How Charlie Mungers portfolio?

Here is the highlights of his portfolio from the link

What is in Charlie Munger’s portfolio?

Munger believes in holding a concentrated portfolio of his top picks that he is an expert on. He is currently very heavily weighted in the finance sector with the top U.S. banks. He is also bullish on online retailing in China, however he did recently reduce his Alibaba position by 50% this year.

Period: Q2 2022
Portfolio date: October 5, 2022 13F filing
Number of stocks: 5
Portfolio value: $163 million

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