Berkshire Hathaway, run by Warren Buffett, has shaken up its huge investment portfolio. The firm reported major changes in its stock holdings. Berkshire bought more shares in Alphabet, Google’s parent company. This shows growing confidence in the tech giant’s future.
However, the company also sold off more shares of Apple. Apple is still Berkshire’s largest single investment. But the continued selling suggests a shift. Berkshire is likely booking profits after a massive rally in Apple’s stock price.
This portfolio rebalancing is important for investors. It gives insight into how Buffett and his team see the market. They seem to be rotating funds. They are shifting capital from one successful tech company to another. This action supports the idea that Alphabet offers better growth value now. Meanwhile, they view Apple as having reached a high valuation.
