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13F Filing13F FilingSEC sourceSEC 来源Source link原始来源August 14, 20262026/8/14by InvestLog AIInvestLog AI 整理

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.

📊 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.

This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考,不构成投资建议。