Which New Zealand managed funds hold Berkshire Hathaway?

23 New Zealand managed funds hold Berkshire Hathaway as a direct holding, across 7 fund managers. Weights range from 0.030% to 1.58% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Berkshire Hathaway indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Berkshire Hathaway?

Kernel S&P 500 (Unhedged) Fund has the largest direct holding at 1.58% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Berkshire Hathaway?

23 funds hold Berkshire Hathaway directly, across 7 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Berkshire Hathaway indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Kernel S&P 500 (Unhedged) Fund	Kernel	1.58%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	1.58%
Generate Focused Growth Managed Fund	GGenerate	0.820%
Mercer All Country Global Shares Index Fund	Mercer	0.740%
Mercer Responsible Global Shares Fund	Mercer	0.660%
Mercer Core Hedged Global Shares Fund	Mercer	0.640%
Mercer Core Global Shares Fund	Mercer	0.630%
Mercer Global Shares Fund	Mercer	0.630%
Fisher Funds Global Fund	Fisher Funds	0.460%
Booster Shielded Growth Fund	Booster	0.330%
Mercer Responsible Balanced Fund	Mercer	0.290%
Fisher Funds Growth Fund	Fisher Funds	0.230%
Harbour Balanced Growth Fund	Harbour	0.230%
Kernel High Growth Fund	Kernel	0.200%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.190%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.140%
Kernel Balanced Fund	Kernel	0.110%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.110%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.090%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.070%
Fisher Funds Conservative Fund	Fisher Funds	0.050%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.050%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.030%

Funds holding Berkshire Hathaway usually also hold

Companies that appear alongside Berkshire Hathaway in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 8 spellings were treated as Berkshire Hathaway — shown so you can check the grouping rather than take it on trust.

BERKSHIRE HATHAWAY INC - CLASS B
BERKSHIRE HATHAWAY INC CLASS B
Berkshire Hathaway
Berkshire Hathaway Class B
Berkshire Hathaway Inc - Class B
Berkshire Hathaway Inc Cl B
Berkshire Hathaway Inc-Cl B
Berkshire Hathaway Ord Shs Class A

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