Warren Buffett’s Berkshire Hathaway has made a series of sweeping portfolio changes, opening a significant new position in one of the world’s largest technology companies while fully exiting stakes across tech and financial services.
Fresh 13F data from the U.S. Securities and Exchange Commission (SEC) shows that Berkshire opened a new position in Alphabet’s Class C shares (GOOG), acquiring 3,585,215 GOOG shares valued at $1.028 billion, in Q1 of this year.
Berkshire also added to its stake in Alphabet’s Class A shares (GOOGL), gobbling up 36,403,656 GOOGL shares worth $10.014 billion last quarter. In total, Berkshire’s stake in Alphabet is worth over $16.62 billion as of Q1 of 2026.
The new Alphabet position comes alongside Berkshire’s fresh stake in Delta Air Lines (DAL), acquiring 39,809,456 DAL shares valued at $2.646 billion.
In Q1, Berkshire also opened a new position in Macy’s (M), picking up 3,038,355 M shares valued at $54.963 million, while meaningfully increasing its New York Times (NYT) holdings by 199%, adding 10,080,791 NYT shares to bring its total stake to 15,146,535 shares valued at $1.268 billion.
On the sell side, the most significant moves are complete exits across several major names. Berkshire fully exited its position in Visa (V) in Q1, selling all 8,297,460 V shares previously valued at $2.910 billion.
Berkshire also dumped 100% of its Mastercard (MA) holdings over the same time frame, unloading all 3,986,648 shares previously valued at $2.275 billion. Warren Buffett’s firm also fully exited Amazon (AMZN), selling all 2,276,000 shares previously valued at $525.346 million.
Berkshire also completely liquidated its holdings in UnitedHealth Group (UNH), Domino’s Pizza (DPZ), Aon (AON), and Pool Corp (POOL) during the quarter.
Photo by Mitchell Luo on Unsplash
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