 | 2.03% |
| ACTIVISION BLIZZARD INC (COM) | ATVI | 4,470,946,000 | 60,141,866 | 1.51% |
| TAIWAN SEMICONDUCTOR S.A. (COM) | TSM | 4,117,774,000 | 60,060,880 | 1.39% |
| US BANCORP DEL (COM NEW) | USB | 3,136,420,000 | 77,788,214 | 1.06% |
| DAVITA HEALTHCARE PARTNERS I (COM) | DVA | 2,987,630,000 | 36,095,570 | 1.01% |
| HP INC. (COM) | HPQ | 2,603,542,000 | 104,476,035 | 0.88% |
| BANK OF NEW YORK MELLON CORP (COM) | BK | 2,396,364,000 | 62,210,878 | 0.81% |
| CITIGROUP INC. (COM) | C | 2,298,341,000 | 55,155,797 | 0.78% |
| VERISIGN INC (COM) | VRSN | 2,226,072,000 | 12,815,613 | 0.75% |
| KROGER CO. (COM) | KR | 2,199,260,000 | 50,268,823 | 0.74% |
| PARAMOUNT GLOBAL (COM CL B) | PARA | 1,736,763,000 | 91,216,510 | 0.59% |
| LIBERTY MEDIA CORP DELAWARE (COM C SIRIUSXM) | LSXMK | 1,629,386,000 | 43,208,291 | 0.55% |
| GENERAL MTRS CO (COM) | GM | 1,604,500,000 | 50,000,000 | 0.54% |
| VISA INC (COM CL A) | V | 1,474,044,000 | 8,297,460 | 0.50% |
| AMAZON COM INC (COM) | AMZN | 1,205,258,000 | 10,666,000 | 0.41% |
| AON PLC (COM) | AON | 1,177,556,000 | 4,396,000 | 0.40% |
| CHARTER COMMUNICATIONS INC N (CL A) | CHTR | 1,161,509,000 | 3,828,941 | 0.39% |
| MASTERCARD INC (CL A) | MA | 1,133,563,000 | 3,986,648 | 0.38% |
| MCKESSON CORP. | MCK | 1,087,021,000 | 3,198,344 | 0.37% |
| SNOWFLAKE INC (COM) | SNOW | 1,041,069,000 | 6,125,376 | 0.35% |
| CELANESE CORP. (COM) | CE | 877,219,000 | 9,710,183 | 0.30% |
| ALLY FINANCIAL INC. (COM) | ALLY | 834,901,000 | 30,000,000 | 0.28% |
| LIBERTY SIRIUS XM SERIES A | LSXMA | 769,307,000 | 20,207,680 | 0.26% |
| T-MOBILE US INC (COM) | TMUS | 703,319,000 | 5,242,000 | 0.24% |
| GLOBE LIFE INC (COM) | GL | 633,467,000 | 6,353,727 | 0.21% |
| RESTORATION HARDWARE HOLDINGS INC (COM) | RH | 580,724,000 | 2,360,000 | 0.20% |
| MARKEL CORP. (COM) | MKL | 506,993,000 | 467,611 | 0.17% |
| NU HOLDINGS LTD | NU | 471,323,000 | 107,118,784 | 0.16% |
| LIBERTY MEDIA CORP FORMULA ONE (COM SER C) | FWONK | 451,764,000 | 7,722,451 | 0.15% |
| FLOOR & DECOR HOLDINGS (COM) | FND | 335,843,000 | 4,780,000 | 0.11% |
| LOUISIANA-PACIFIC CORP (COM) | LPX | 296,692,000 | 5,795,906 | 0.10% |
| STONECO LTD (COM CL A) | STNE | 101,928,000 | 10,695,448 | 0.03% |
| JOHNSON & JOHNSON (COM) | JNJ | 53,435,000 | 327,100 | 0.02% |
| MARSH & MCLENNAN | MMC | 60,449,000 | 404,911 | 0.02% |
| LIBERTY LATIN AMERICA LTD (COM CL A) | LILA | 16,285,000 | 2,630,792 | 0.01% |
| MONDELEZ INTL INC (CL A) | MDLZ | 31,692,000 | 578,000 | 0.01% |
| PROCTER & GAMBLE CO (COM) | PG | 39,819,000 | 315,400 | 0.01% |
| JEFFERIES FINANCIAL GROUP INC (COM CL C) | JEF | 12,790,000 | 433,558 | 0.00% |
| LIBERTY LATIN AMERICA LTD (COM CL C) | LILAK | 7,897,000 | 1,284,020 | 0.00% |
| SPDR S&P 500 ETF TRUST | SPY | 14,073,000 | 39,400 | 0.00% | UNITED PARCEL SERVICE INC (CL B) | UPS | 9,595,000 | 59,400 | 0.00% |
| VANGUARD S&P 500 ETF | VOO | 14,117,000 | 43,000 | 0.00% |
| Valeur totale du marché ($) | 296,096,640,000 |
Berkshire Hathaway Liquidités
En plus de près de 300 milliards de dollars d’actions, Berkshire Hathaway détient plus de 105 milliards de dollars de liquidités et d’équivalents de liquidités, selon son rapport du troisième trimestre.
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