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Berkshire Boosts Alphabet, Buys Delta, Exits Visa and Amazon

1 reports · First detected 2026-05-16 · Last active 2026-05-16

Berkshire Hathaway’s quarterly 13F is a closely watched window into the conglomerate’s U.S.-listed equity portfolio, although it does not disclose transaction prices or identify who made each decision. The report for the first quarter of 2026 is the first under Chief Executive Greg Abel, who succeeded Warren Buffett on Jan. 1 while Buffett remained chairman. Its reshaping carries added significance after investment manager Todd Combs left in late 2025, offering an early gauge of Berkshire’s post-Buffett portfolio direction.

In a filing submitted to the U.S. Securities and Exchange Commission on May 15, Berkshire reported 29 holdings worth $263.10 billion as of March 31. Its Alphabet position rose to nearly 57.84 million Class A and Class C shares valued at about $16.63 billion. Berkshire also opened a 39.81 million-share stake in Delta Air Lines worth $2.65 billion, returning to airlines after its 2020 exit. It eliminated Amazon.com, Visa and Mastercard, while cutting Chevron by about 35%.

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1 original reports
ABMEDIA.IO 2026-05-16
後巴菲特時代首份13F，波克夏買入達美航空、GOOG，獲利了結雪佛龍

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Berkshire Ends 14-Quarter Selling Streak With $10 Billion Alphabet Bet2026-08-10 · 2 reports · similarity 0.80

Berkshire Hathaway had been a net seller of equities for 14 consecutive quarters, building a formidable cash reserve as elevated valuations limited opportunities for large-scale investment. The shift under new Chief Executive Greg Abel is therefore an early test of Berkshire’s post-Warren Buffett capital-allocation strategy. Alphabet, with its advertising cash flow and expanding artificial-intelligence business, offers the conglomerate both durable earnings and exposure to technology-led growth.

In the second quarter of 2026, Berkshire reversed that pattern by purchasing about $20 billion more in stocks than it sold. Abel directed roughly $10 billion toward a new Alphabet position, immediately placing the Google parent among Berkshire’s five largest equity holdings. The company also repurchased $4.5 billion of its own shares during the quarter, signaling a faster deployment of capital after years of cash accumulation.

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