POPA Recon✔️Berkshire portfolio cataclysm? Q113F Key changes arrangement
✔️Berkshire portfolio cataclysm? Q113F Key changes arrangement Berkshire Hathaway Q1 2026 13F 공개 1️⃣ Alphabet (GOOGL) Significantly expanded • Increase the share by +204% • It is interpreted as a move to increase AI / Big Tech exposure 2️⃣ New purchase • Delta Air Lines / Macy’s / Alphabet 신규 진입 3️⃣ Large stock arrangement • Reduce Chevron weight • Visa / Mastercard sold out completely • AMZN/UNH/DPZ position liquidation 4️⃣ Select and Focus • Port Size $274B → $263B down • Number of stocks in possession decreased ✍️Greg Abel CEO system is the first 13F, drawing more attention. However…
The excerpt is quoted from a public Telegram channel, which owns its text.