Warren Buffett trims his stake in TSMC: here’s what he added to

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on  Feb 15, 2023
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  • Buffett's Berkshire Hathaway ditched Taiwan Semiconductor last quarter.
  • The legendary investor added to his position in Paramount Global.
  • TSMC is down more than 5.0% today; Paramount shares are up the same.

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Warren Buffett’s Berkshire Hathaway is in news today after the conglomerate massively trimmed his stake in a semiconductor behemoth and loaded up on shares of a mass media and entertainment company.

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Berkshire ditched Taiwan Semiconductor

Late on Tuesday, Berkshire confirmed that it slashed its position in Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) by a whopping 86% in the recent quarter.

That’s quite unusual for the legendary investor who’s known to hold stocks for the long term. Berkshire had built a $5.0 billion stake in TSMC only months ago (read more).

Assuming that Buffett offloaded the stock at its average price last quarter, the said sale would be worth about $3.70 billion. In January, Taiwan Semiconductor reported mixed results for its fiscal Q4.

Naturally, shares of the multinational are under pressure on Wednesday. At writing, the intraday loss stands at over 5.0%.

Berkshire loads up on Paramount Global

In its regulatory filing, Berkshire Hathaway also revealed to have increased its exposure to Paramount Global (NASDAQ: PARA).

The conglomerate spent more than $40 million to buy another 2.4 million shares of the mass media and entertainment company. Paramount shares are up more than 5.0% this morning.

The stock market news arrives a day before the Nasdaq-listed firm is set to report its Q4 results. Consensus is for it to earn 18 cents a share (down nearly 31%) on $8.06 billion in revenue (up less than 1.0%).

Other notable names that Berkshire added to in the recent quarter include Louisiana-Pacific Corp and its largest holding by market cap, Apple Inc.