Predators in the fourth quarter positions: Soros holdings of Apple Buffett growth media

Young, each

by reporters, may be forward-looking intern reporter Zhong Shu

To understand what is the next Wall Street investment trend, the easiest way is to look at Buffett, George Soros holds stock. In the latest positions in the fourth quarter of last year, Soros significant reduction of the global market leader Apple, only 9.5 million shares. In contrast, Buffett is an olive branch thrown to the media companies, which were first held by U.S. cable company Liberty Media. Tuesday (February 14), Wall Street investment giants submitted to the U.S. Securities and Exchange Commission (SEC) positions in the fourth quarter of last years report, from the point of view the documents reveal, the giants are to show their own unique stock selection style. Although the

hedge the Fund AppaloosaManagement and green capital and so on Apples stock holdings, Soros Fund Management companies still underweight in the fourth quarter of last year, Apple more than 22.2 million shares.

have a market, believes that Apple "Growing Pains" is probably the reduction of investment predators select. At present, in addition to suppliers, environmental protection, labor and the treatment is being questioned, Apple is facing massive $ 100 billion in cash domination.

In contrast, the portfolio of Berkshire Hathaway announced in the fourth quarter, revealing a Warren Buffetts new preference - media companies. SEC documents show that Berkshire Hathaway, the fourth quarter for the first time to hold 170 million shares of Liberty Media Group (LibertyMedia), will also the positions of the leading U.S. satellite TV provider DirecTV increased by nearly 5 times as of last December 31, this part of the DirecTV stock market capitalization of $ 870 million, Berkshire Hathaway became one of the top ten shareholders of the company. The analysis generally believed that Buffett reflects the influence of ToddCombs, and TedWeschler of new media company preferences. In the past two years, Buffett the employed ToddCombs and TedWeschler help their stock selection. It is understood that when the hedge fund TedWeschler in the operation of its founding Peninsula Capital Advisors (PeninsulaCapitalAdvisors), who manage the investment of LibertyMedia with DirecTV.

can not be ignored, is widely speculated that Apple may release this year, its TV product, which can directly access and integration of satellite television, music and other services. Then, does Buffett an investment with media providers DirecTV and Liberty Media Group, also coveted Apple TV listed on the enormous opportunity it? We do not know.

However, in the seemingly very different stock-picking style, the giants but also to show the amazing thing in common: For example, the preference for technology stocks.

despite Soros holdings of Apple stock, but holdings of Google (Confucius News) and Yahoo. In addition, in the fourth quarter of last year, Buffett on the IBM continue to overweight Intel (Confucius News) holdings of more than 20%.

In fact, since the third quarter of last year, the positions of the Wall Street investment giants has been reflected in a preference for technology stocks. In March last year, Buffett, never only preference for the industrial, financial and consumer goods companies for the first time in 40 years to invest in the technology industry: Buy IBM. Currently, IBM is the second largest stock of positions.