Berkshire Hathaway significantly increased its stake in Alphabet in Q1 and liquidated its Amazon holdings.
CoinFeed reported on May 16th that, according to Jinshi, Berkshire Hathaway's first-quarter holdings report (13F) showed that Berkshire increased its holdings in Alphabet (GOOGL.O), The New York Times, and other stocks in the first quarter. Alphabet saw an increase of over 36 million shares, raising its stake from 2.04% to 5.93%. Berkshire sold off its holdings in Amazon (AMZN.O), Visa (V.N), Mastercard (MA.N), and UnitedHealth Group (UNH.N). It reduced its holdings in Chevron (CVX.N) and Bank of America (BAC.N). It established a position in Delta Air Lines (DAL.N), buying 39.8 million shares, with a market value of approximately $2.65 billion. Its holdings in Apple (AAPL.O) remained unchanged, ending three consecutive quarters of reductions, and Apple remains its largest holding.