Berkshire Hathaway Boosts Alphabet Stake by 36M Shares to 5.93%, Establishes New Position in Delta Air Lines in Q1

According to Berkshire Hathaway's first-quarter 13F filing released on May 16, the conglomerate increased its stake in Alphabet (GOOGL) by over 36 million shares, raising its ownership from 2.04% to 5.93%. The firm also established a new position in Delta Air Lines (DAL), purchasing 39.8 million shares valued at approximately $2.65 billion, while fully exiting Amazon (AMZN), Visa (V), Mastercard (MA), and UnitedHealth (UNH).

Berkshire's overall U.S. equity portfolio declined to $26.3 billion from $27.4 billion in the prior quarter. The firm deployed approximately $16 billion in purchases against $24 billion in sales, resulting in net selling of roughly $8.15 billion. Its portfolio concentration increased significantly, with holdings shrinking from 42 to 29 positions. Apple remained the top holding.