⚡️Berkshire Hathaway, with $390 billion in cash, the latest overview of US stock holdings—
Significantly increased its position in Alphabet (the parent company of Google), with a position increase of 224.1%, and newly established positions in Delta Air Lines and Macy's;
At the same time, it significantly reduced its holdings in Chevron, Bank of America, etc., and completely sold out of Amazon, Mastercard, Visa, and 16 other stocks;
The core heavy-weight stocks such as Apple, Bank of America, Coca-Cola, Occidental Petroleum, Kraft Heinz, etc., overall remain stable.
Overall, Berkshire's current attitude towards the market can be summed up in four words—extreme defense.
While the US stock market hits new highs, it keeps selling, with the number of holdings plummeting from 42 to 29, shifting back to traditional industries!
Most notably, during this wave, besides Google, Berkshire missed out on all other AI market trends.
Rather hold cash than speculate on bubbles, waiting for a super unbeatable discount opportunity, this is fully demonstrating its viewpoint with a massive amount of real cash!
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