Berkshire Hathaway Inc.
AUM
+$263B
Turnover
+7.2%
Large CapGrowthLong-term Holder
13F.chat — AIスマートマネー・コパイロット
スマートマネーを追う——トップマネージャーが実際に何を買ったか、今も研究に値するかを見極める
13F.chatは伝説的マネージャーの四半期ごとの実際の売買（何をいくら買い・売りしたか）を追跡し、その動きが今も意味を持つかをAIの解説とともに判断できるようにします。
データ基準日 2026-05-07114 funds
本日の公開リサーチ
2026/08/03 のセレクション · 毎日更新
Berkshire エンティティ調査
Berkshire Hathaway 保有銘柄と 13F ポートフォリオ
最新の開示保有銘柄、集中度、セクター配分、厳選された公開リサーチ対話を確認できます。
13F保有銘柄厳選Q&A
リサーチを見る13F universe
13F Discovery Radar
Track the latest 13F rotation signals across managers, industries, and high-conviction stock moves. 2025-12-31 -> 2026-03-31.
Managers
133
Industries
25
Stocks
500
Latest active flow
-$70B
2026-03-31
Equity withdrawal proxy
+$564B
2025-12-31 -> 2026-03-31
SPY indexed
+146.7%
2026-03-31
Capital Rotation Timeline
Stacked sectors show share-count-implied active capital; the amber line tracks SPY.
Latest flow
-$70B
SPY
+146.7%
FinancialsHealth CareInformation TechnologyIndustrialsConsumer DiscretionaryConsumer StaplesWithdrawal proxySPY
Macro Rotation Heatmap
Area ranks current 13F exposure. Color shows active flow momentum from the latest filings.
All industriesNet inflowNet outflow
Active flow momentumTrimmedFlatAdded
Largest industry rotations
Software and Services
Information Technology
-$19B
-11.5%84 Buyers / 79 Sellers
Energy
Energy
-$13B
-16.8%49 Buyers / 64 Sellers
Financial Services
Financials
-$7.6B
-2.8%84 Buyers / 98 Sellers
Consumer Services
Consumer Discretionary
-$7.1B
-14.9%56 Buyers / 72 Sellers
Consumer Discretionary Distribution and Retail
Consumer Discretionary
-$6.7B
-5.4%74 Buyers / 81 Sellers
Health Care Equipment and Services
Health Care
-$5.9B
-6.1%69 Buyers / 71 Sellers
Highest conviction stock moves
| Ticker | Industry | Active flow | Conviction |
|---|---|---|---|
MSFT Microsoft Corporation | Software and Services | -$12B | +1.3% |
GOOGL Alphabet Inc. | Media and Entertainment | +$8.3B | +1.1% |
MA Mastercard Incorporated | Financial Services | -$2.8B | +0.8% |
DAL Delta Air Lines, Inc. | Transportation | +$2.5B | +1.0% |
NFLX Netflix, Inc. | Media and Entertainment | -$2.3B | +0.9% |
AMZN Amazon.com, Inc. | Consumer Discretionary Distribution and Retail | -$2.3B | +1.5% |
ABBV AbbVie Inc. | Pharmaceuticals, Biotechnology and Life Sciences | +$1.9B | +0.2% |
UNH UnitedHealth Group Incorporated | Health Care Equipment and Services | -$1.8B | +0.3% |
Largest manager books
Fisher Asset Management, LLC
AUM
+$203B
Turnover
+3.8%
Large CapGrowthLong-term Holder
PRIMECAP Management Company
AUM
+$118B
Turnover
+2.1%
Large CapGrowthLong-term Holder
Dodge & Cox Funds - Dodge & Cox Stock Fund
AUM
+$101B
Turnover
+5.6%
Large CapGrowthLong-term Holder
