Xin Lang Cai Jing·2025-11-14 23:37Group 1 - Berkshire Hathaway disclosed a new investment in Alphabet, with a holding size of $4.3 billion, making it the 10th largest stock investment in the portfolio [1] - The investment is believed to be driven by investment managers Todd Combs and Ted Weschler, who have been increasingly active in the tech sector [1] - Alphabet's stock price has surged 46% this year, benefiting from strong demand for artificial intelligence and growth in its cloud computing business [1] Group 2 - Despite increasing its stake in Alphabet, Berkshire continued to significantly reduce its position in Apple, selling approximately 15% and bringing its investment down to $60.7 billion [2] - Berkshire has been a net seller for 12 consecutive quarters, reducing its holdings in other companies like Bank of America by about 6% [2] - The upcoming transition of CEO from Warren Buffett to Greg Abel raises questions about potential changes in investment strategy, with the new investment in Alphabet seen as a possible signal of a shift towards embracing technology [2]