Berkshire Hathaway Q2 2026 13F: largest position changes巴菲特 (Berkshire Hathaway) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜巴菲特 (Berkshire Hathaway)

截至2026年6月30日｜美股多头市值 $299.3B

重点增持

• 加仓 +45%｜谷歌 (GOOGL)｜期末 $28.2B

• 加仓 +658%｜谷歌 (GOOG)｜期末 $9.6B

• 加仓 +44%｜达美航空 (DAL)｜期末 $5.4B

重点减持

• 减仓 -22%｜克罗格公司 (KR)｜期末 $3.6B

• 减仓 -58%｜第一资本金融公司 (COF)｜期末 $1.3B

• 减仓 -52%｜纽柯钢铁 (NUE)｜期末 $661M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Berkshire Hathaway

as of 2026-06-30 | reported long value $299.3B

Largest additions

• Shares +45% | Google (GOOGL) | quarter-end $28.2B

• Shares +658% | Alphabet Inc. (GOOG) | quarter-end $9.6B

• Shares +44% | Delta Air Lines, Inc. (DAL) | quarter-end $5.4B

Largest reductions

• Shares -22% | The Kroger Co. (KR) | quarter-end $3.6B

• Shares -58% | Capital One Financial Corporat… (COF) | quarter-end $1.3B

• Shares -52% | Nucor Corporation (NUE) | quarter-end $661M

Note: 13F is a delayed quarter-end holdings snapshot.