Skip to main content
Livermore
Livermore
ZHEN

Hikari Power Ltd

SEC CIK
0001606152
Latest filing
Aug 6, 2026

The latest 13F from Hikari Power Ltd covers Q2 2026 (filed Aug 6, 2026): 43 long positions worth $854.5M. The top 10 holdings make up 90.7% of the portfolio, and the largest is Berkshire Hathaway Inc (BRK.A) at 60.7%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$35.4M
Added
0
Reduced
17
Est. −$270.5M
Sold out
11
Est. −$99.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. BRK.ABerkshire Hathaway Inc
    60.7%$519.0MHistory
  2. VVisa Inc.
    5.0%$42.6MHistory
  3. JNJJohnson & Johnson
    4.7%$40.1MHistory
  4. GOOGAlphabet Inc.
    4.6%$39.2MHistory
  5. XOMExxonMobil Holdings Corp
    4.0%$34.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. XOMExxonMobil Holdings Corp
    +$34.5MNewHistory
  2. ZTSZoetis Inc.
    +$632.0KNewHistory
  3. TGTXTG Therapeutics, Inc.
    +$275.0KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. XOMExxonMobil Holdings Corp
    +4.04 pp0.0% → 4.0%History
  2. ZTSZoetis Inc.
    +0.07 pp0.0% → 0.1%History
  3. TGTXTG Therapeutics, Inc.
    +0.03 pp0.0% → <0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. LINLinde PLC
    −$60.5MReducedHistory
  2. XOMExxonMobil Holdings Corp
    −$50.8MSold outHistory
  3. BRK.ABerkshire Hathaway Inc
    −$49.4MReducedHistory
  4. JNJJohnson & Johnson
    −$38.3MReducedHistory
  5. DHRDanaher Corp
    −$31.4MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −4.42 pp4.4% → 0.0%History
  2. LINLinde PLC
    −4.33 pp6.8% → 2.5%History
  3. DHRDanaher Corp
    −2.60 pp3.1% → 0.5%History
  4. SHELShell plc
    −2.58 pp2.8% → 0.2%History
  5. JNJJohnson & Johnson
    −1.88 pp6.6% → 4.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$854.5M
−$293.2M (−25.5%) vs. prior quarter
Positions
43
−8 vs. prior quarter
Top 10 concentration
90.7%
Top 10 as share of value
Turnover
3.5%
Q2 2026, one quarter
Average holding period
20.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.27B (Q4 2025)

Q1 2021: $949.8MQ2 2021: $1.01BQ3 2021: $996.8MQ4 2021: $1.07BQ1 2022: $1.11BQ2 2022: $933.3MQ3 2022: $893.8MQ4 2022: $1.02BQ1 2023: $995.1MQ2 2023: $1.04BQ3 2023: $1.02BQ4 2023: $1.05BQ1 2024: $1.16BQ2 2024: $1.11BQ3 2024: $1.20BQ4 2024: $1.16BQ1 2025: $1.26BQ2 2025: $1.20BQ3 2025: $1.24BQ4 2025: $1.27BQ1 2026: $1.15BQ2 2026: $854.5M
Q1 2021Q2 2026
13F filings of Hikari Power Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 202643$854.5MBRK.AVJNJvs. Q1 2026SEC
Q1 2026Apr 30, 202651$1.15BBRK.ALINJNJvs. Q4 2025SEC
Q4 2025Feb 4, 202663$1.27BBRK.AJNJLINvs. Q3 2025SEC
Q3 2025Oct 22, 202563$1.24BBRK.ALINJNJvs. Q2 2025SEC
Q2 2025Aug 1, 202563$1.20BBRK.ALINVvs. Q1 2025SEC
Q1 2025Apr 24, 202560$1.26BBRK.ALINJNJvs. Q4 2024SEC
Q4 2024Feb 4, 202559$1.16BBRK.ALINJNJvs. Q3 2024SEC
Q3 2024Oct 25, 202462$1.20BBRK.ALINJNJvs. Q2 2024SEC
Q2 2024Jul 23, 202462$1.11BBRK.ALINJNJvs. Q1 2024SEC
Q1 2024May 8, 202463$1.16BBRK.ALINJNJvs. Q4 2023SEC
Q4 2023Jan 31, 202464$1.05BBRK.ALINJNJvs. Q3 2023SEC
Q3 2023Oct 26, 202364$1.02BBRK.ALINJNJvs. Q2 2023SEC
Q2 2023Jul 26, 202364$1.04BBRK.ALINJNJvs. Q1 2023SEC
Q1 2023Apr 26, 202366$995.1MBRK.ALINJNJvs. Q4 2022SEC
Q4 2022Jan 25, 202366$1.02BBRK.AJNJLINvs. Q3 2022SEC
Q3 2022Nov 1, 202267$893.8MBRK.AJNJDHRvs. Q2 2022SEC
Q2 2022Jul 22, 2022Amended67$933.3MBRK.AJNJDHRvs. Q1 2022SEC
Q1 2022Apr 13, 202268$1.11BBRK.AJNJDHRvs. Q4 2021SEC
Q4 2021Jan 12, 202267$1.07BBRK.ADHRJNJvs. Q3 2021SEC
Q3 2021Oct 13, 202169$996.8MBRK.ADHRJNJvs. Q2 2021SEC
Q2 2021Jul 7, 202171$1.01BBRK.AJNJMMMvs. Q1 2021SEC
Q1 2021Apr 28, 202168$949.8MBRK.AJNJMMM–SEC