Warren Buffett is rebalancing Berkshire Hathaway’s portfolio as he approaches the end of his tenure as chief executive. The latest US regulatory filings, as reported by Bloomberg, reveal a familiar trend: increased selling in long-time favourites like Apple and Bank of America, alongside a notable new move - a multi-billion-dollar stake in Alphabet.

It’s a steady shift rather than a dramatic overhaul, but it hints at where Berkshire wants to place its conviction in the years ahead.

A new Google bet in the Berkshire mix

Berkshire disclosed a holding of 17.85 million Alphabet shares, worth about $4.9 billion at Friday’s close. For a company that long avoided most tech stocks, Alphabet’s addition stands out, especially as Google doubles down on AI, cloud, and data infrastructure.

The buy

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