Taiwan Semi (TSM) – Warren Buffett’s Berkshire Hathaway cut their stake in Taiwan Semi by nearly 90% over last quarter. Despite the reduced position, Buffett and Berkshire still hold nearly 9 million American Depositary Shares (ADS) of Taiwan Semi.
Apple (AAPL) – Buffett purchased more than 300,000 shares of Apple by the end of last quarter, bringing Berkshire’s total position in the stock to nearly 900 million shares.
Kraft Heinz (KHC) – Buffett sold shares of Kraft Heinz over the quarter but still holds a whopping 423 million shares of the company, about 35% of the company’s total outstanding shares.
McKesson (MCK) – Berkshire cut its stake in this healthcare company by about 10% to around 3 million shares.
Salesforce.com (CRM) – Shares rallied last week following a Wall Street Journal report activist investor Dan Loeb and his hedge fund, Third Point, took a stake in Salesforce. The report was not yet confirmed despite the hedge fund 13F filings hitting this week as those 13F filings are for the end of the last quarter and the reported stake by Loeb would have been purchased in the last month or so.