Berkshire Hathaway's Q2 2024 13F filing reveals some shifts in the Oracle's portfolio. Here's what changed in that data, which reflects June 30 holdings:New Positions:Buffett initiated stakes in HEIA (1.04 million shares) and ULTA (0.69 million shares), signaling interest in new sectors.Buying Spree:Significantly boosted SIRI holdings to 132.88 million shares from 36.68 million.Increased positions in OXY, LSXMK, LSXMA, and CB.Steady Holdings:Maintained substantial positions in BAC, KO, KHC, AXP, C, DVA, and MCO.Notable Exits:Completely sold out of PARA and SNOW positions.Trimming:Drastically reduced AAPL stake to 400 million shares from 789.37 million.Also decreased positions in CVX, COF, FN
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