Buffett's Berkshire Hathaway Reduces Stake In Tesla Rival BYD Below 5% To Shift Focus To US: Report
Portfolio Pulse from Shivani Kumaresan
Berkshire Hathaway has reduced its stake in BYD Company to below 5%, indicating a shift in focus towards U.S. investments. This move follows a gradual reduction in BYD holdings since August 2022. Berkshire also sold its entire stake in Taiwan Semiconductor Manufacturing Company earlier this year.

July 23, 2024 | 11:32 am
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NEGATIVE IMPACT
Berkshire Hathaway's reduction of its stake in BYD to below 5% has led to a decline in BYD's stock prices in Hong Kong and Shenzhen.
The reduction in Berkshire's stake has negatively impacted BYD's stock prices, reflecting investor concerns over the reduced endorsement from a major shareholder.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 100
NEUTRAL IMPACT
Berkshire Hathaway sold its entire stake in Taiwan Semiconductor Manufacturing Company earlier this year, aligning with its shift towards U.S. investments.
The sale of TSM shares is part of Berkshire's broader strategy to focus on U.S. investments. This move is neutral for TSM as it reflects a strategic shift rather than a comment on TSM's performance.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Berkshire Hathaway has reduced its stake in BYD to below 5%, indicating a strategic shift towards U.S. investments.
The reduction in BYD stake and the focus on U.S. investments could be seen as a positive strategic move, potentially boosting investor confidence in Berkshire Hathaway.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100