Warren Buffett's Berkshire Hathaway has reshuffled its portfolio. New 13F filings reveal the firm bought $1.02 billion in Google shares and $2.6 billion in Delta Air Lines.
These two positions alone account for roughly $3.675 billion. Berkshire also held $11.87 billion in additional Google stock.
Meanwhile, the firm fully exited its stakes in Amazon, Visa, Mastercard, UnitedHealth, the Atlanta Braves, and Domino's.
As of March 31, the portfolio held 29 positions valued at $263.1 billion, down from 42 holdings at the end of 2025.