Group 1 - Berkshire Hathaway acquired a new stake in Alphabet, purchasing 17.9 million shares valued at approximately $4.3 billion at the end of the quarter, leading to a 1.4% increase in Alphabet's shares [1] - Alphabet has become a top 10 holding for Berkshire Hathaway and represents the firm's largest new tech position since its initial investment in Apple [2] - Berkshire Hathaway reduced its stake in Apple by selling 42 million shares, which is 15% of its total position, although Apple remains the largest investment for the firm [2] Group 2 - CO2 increased its stake in Alphabet by 250% during the quarter, resulting in a stake worth over $1 billion, while other firms like Bow Post, Pershing Square, and Appaloosa reduced their holdings in Alphabet [3] - Viking dissolved an $850 million stake in Amazon but established a new stake in Microsoft worth over $1 billion and increased its exposure to Meta by 250% [4] - Berkshire Hathaway trimmed its position in Bank of America by 6.1%, bringing its total holding to $29 billion [4]
Berkshire Hathaway takes new stake in Alphabet, decreases Apple stake in Q3