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
|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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