Berkshire's latest filing with the SEC shows that it purchased approximately 0.02 million shares from December 31, 2024, to January 3, 2025. $VeriSign (VRSN.US)$ The total amount was approximately 4.1 million USD, equivalent to about 30 million yuan.

This is the third time Berkshire has disclosed its increased holdings in this internet company since December 2024. Previously, Berkshire had increased its holdings by 0.2343 million shares of the company from December 17 to December 19, 2024, at a cost of about 45.4 million USD. From December 20 to December 24, 2024, Berkshire again purchased 0.1434 million shares of VeriSign at a total amount of approximately 28.5 million USD. The total expenditure for these two rounds of shareholding is about 73.9 million USD, equivalent to approximately 0.54 billion yuan.

Buffett frequently increases his holdings in VeriSign.

From recent trading records, Buffett's company has been active in $VeriSign (VRSN.US)$ the Stocks sector.

Data shows that as early as 2013, $Berkshire Hathaway-B (BRK.B.US)$ the first purchase of this Technology stock was made, maintaining a stable holding ratio over the years. Until the regulatory documents disclosed on December 19, 2024, it was shown that from December 17 to 19 last year, Berkshire added approximately 0.234 million shares of VeriSign stock for about 45 million dollars.

Subsequently, a report on December 30 last year indicated that in the three trading days up to December 24, 2024, Berkshire spent approximately 28.5 million dollars to acquire 143,424 shares of VeriSign stock. After this increase, the company holds 13.7% of the shares issued by VeriSign, with a total value close to 2.7 billion dollars.

Immediately after, from December 31, 2024, to January 3, 2025, it acquired approximately 20,044 shares of VeriSign common stock for about 4.1 million dollars.

According to the data, VeriSign was established in 1995 and primarily engages in domain registration and cybersecurity infrastructure services, playing a critical role in the underlying architecture of the Internet. It is known that the company leads in the domain registration service sector, far surpassing other competitors.

Reports suggest that one reason Buffett is interested in VeriSign may be its high ranking in various profit margin indicators among the S&P 500 Index component companies. Data shows that in the third quarter of this year, VeriSign's gross margin reached 88.02%, ranking 11th among component companies.$S&P 500 Index (.SPX.US)$The operating margin was 71.25%, ranking 6th; the net income margin was 51.54%, ranking 7th.

Recently, VeriSign's stock price has continued to rise. Since the disclosure of Buffett's increased holdings on December 19 of last year, it has increased by about 7.6% over 10 Trade days.

Previously hoarding more than 2 trillion yuan in cash.

Buffett's company has recently made investments in the US stock market that are not limited to VeriSign.

During the week from December 16 to 20, 2024, Berkshire simultaneously purchased.$Occidental Petroleum (OXY.US)$Satellite Broadcasting Company $Sirius XM (SIRI.US)$ and $VeriSign (VRSN.US)$ The total amount of stocks in the three companies exceeds 0.55 billion USD. Among them, Berkshire Hathaway increased its shareholding in Occidental Petroleum by nearly 8.9 million shares for about 0.4 billion USD and purchased about 5 million shares of Sirius for approximately 0.1 billion USD.

Looking back over the past year, Buffett has almost always been selling stocks, accumulating a large amount of Cash / Money Market. As of the end of the third quarter of 2024, the Market Cap of Berkshire's stocks in the USA has dropped to 266.4 billion USD, compared to about 280 billion USD at the end of the second quarter. According to estimates from third-party websites, the Outflow in the third quarter accounted for 12.51% of its total Market Cap.

In terms of specific operations, Berkshire Hathaway reduced its shareholding in the third quarter of 2024. $Apple (AAPL.US)$ 、 $Bank of America (BAC.US)$ satellite broadcasting company $Sirius XM (SIRI.US)$ 、$Charter Communications (CHTR.US)$、 $Ulta Beauty (ULTA.US)$ The stocks, newhold positions are $Domino's Pizza (DPZ.US)$ And swimming pool supplies distributor $Pool Corp (POOL.US)$ As of the end of the third quarter of 2024, Berkshire Hathaway's top five holdings include Apple, $American Express (AXP.US)$Bank of America,coca-cola (KO.US) 、$Chevron (CVX.US)$。

It is worth noting that Berkshire Hathaway's cash reserves reached a record high in the third quarter, surpassing 300 billion USD, reaching 325.2 billion USD (approximately 2.32 trillion RMB). The cash reserves at the end of the second quarter were 276.9 billion USD, and at the end of the first quarter, they were 189 billion USD.

Specifically, in the third quarter, Berkshire Hathaway net sold approximately 36.1 billion USD in stocks, including about 0.1 billion shares of Apple and several hundred million USD in Bank of America stocks. It should be noted that this has been Berkshire's eighth consecutive quarter of net stock sales.

Meanwhile, in the third quarter, Berkshire Hathaway did not conduct any stock buybacks, marking the first occurrence of this since the second quarter of 2018.

In the past month, $Berkshire Hathaway-A (BRK.A.US)$ The stock price has continued to decline, and since the end of November, the market cap has evaporated by over 60 billion USD (approximately 440 billion RMB), falling below one trillion.

Editor/Rocky