Berkshire Hathaway’s $266 billion very concentrated 40 stock portfolio added two new stocks. Warren Buffett was a net seller of stocks for the eight quarters straight.

That might explain why the Bill & Melinda Gates Foundation has Berkshire as its second biggest holding, behind only Microsoft. As of the latest reporting period, the foundation owns 24.6 million shares of Berkshire worth around $10 billion, making up 21% of its total portfolio.

Shares of Domino's Pizza jumped after Warren Buffett’s Berkshire Hathaway disclosed a new position in the chain. The investment conglomerate also took a stake in Pool Corp., and cut its position in Ulta Beauty.