Overview
- Berkshire disclosed a new position of 17.8 million Alphabet shares valued at $4.3 billion as of September 30, according to regulatory filings.
- The firm reduced its Apple holding to 238.2 million shares, yet Apple remained its largest position at $60.7 billion.
- Trading data showed Berkshire bought about $6.4 billion of stock and sold about $12.5 billion in the quarter, marking a twelfth straight quarter as a net seller.
- Cash holdings climbed to a record $381.7 billion, underscoring the scale of dry powder available for future investments.
- The filing is the last portfolio snapshot before Warren Buffett’s expected year-end retirement, with Greg Abel set to inherit a sizable cash reserve and a newly added Google stake.