fortune.com ·
berkshire hathaway alphabet stock delta stock amazon shares ceo greg abel 13f q1
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AI insight
AI-generatedBerkshire Hathaway's Q1 13F filing reveals significant portfolio shifts under new CEO Greg Abel. The increased stake in Alphabet (GOOGL) signals confidence in tech advertising and cloud revenue streams. The large Delta Airlines purchase suggests a bet on travel recovery. Divestments from Amazon and Visa indicate a rotation away from e-commerce and payments. The small Macy's stake is a minor retail bet. These moves affect Berkshire's own asset management returns but do not directly impact the underlying companies' operations or margins. The commercial mechanism is portfolio allocation, not supply/demand or pricing power changes for the invested companies.
Signals our AI researcher identified
Extracted by our AI model from this article and related public sources — not direct quotes from the publisher.
- Berkshire Hathaway increased Alphabet stake to ~58 million shares worth ~$17 billion by end of Q1.
- Berkshire purchased over $2.6 billion in Delta Airlines stock.
- Berkshire divested from Amazon and Visa.
- Berkshire established a new stake in Macy's valued at ~$55 million.
- Berkshire's stock portfolio is valued at $280 billion.
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