张益嘉

#BerkshireHeavilyIncreasesAlphabetStake #BerkshireHeavilyIncreasesAlphabetStake Berkshire Hathaway heavily increased its Alphabet stake in Q1 2026 under new CEO Greg Abel, tripling its Class A shares to about $15 billion and adding a $1 billion position in Class C shares, bringing the total Alphabet holding to roughly $23 billion. This marks a major shift from Warren Buffett’s traditional avoidance of tech stocks and was part of a broader portfolio reshuffle where Berkshire exited 16 positions including Amazon, Visa, Mastercard, and UnitedHealth, while initiating a $2.6 billion stake in Delta Air Lines. The move reflects confidence in Alphabet’s search dominance, YouTube, and Google Cloud’s 63% YoY growth driven by AI, signaling a new investment approach under Abel.$BNB