13F報告中，巴菲特的波克夏 Q2 時沒有太多動作，主要小幅加碼了西方石油 $OXY 5%，以及繼續買進COF 第一資本。並且新建倉了約7億的地產股，包含住宅大建商 $DHI 、 $NVR 和 $LEN ，可能看好在高利率時代仍然供給不足的美國房市。以估值的位階來看是蠻有趣的選擇，但部位也很小就是了。
主要賣出的則是動視暴雪 $ATVI 清倉7成，通用汽車 $GM 則是減碼45%，前五大持股的雪佛龍石油 $CVX 則是減碼7%。藥品批發商 $MCK 則是全部賣光。
其實現在不管巴菲特做什麼，跟他最大投資部位佔比約5成的蘋果相比來說都是小巫見大巫。
——
倒是主要在買科技股的Tesla和Nvidia大股東機構在Q2的動作都有點類似
https://ieobserv.com/13F_23Q2
Walmart announced today that it is stepping into the metaverse with two new experiences on Roblox: “Walmart Land” and “Universe of Play.” The virtual worlds are aimed at younger Walmart customers and let Roblox players collect new virtual merchandise, play games featuring toys and characters, earn toys from a blimp, attend live concerts, win fashion competitions and more.
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