According to the lastest Q4 2021 13F for Daily Journal Corp, Charles Munger has increased his position in Alibaba Group Holding (NYSE: BABA) by 99%. Munger purchased the shares at an estimated average price of $155. He now holds 602,060 shares, up 300,000 from the previous quarter. Alibaba now represents 27.65% of the entire portfolio, up from 19.86% in the previous quarter.
The current market value of his portfolio is $258,652,000, with a top 10 holdings concentration of 100%.
Top 10 Holdings
Stock | Shares | Market Value | % of Portfolio |
BAC / Bank of America Corp | 2,300,000 | $102,327,000 | 39.56 |
WFC / Wells Fargo | 1,591,800 | $76,374,000 | 29.53 |
BABA / Alibaba Group Holdings | 602,060 | $71,519,000 | 27.65 |
USB / U.S. Bancorp | 140,000 | $7,864,000 | 3.04 |
PKX / POSCO | 9,745 | $568,000 | 0.22 |
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