Hikari Power Ltd Q2 Portfolio Shifts: Major Sales, New Holdings
Hikari Power Ltd's portfolio saw significant changes during Q2 2026. The largest holding, Berkshire Hathaway Inc Class A (BRK-A), maintained its position despite a slight reduction in shares.
As of June 30th, 2026, Hikari Power Ltd's portfolio has undergone notable adjustments during the second quarter. The investor's holdings have shifted significantly compared to the previous period.
The most prominent change involves a substantial reduction in their stake in LINDE PLC (LIN). According to the filing data, shares decreased by 74.28%, representing one of the largest sell-offs for this investment vehicle during Q2. This significant exit resulted in a portfolio percentage allocation drop from an unknown previous level down to 2.45%.
Other major sales were observed across various sectors:
- ZOETIS INC (ZTS): This stock saw its portfolio allocation reduced to just 0.07%, indicating a complete exit or near-complete unwinding of the position.
- TG THERAPEUTICS INC (TGTX): Shares decreased by 100% in this quarter, meaning Hikari Power Ltd completely sold out its position during Q2.
Conversely, the investor demonstrated significant buying activity for certain stocks:
- ZOETIS INC (ZTS): This stock was added to Hikari Power Ltd's portfolio in Q2. Although it represents a small allocation now, its inclusion signifies new interest.
Additionally, the data shows exits from other positions:
- DANAHER CORP (DHR): Allocation dropped significantly to 0.46%, reflecting a major reduction or sale.
- AMGEN INC (AMGN): This holding was completely exited during Q2, reducing its allocation from previous levels down to 0.38%.
- NOVO NORDISK A/S (NVO) and DANISH BIOPHARMACEUTICALS INC: Both positions were sold out completely by Hikari Power Ltd in Q2, reducing their allocations to negligible levels.
- MOODYS CORPORATION (MCO): This holding also saw a substantial reduction during the quarter.
Hikari Power Ltd's portfolio now consists of holdings across various sectors, with Financial Services remaining dominant at 74.84% allocation. The investor holds positions in Healthcare, Communication Services, Energy, Technology, Basic Materials, and Industrials, though the exact previous composition isn't fully detailed here.
For more details on Hikari Power Ltd's portfolio movements or to explore individual stock holdings like BERKSHIRE HATHAWAY INC CLASS A (BRK-A), please visit the respective pages.