Berkshire Hathaway (NYSE: BRK.A, BRK.B) has posted a new quarterly 13F filing, reporting new bets, expanded existing positions, and major exits alike.
Among the most significant moves was likely the one related to Alphabet (NASDAQ: GOOGL), as the Omaha company has increased its position in Google’s parent company by 224% the past quarter.
More specifically, by the end of 2025, Berkshire’s Alphabet position stood at 17.8 million shares valued at $5.6 billion. By March 31, it had surged to nearly 58 million shares, worth about $17 billion.
The outsized increase in Alphabet exposure signals a potential shift in Berkshire’s attitude to technology under new CEO Greg Abel, who is already known for his opinion that artificial intelligence (AI) investments should only be pursued where demonstrable value can be identified.
Berkshire Hathaway stock portfolio updates
The quarterly reshuffle was, in general, among the most notable ones in recent history and came just as Greg Abel assumed the CEO role on January 1, leaving Warren Buffett as chairman.
Notably, the filing revealed a broad wave of exits across financials, healthcare, consumer, and media names. For example, Berkshire fully unwound positions in Visa (NYSE: V), UnitedHealth (NYSE: UNH), and Amazon (NASDAQ: AMZN), which Buffett had already slashed by 77% in late 2025.
Chevron (NYSE: CVX) saw the largest reduction in dollar terms, the position getting trimmed by 35% as more than $8 billion worth of shares was sold.
As for new and expanded positions, the firm initiated a new 39.8 million-share stake in Delta Air Lines (NYSE: DAL), worth roughly $2.8 billion, marking its first return to the airline sector since Buffett exited all carrier holdings during Covid-19.
Greg Abel continues Warren Buffett’s legacy
Speaking at Berkshire’s annual meeting earlier this month, Greg Abel said he continues to regularly consult Warren Buffett on investment decisions.
“He’s in the office every day, so we’re talking every day if I’m in Omaha. We’re always connecting. If I’m traveling, I often check in just to catch up on what he’s seeing, what he’s hearing. So if it’s not every day, it’s every couple of days,” Greg told investors.
Impressively, Berkshire ended the period with a record $397 billion cash pile, according to its first-quarter operating results.
However, it must be noted that Berkshire shares have struggled to keep pace with the broader market, underperforming the S&P 500 by roughly 10% since Buffett’s retirement.
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