Birinyi Associates INC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Birinyi Associates INC has released its latest 13F filings for Q3 2023 and Q4 2023, shedding light on the changes in holdings of various funds. These filings provide valuable insights into the investment strategies of some of the biggest players in the market.

AAPL (Apple Inc):

Apple Inc's holdings experienced a slight decrease from 376,106 shares in Q3 2023 to 373,773 shares in Q4 2023. The value of the holdings also increased from $64,393,000 to $71,962,000.

SPY (SPDR S&P 500 ETF Trust):

The SPDR S&P 500 ETF Trust saw its holdings increase from 61,484 shares in Q3 2023 to 65,348 shares in Q4 2023. The value of the holdings rose from $26,278,000 to $31,060,000.

AMZN (Amazon.com Inc):

Amazon.com Inc's holdings decreased slightly from 159,089 shares in Q3 2023 to 156,684 shares in Q4 2023. The value of the holdings also decreased from $20,223,000 to $23,807,000.

GOOGL (Alphabet Inc - CL A):

Alphabet Inc - CL A maintained its holdings quite closely, with a minor decrease from 165,725 shares in Q3 2023 to 165,057 shares in Q4 2023. The value of the holdings changed from $21,687,000 to $23,057,000.

MA (Mastercard Inc):

Mastercard Inc witnessed a marginal decrease in holdings from 49,545 shares in Q3 2023 to 49,035 shares in Q4 2023. The value of the holdings increased from $19,615,000 to $20,914,000.

MSFT (Microsoft Corp):

Microsoft Corp's holdings experienced a slight decrease from 39,495 shares in Q3 2023 to 38,436 shares in Q4 2023. However, the value of the holdings increased from $12,471,000 to $14,453,000.

BKNG (Booking Holdings Inc):

Booking Holdings Inc's holdings also saw a minor decrease from 2,325 shares in Q3 2023 to 2,300 shares in Q4 2023. The value of the holdings increased from $7,170,000 to $8,159,000.

NVDA (NVIDIA Corp):

NVIDIA Corp's holdings showed a significant increase from 0 shares in Q3 2023 to 14,860 shares in Q4 2023. The value of the holdings increased from $0 to $7,359,000.

BRK-B (Berkshire Hathaway Inc - CL B):

Berkshire Hathaway Inc - CL B witnessed a slight increase in its holdings from 16,350 shares in Q3 2023 to 17,105 shares in Q4 2023. The value of the holdings also increased from $5,725,000 to $6,101,000.

DIA (SPDR Dow Jones Industrial Average ETF Trust):

SPDR Dow Jones Industrial Average ETF Trust saw a significant decrease in holdings from 20,299 shares in Q3 2023 to 13,954 shares in Q4 2023. The value of the holdings decreased from $6,798,000 to $5,259,000.

BRK-A (Berkshire Hathaway Inc - CL A):

Berkshire Hathaway Inc - CL A had minimal changes in its holdings, with the number of shares remaining the same at 9 shares in both Q3 2023 and Q4 2023. The value of the holdings also remained stable at $4,788,000 and $4,884,000.

GOOG (Alphabet Inc - CL C):

Alphabet Inc - CL C also showed minimal changes in its holdings, with the number of shares barely changing from 32,028 shares in Q3 2023 to 32,005 shares in Q4 2023. The value of the holdings increased from $4,223,000 to $4,510,000.

GS (Goldman Sachs Group Inc/The):

Goldman Sachs Group Inc/The witnessed a significant decrease in its holdings from 14,524 shares in Q3 2023 to 11,474 shares in Q4 2023. The value of the holdings decreased from $4,700,000 to $4,426,000.

WMT (Walmart Inc):

Walmart Inc's holdings increased from 24,400 shares in Q3 2023 to 26,720 shares in Q4 2023. The value of the holdings also increased from $3,902,000 to $4,212,000.

CMG (Chipotle Mexican Grill Inc):

Chipotle Mexican Grill Inc's holdings showed a minor decrease from 2,115 shares in Q3 2023 to 1,815 shares in Q4 2023. The value of the holdings increased from $3,874,000 to $4,151,000.

MCD (McDonald's Corp):

McDonald's Corp experienced an interesting change in its holdings, going from 0 shares in Q3 2023 to 13,544 shares in Q4 2023. The value of the holdings increased from $0 to $4,016,000.

UBER (Uber Technologies Inc):

Uber Technologies Inc's holdings remained stable at 54,000 shares in both Q3 2023 and Q4 2023. The value of the holdings increased from $2,483,000 to $3,325,000.

These are just a few examples of the changes in holdings of various funds from Birinyi Associates INC's Q3 2023 to Q4 2023 filings. These filings offer a peek into the investment strategies of major players in the market and can provide valuable insights for investors seeking to make informed decisions.