Carmon Schmerer gpBA

#BerkshireHeavilyIncreasesAlphabetStake Berkshire Hathaway sharply increased its stake in Alphabet during Q1 2026, according to its latest 13F filing. Key details: Berkshire reportedly increased its Alphabet holdings from about 18 million shares to roughly 58 million shares. The position is now valued around $16.6B–$23B depending on share class and filing interpretation. The move happened during the first quarter under new CEO Greg Abel, after Warren Buffett stepped down from the CEO role earlier this year. The filing also showed Berkshire: Opened a major new stake in Delta Air Lines Exited positions in Amazon, Visa, Mastercard, and UnitedHealth Group Reduced its position in Chevron Investors are interpreting the Alphabet increase as a strong long-term AI and digital advertising bet, especially given Alphabet’s positioning in search, cloud, and AI infrastructure. Reddit and investing forums also reacted strongly to the filing, with many highlighting the scale of the Alphabet increase and the surprise Amazon exit.