卖苹果、买谷歌，巴菲特卸任前为芒格“圆梦”

Group 1 - Berkshire Hathaway has built a position of $4.3 billion in Google stock as of the end of Q3 2023, while continuing to reduce its stake in Apple [1][2] - Google has become Berkshire's 10th largest holding, while Apple remains the largest [1] - Warren Buffett's investment in Google contrasts with his traditional value investing approach, as he typically avoids high-growth companies [1] Group 2 - Buffett sold approximately $11 billion worth of Apple stock in Q3 2023, marking the second consecutive quarter of reductions [2] - As of the end of Q3, Berkshire's stake in Apple is valued at about $61 billion, having sold over two-thirds of its holdings since 2023 [2] - Other major holdings of Berkshire include American Express, Bank of America, and Coca-Cola, with no significant changes in these positions [2] Group 3 - Apple is preparing for a leadership transition as CEO Tim Cook, who has led the company for over 14 years, may step down as early as next year [3] - John Ternus, Apple's Senior Vice President of Hardware Engineering, is considered a likely successor to Cook, although no final decision has been made [3]