Berkshire's Q2 update dropped. They net bought about $20B in stocks, and roughly half of that — around $10B — went straight into GOOGL.
Top five holdings as of the end of June: $Alphabet(GOOGL)$ , $American Express(AXP)$ , $Apple(AAPL)$ , $Bank of America(BAC)$ , KO. Alphabet is now officially in the top tier.
Interesting shift after years of being mostly a net seller.
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