BERKSHIRE HATHAWAY DISCLOSES Q2 PORTFOLIO

Berkshire reported a $299.3B U.S. equity portfolio as of June 30.

Notable additions by share count:

$GOOGL +45% → $28.2B | 9.4% of portfolio
$GOOG +658% → $9.6B | 3.2%
$DAL.US +44% → $5.4B | 1.8%
$LEN.US +30% → $1.2B | 0.4%
$M +142% → $173M

Notable cuts:

$COF -58% → $602M
$NUE -52% → $414M
$KR -22% → $2.2B
$BAC -6% → $27.5B

Alphabet is now worth ~$37.8B combined, or 12.6% of Berkshire’s reported equity portfolio.