Berkshire Hathaway Inc. (BRK.B), Oracle Corporation (ORCL): Mega-Fund’s $1.2B Equity Portfolio Bullish On These Stocks

The cloud computing space is growing more crowded by the day, it seems, as companies realize the cost-savings and efficiencies they can achieve through the services. Oracle’s chief competitors are Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), Google Inc (NASDAQ:GOOG), Rackspace Hosting, Inc. (NYSE:RAX) and salesforce.com, inc. (NYSE:CRM).

Owning about 2.7 million shares of Wells Fargo & Co (NYSE:WFC), the value of this holding for SQ Advisors is roughly $95 million. All eyes have been on the company’s earnings for the first quarter. Specifically, investors and traders were looking to see how the bank’s mortgage business fared. Over the course of 2012, the bank originated roughly $524 billion in mortgages. That’s about a third of all of the mortgages in the U.S. In its Q1 results, Wells Fargo reported solid EPS of 92 cents, outpacing consensus estimates of 88 cents, but revenues missed by 1.5%.

On tax day, April 15th , Charles Schwab Corp (NYSE:SCHW) will report its earnings for the first quarter. As the provider of several financial services, including securities brokerage, banking, money management, and financial advisory services, the firm has an impressive market cap of roughly $22 billion. Its peers include E TRADE Financial Corporation (NYSE:ETFC) and TD Ameritrade Holding Corp. (NYSE:AMTD).

On the whole, SQ’s position in Schwab is its fifth largest, but the company’s year-to-date performance has been impressive, returning over 16%. The rest of this hedgie’s top picks–Wells Fargo, Oracle, TE Connectivity and Berkshire Hathaway Inc. (NYSE:BRK.B) — each represent a respectable play in their own right. To see the fund’s entire 13F portfolio, continue reading here, on Insider Monkey.

Disclosure: none