这两只股票盘前大涨!巴菲特宁愿卖苹果也要买他们?

LB Select
2024.08.15 08:56
portai
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Warren Buffett Q2 newly purchased shares of the cosmetics chain store Ulta Beauty (ULTA) and the aircraft parts manufacturer Heico (HEI), with their stock prices soaring 16% and 8% respectively in pre-market trading

Warren Buffett's Berkshire Hathaway disclosed its 13F holdings report, acquiring shares of cosmetics chain Ulta Beauty (ULTA) and aircraft parts manufacturer Heico (HEI) in the second quarter, while significantly reducing its holdings in Apple (AAPL.O).

According to a regulatory filing submitted on Wednesday, as of June 30, Berkshire Hathaway bought into two companies:

  • Holding approximately 690,000 shares of Ulta Beauty, valued at $2.663 billion;
  • Holding 1.04 million shares of Heico, valued at $1.854 billion.

As of the time of writing, these two stocks surged by 16% and 8% respectively in pre-market trading.

In the second quarter, Buffett made a significant retreat from the stock market, selling about 390 million shares of Apple, which accounted for nearly half of its Apple holdings.

In terms of total amount, Berkshire sold $77.2 billion worth of stocks in the second quarter, mainly Apple, while only buying $1.6 billion