Google becomes Buffett's new position in Q3! The 13F report reveals that Berkshire continues to reduce its holdings in Apple, with cash levels reaching a new high.

Warren Buffett, the stock god, leading Berkshire Hathaway, submitted the third quarter 13F holdings report to the SEC on the 14th. The content shows that the company continues to significantly reduce its holdings in Apple and has built a position in Google’s parent company Alphabet (GOOGL) for the first time, becoming the new position with the highest purchase by Berkshire in the third quarter. In the last quarter led by Buffett, Berkshire bought $6.4 billion and sold $12.5 billion, continuing to be a net seller for 12 consecutive quarters, with the company's cash level increasing to a record $381.7 billion.

Berkshire's Apple shares drop another 15%, with market value decreasing to 60.7 billion dollars.

According to the reported data, Berkshire reduced its holdings in Apple by 41.79 million shares in the third quarter, a decrease of 15% compared to the end of the second quarter. The related position value also shrank by 10.6 billion dollars to 60.7 billion dollars.

Berkshire has frequently adjusted its position in APPLE over the past two years:

Significant reduction in Q2 and Q3 of 2024

The shareholding remains unchanged in Q4 2024 and Q1 2025.

2025 Q2 Restart Reduction

Large-scale selling again in Q3 2025

Nevertheless, as of the end of the third quarter, Berkshire still held more than 238 million shares of Apple, remaining the company's largest holding.

Berkshire Hathaway reduced its stake by 6%, and cash levels have reached a new high.

Among the top ten holdings, besides Apple, in the third quarter, Berkshire also reduced its holdings in Bank of America by approximately 37.2 million shares, a decrease of 6.15%, bringing the market value down to 30 billion USD. Over the past year, Berkshire has cumulatively reduced its stake in Bank of America by more than 40%, from 1.03 billion shares down to 568 million shares, but it still remains the company's third-largest core holding. During the period from July to September, Berkshire bought stocks worth 6.4 billion USD and sold 12.5 billion USD, marking 12 consecutive quarters as a net seller, with the company's cash level rising to a record 381.7 billion USD.

Berkshire builds a position in Alphabet with 17.85 million shares, becoming the largest buyer in Q3.

The biggest highlight of this season is Berkshire Hathaway's rare increase in technology giants, establishing a position in Alphabet for the first time. They bought 17.85 million shares, worth about $4.34 billion, accounting for approximately 1.62% of the overall investment portfolio, making it into Berkshire's top ten holdings.

This layout is surprising, as Buffett has always been reserved about tech stocks and has admitted that missing out on Google was a mistake made by Berkshire. The market generally believes that the buying of Alphabet is more likely to be handled by Berkshire's two chief investment officers, Todd Combs and Ted Weschler, who were also the driving forces behind Berkshire's investment in Amazon in 2019.

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