Hikari Tsushin 13F annual report
Hikari Tsushin is an investment fund managing more than $941 billion ran by Syotarou Mafune. There are currently 57 companies in Mafune’s portfolio. The largest investments include Berkshire Hathaway and Alphabet Inc, together worth $600 billion.
$941 billion Assets Under Management (AUM)
As of 1st February 2023, Hikari Tsushin’s top holding is 1,127 shares of Berkshire Hathaway currently worth over $528 billion and making up 56.1% of the portfolio value.
Relative to the number of outstanding shares of Berkshire Hathaway, Hikari Tsushin owns more than approximately 0.1% of the company.
In addition, the fund holds 814,349 shares of Alphabet Inc worth $71.9 billion, whose value fell 8.5% in the past six months.
The third-largest holding is Vanguard S And P 500 Etf worth $28 billion and the next is Johnson And Johnson worth $25.3 billion, with 143,133 shares owned.
Currently, Hikari Tsushin's portfolio is worth at least $941 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Hikari Tsushin
The Hikari Tsushin office and employees reside in Tokyo, Japan. According to the last 13-F report filed with the SEC, Syotarou Mafune serves as the Staff at Hikari Tsushin.
Recent trades
In the most recent 13F filing, Hikari Tsushin revealed that it had opened a new position in
Abbvie Inc and bought 110,077 shares worth $17.8 billion.
This means they effectively own approximately 0.1% of the company.
Abbvie Inc makes up
24.1%
of the fund's Health Care sector allocation and has grown its share price by 1.1% in the past year.
The investment fund also strengthened its position in Berkshire Hathaway by buying
242 additional shares.
This makes their stake in Berkshire Hathaway total 1,127 shares worth $528 billion.
Berkshire Hathaway dropped 2.5% in the past year.
On the other hand, there are companies that Hikari Tsushin is getting rid of from its portfolio.
Hikari Tsushin closed its position in Bhp Billiton Plc Adr on 7th February 2023.
It sold the previously owned 119,021 shares for $5.6 million.
Syotarou Mafune also disclosed a decreased stake in Visa Inc by approximately 0.1%.
This leaves the value of the investment at $20.9 billion and 100,566 shares.
One of the largest hedge funds
The two most similar investment funds to Hikari Tsushin are Schaper Benz & Wise Investment Counsel Inc/wi and Yhb Investment Advisors. They manage $943 billion and $937 billion respectively.
Syotarou Mafune investment strategy
Hikari Tsushin’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Finance — making up 59.8% of
the total portfolio value.
The fund focuses on investments in the United States as
63.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
63% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $261 billion.
The complete list of Hikari Tsushin trades based on 13F SEC filings
These positions were updated on February 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Berkshire Hathaway Inc. |
27.34%
1,127
|
$528,237,297,000 | 56.14% |
| Alphabet Inc |
4,203.72%
814,349
|
$71,850,012,000 | 7.64% |
| Vanguard S And P 500 Etf |
114.28%
79,572
|
$27,956,826,000 | 2.97% |
| Johnson And Johnson |
37.57%
143,133
|
$25,284,444,000 | 2.69% |
| 3M Co. |
66.91%
185,170
|
$22,205,586,000 | 2.36% |
| Visa Inc |
1.02%
100,566
|
$20,893,592,000 | 2.22% |
| Altria Group Inc. |
263.95%
427,350
|
$19,534,169,000 | 2.08% |
| Abbvie Inc |
Opened
110,077
|
$17,789,544,000 | 1.89% |
| Danaher Corp. |
5.17%
61,769
|
$16,394,728,000 | 1.74% |
| Phillips 66 |
Opened
147,638
|
$15,366,163,000 | 1.63% |
| Lockheed Martin Corp. |
Opened
31,029
|
$15,095,298,000 | 1.60% |
| Apple Inc |
184.07%
94,155
|
$12,233,559,000 | 1.30% |
| Medtronic Plc |
37.61%
144,952
|
$11,265,669,000 | 1.20% |
| Moody's Corp |
5.70%
31,689
|
$8,829,189,000 | 0.94% |
| Bank Of New York Mellon Corp |
16.20%
193,812
|
$8,822,322,000 | 0.94% |
| Novo Nordisk As |
No change
62,970
|
$8,522,360,000 | 0.91% |
| Linde Plc |
10.84%
25,500
|
$8,317,590,000 | 0.88% |
| AMGEN Inc. |
Opened
30,362
|
$7,974,276,000 | 0.85% |
| Bhp Group Ltd-spon Adr |
Opened
119,021
|
$7,385,253,000 | 0.78% |
| Roper Technologies Inc |
No change
15,600
|
$6,740,604,000 | 0.72% |
| Intuitive Surgical Inc |
96.87%
22,325
|
$5,923,939,000 | 0.63% |
| Bristol-Myers Squibb Co. |
Opened
81,141
|
$5,838,095,000 | 0.62% |
| Procter And Gamble Co/the |
7.06%
35,131
|
$5,324,454,000 | 0.57% |
| Berkshire Hathaway Inc. |
Opened
16,547
|
$5,111,368,000 | 0.54% |
| Us Bancorp |
313.86%
112,570
|
$4,909,178,000 | 0.52% |
| Ametek Inc |
Opened
33,288
|
$4,650,999,000 | 0.49% |
| Republic Services, Inc. |
No change
32,200
|
$4,153,478,000 | 0.44% |
| Vanguard Health Care Etf |
68.48%
16,343
|
$4,053,881,000 | 0.43% |
| Abbott Laboratories |
No change
32,870
|
$3,608,797,000 | 0.38% |
| Exxon Mobil Corp. |
Opened
31,912
|
$3,519,894,000 | 0.37% |
| Fortive Corp |
No change
51,117
|
$3,284,267,000 | 0.35% |
| Microsoft Corporation |
Opened
11,889
|
$2,851,220,000 | 0.30% |
| Taiwan Semiconductor Mfg Ltd |
Opened
33,410
|
$2,488,711,000 | 0.26% |
| Automatic Data Processing Inc. |
No change
10,400
|
$2,484,144,000 | 0.26% |
| Alibaba Group Hldg Ltd |
Opened
28,131
|
$2,478,060,000 | 0.26% |
| Ecolab, Inc. |
No change
16,296
|
$2,372,046,000 | 0.25% |
| Waters Corp. |
25.30%
6,265
|
$2,146,264,000 | 0.23% |
| Cigna Corp. |
Opened
6,440
|
$2,133,830,000 | 0.23% |
| Jack Henry And Associates Inc |
25.20%
8,639
|
$1,516,663,000 | 0.16% |
| Mondelez International Inc. |
No change
20,898
|
$1,392,852,000 | 0.15% |
| Merck And Co Inc |
Opened
11,894
|
$1,319,639,000 | 0.14% |
| Verisign Inc. |
Opened
5,901
|
$1,212,301,000 | 0.13% |
| Brookfield Corp |
Opened
34,053
|
$1,071,307,000 | 0.11% |
| Trimble Inc |
Opened
17,728
|
$896,328,000 | 0.10% |
| Woodside Energy Group Ltd |
Opened
35,381
|
$856,574,000 | 0.09% |
| Nutrien Ltd |
No change
10,800
|
$788,724,000 | 0.08% |
| Vontier Corporation |
Opened
39,267
|
$759,031,000 | 0.08% |
| Transdigm Group Incorporated |
Opened
1,060
|
$667,429,000 | 0.07% |
| Costco Wholesale Corp |
No change
1,400
|
$639,100,000 | 0.07% |
| Pfizer Inc. |
Opened
10,670
|
$546,731,000 | 0.06% |
| Wells Fargo And Co |
98.83%
10,631
|
$438,954,000 | 0.05% |
| Huntington Ingalls Industrie |
Opened
1,100
|
$253,748,000 | 0.03% |
| Fonar Corp. |
No change
14,158
|
$237,147,000 | 0.03% |
| Ishares Biotechnology Etf |
68.65%
1,373
|
$180,261,000 | 0.02% |
| Royalty Pharma plc |
Opened
2,220
|
$87,734,000 | 0.01% |
| Gentex Corp. |
No change
2,020
|
$55,085,000 | 0.01% |
| Organon And Co |
Opened
599
|
$16,730,000 | 0.00% |
| Bhp Billiton Plc Adr |
Closed
119,021
|
$5,595,000 | |
| Nestle Sa |
Closed
31,933
|
$3,457,000 | |
| Ishares Msci South Korea Etf |
Closed
39,900
|
$2,481,000 | |
| Vanguard Consumer Staple Etf |
Closed
13,660
|
$2,202,000 | |
| X-trackers Harvest Csi 300 China-a Shares Etf |
Closed
71,520
|
$2,120,000 | |
| Anheuser Busch Inbev Adr |
Closed
19,785
|
$1,623,000 | |
| Vanguard Small-cap Etf |
Closed
7,440
|
$1,232,000 | |
| Ishares Msci Hong Kong Etf |
Closed
34,280
|
$834,000 | |
| Vanguard Ftse Emerging Marke |
Closed
13,294
|
$591,000 | |
| Ishares Core High Dividend E |
Closed
2,420
|
$237,000 | |
| Ishares Msci Russia Etf |
Closed
5,380
|
$230,000 | |
| Ieh Corp |
Closed
8,531
|
$196,000 | |
| CDK Global Inc |
Closed
3,466
|
$190,000 | |
| Ocean Bio-Chem, Inc. |
Closed
47,415
|
$157,000 | |
| No transactions found | |||
| Showing first 500 out of 71 holdings | |||
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