For latest 13F reporting period ended Sep 2022, technology stocks traded actively. The most striking is that Buffett's Berkshire discloses $4.1 billion TSMC stake, a rare significant foray into the technology sector by billionaire Warren Buffett's conglomerate. Tesla shares are increased by JPMorgan Chase, Morgan Stanley and BlackRock. While Citigroup has played many options games.
In a Monday regulatory filing describing its U.S.-listed equity investments as of Sept. 30, Berkshire said it owned about 60.1 million American depositary shares of TSMC.
Apple is by far the largest investment in Berkshire's $306.2 billion equity portfolio.
Berkshire disclosed the TSMC stake about 2-1/2 months after it began reducing a decade-old, multi-billion dollar stake in BYD Co, China's largest electric car company.
In the third quarter, Berkshire added to its stakes in Chevron Corp, Occidental Petroleum Corp, Celanese Corp, Paramount Global and RH.
It also sold shares of Activision Blizzard Inc, Bank of New York Mellon Corp, General Motors Co, Kroger Co and US Bancorp.