Hikari Tsushin 13F annual report

Hikari Tsushin is an investment fund managing more than $941 billion ran by Syotarou Mafune. There are currently 57 companies in Mafune’s portfolio. The largest investments include Berkshire Hathaway and Alphabet Inc, together worth $600 billion.

$941 billion Assets Under Management (AUM)

As of 1st February 2023, Hikari Tsushin’s top holding is 1,127 shares of Berkshire Hathaway currently worth over $528 billion and making up 56.1% of the portfolio value. Relative to the number of outstanding shares of Berkshire Hathaway, Hikari Tsushin owns more than approximately 0.1% of the company. In addition, the fund holds 814,349 shares of Alphabet Inc worth $71.9 billion, whose value fell 8.5% in the past six months. The third-largest holding is Vanguard S And P 500 Etf worth $28 billion and the next is Johnson And Johnson worth $25.3 billion, with 143,133 shares owned.

Currently, Hikari Tsushin's portfolio is worth at least $941 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Hikari Tsushin

The Hikari Tsushin office and employees reside in Tokyo, Japan. According to the last 13-F report filed with the SEC, Syotarou Mafune serves as the Staff at Hikari Tsushin.

Recent trades

In the most recent 13F filing, Hikari Tsushin revealed that it had opened a new position in Abbvie Inc and bought 110,077 shares worth $17.8 billion. This means they effectively own approximately 0.1% of the company. Abbvie Inc makes up 24.1% of the fund's Health Care sector allocation and has grown its share price by 1.1% in the past year.

The investment fund also strengthened its position in Berkshire Hathaway by buying 242 additional shares. This makes their stake in Berkshire Hathaway total 1,127 shares worth $528 billion. Berkshire Hathaway dropped 2.5% in the past year.

On the other hand, there are companies that Hikari Tsushin is getting rid of from its portfolio. Hikari Tsushin closed its position in Bhp Billiton Plc Adr on 7th February 2023. It sold the previously owned 119,021 shares for $5.6 million. Syotarou Mafune also disclosed a decreased stake in Visa Inc by approximately 0.1%. This leaves the value of the investment at $20.9 billion and 100,566 shares.

One of the largest hedge funds

The two most similar investment funds to Hikari Tsushin are Schaper Benz & Wise Investment Counsel Inc/wi and Yhb Investment Advisors. They manage $943 billion and $937 billion respectively.


Syotarou Mafune investment strategy

Hikari Tsushin’s portfolio is diversified across 9 sectors. Currently, their heaviest sector is Finance — making up 59.8% of the total portfolio value. The fund focuses on investments in the United States as 63.2% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 63% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $261 billion.

The complete list of Hikari Tsushin trades based on 13F SEC filings

These positions were updated on February 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Berkshire Hathaway Inc.
27.34%
1,127
$528,237,297,000 56.14%
Alphabet Inc
4,203.72%
814,349
$71,850,012,000 7.64%
Vanguard S And P 500 Etf
114.28%
79,572
$27,956,826,000 2.97%
Johnson And Johnson
37.57%
143,133
$25,284,444,000 2.69%
3M Co.
66.91%
185,170
$22,205,586,000 2.36%
Visa Inc
1.02%
100,566
$20,893,592,000 2.22%
Altria Group Inc.
263.95%
427,350
$19,534,169,000 2.08%
Abbvie Inc
Opened
110,077
$17,789,544,000 1.89%
Danaher Corp.
5.17%
61,769
$16,394,728,000 1.74%
Phillips 66
Opened
147,638
$15,366,163,000 1.63%
Lockheed Martin Corp.
Opened
31,029
$15,095,298,000 1.60%
Apple Inc
184.07%
94,155
$12,233,559,000 1.30%
Medtronic Plc
37.61%
144,952
$11,265,669,000 1.20%
Moody's Corp
5.70%
31,689
$8,829,189,000 0.94%
Bank Of New York Mellon Corp
16.20%
193,812
$8,822,322,000 0.94%
Novo Nordisk As
No change
62,970
$8,522,360,000 0.91%
Linde Plc
10.84%
25,500
$8,317,590,000 0.88%
AMGEN Inc.
Opened
30,362
$7,974,276,000 0.85%
Bhp Group Ltd-spon Adr
Opened
119,021
$7,385,253,000 0.78%
Roper Technologies Inc
No change
15,600
$6,740,604,000 0.72%
Intuitive Surgical Inc
96.87%
22,325
$5,923,939,000 0.63%
Bristol-Myers Squibb Co.
Opened
81,141
$5,838,095,000 0.62%
Procter And Gamble Co/the
7.06%
35,131
$5,324,454,000 0.57%
Berkshire Hathaway Inc.
Opened
16,547
$5,111,368,000 0.54%
Us Bancorp
313.86%
112,570
$4,909,178,000 0.52%
Ametek Inc
Opened
33,288
$4,650,999,000 0.49%
Republic Services, Inc.
No change
32,200
$4,153,478,000 0.44%
Vanguard Health Care Etf
68.48%
16,343
$4,053,881,000 0.43%
Abbott Laboratories
No change
32,870
$3,608,797,000 0.38%
Exxon Mobil Corp.
Opened
31,912
$3,519,894,000 0.37%
Fortive Corp
No change
51,117
$3,284,267,000 0.35%
Microsoft Corporation
Opened
11,889
$2,851,220,000 0.30%
Taiwan Semiconductor Mfg Ltd
Opened
33,410
$2,488,711,000 0.26%
Automatic Data Processing Inc.
No change
10,400
$2,484,144,000 0.26%
Alibaba Group Hldg Ltd
Opened
28,131
$2,478,060,000 0.26%
Ecolab, Inc.
No change
16,296
$2,372,046,000 0.25%
Waters Corp.
25.30%
6,265
$2,146,264,000 0.23%
Cigna Corp.
Opened
6,440
$2,133,830,000 0.23%
Jack Henry And Associates Inc
25.20%
8,639
$1,516,663,000 0.16%
Mondelez International Inc.
No change
20,898
$1,392,852,000 0.15%
Merck And Co Inc
Opened
11,894
$1,319,639,000 0.14%
Verisign Inc.
Opened
5,901
$1,212,301,000 0.13%
Brookfield Corp
Opened
34,053
$1,071,307,000 0.11%
Trimble Inc
Opened
17,728
$896,328,000 0.10%
Woodside Energy Group Ltd
Opened
35,381
$856,574,000 0.09%
Nutrien Ltd
No change
10,800
$788,724,000 0.08%
Vontier Corporation
Opened
39,267
$759,031,000 0.08%
Transdigm Group Incorporated
Opened
1,060
$667,429,000 0.07%
Costco Wholesale Corp
No change
1,400
$639,100,000 0.07%
Pfizer Inc.
Opened
10,670
$546,731,000 0.06%
Wells Fargo And Co
98.83%
10,631
$438,954,000 0.05%
Huntington Ingalls Industrie
Opened
1,100
$253,748,000 0.03%
Fonar Corp.
No change
14,158
$237,147,000 0.03%
Ishares Biotechnology Etf
68.65%
1,373
$180,261,000 0.02%
Royalty Pharma plc
Opened
2,220
$87,734,000 0.01%
Gentex Corp.
No change
2,020
$55,085,000 0.01%
Organon And Co
Opened
599
$16,730,000 0.00%
Bhp Billiton Plc Adr
Closed
119,021
$5,595,000
Nestle Sa
Closed
31,933
$3,457,000
Ishares Msci South Korea Etf
Closed
39,900
$2,481,000
Vanguard Consumer Staple Etf
Closed
13,660
$2,202,000
X-trackers Harvest Csi 300 China-a Shares Etf
Closed
71,520
$2,120,000
Anheuser Busch Inbev Adr
Closed
19,785
$1,623,000
Vanguard Small-cap Etf
Closed
7,440
$1,232,000
Ishares Msci Hong Kong Etf
Closed
34,280
$834,000
Vanguard Ftse Emerging Marke
Closed
13,294
$591,000
Ishares Core High Dividend E
Closed
2,420
$237,000
Ishares Msci Russia Etf
Closed
5,380
$230,000
Ieh Corp
Closed
8,531
$196,000
CDK Global Inc
Closed
3,466
$190,000
Ocean Bio-Chem, Inc.
Closed
47,415
$157,000
No transactions found
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