Core Insights - Berkshire Hathaway, led by Warren Buffett, has reduced its stake in Apple while initiating a position in Alphabet, as revealed in the 13F filing with the SEC [1] Group 1: Apple - In Q3, Berkshire Hathaway sold approximately 41.79 million shares of Apple, representing a reduction of over 14.9% compared to the end of Q2 [1] - The market value of Berkshire's Apple holdings decreased by about $10.6 billion [1] - Despite the sell-off, Berkshire still holds over 238 million shares of Apple, making it the largest position in their portfolio [1] Group 2: Alphabet - Berkshire Hathaway initiated a new position in Alphabet, acquiring approximately 17.85 million shares [1] - This marks the first time Berkshire has built a position in Google's parent company [1] - The market value of the Alphabet shares held by Berkshire is approximately $4.34 billion, accounting for 1.62% of their total holdings [1]
伯克希尔调整持仓:抛售苹果,建仓谷歌