BTC $63,063.23 +0.09%
ETH $1,881.43 +0.01%
BNB $605.71 -0.72%
XRP $1.00 -0.27%
SOL $75.55 +0.27%
TRX $0.3307 -0.64%
DOGE $0.0697 -0.70%
ADA $0.1770 -2.02%
BCH $203.26 -1.24%
LINK $9.40 -1.49%
HYPE $56.92 +0.59%
AAVE $86.37 -0.61%
SUI $0.6757 -1.37%
XLM $0.1568 -1.29%
ZEC $486.60 -1.27%
BTC $63,063.23 +0.09%
ETH $1,881.43 +0.01%
BNB $605.71 -0.72%
XRP $1.00 -0.27%
SOL $75.55 +0.27%
TRX $0.3307 -0.64%
DOGE $0.0697 -0.70%
ADA $0.1770 -2.02%
BCH $203.26 -1.24%
LINK $9.40 -1.49%
HYPE $56.92 +0.59%
AAVE $86.37 -0.61%
SUI $0.6757 -1.37%
XLM $0.1568 -1.29%
ZEC $486.60 -1.27%

j

All
Article
Flash

Berkshire's first major portfolio adjustment revealed, spending $17 billion in the second quarter to bet on Google

Berkshire Hathaway submitted its 13F holdings report for the second quarter of 2026 to the U.S. SEC. The data shows that in the second quarter after Warren Buffett stepped down, the company's investment portfolio underwent significant adjustments, with a large purchase of Google’s parent company Alphabet, while reducing positions in the financial and consumer sectors.As of June 30, 2026, the total market value of Berkshire's stock holdings rose to $29.9 billion, up from $26.3 billion in the previous quarter. In the second quarter, the company added one new position, increased holdings in seven stocks, reduced holdings in six stocks, and completely sold out of one target, with the top ten holdings accounting for as much as 88.74%.Among them, Alphabet became the biggest highlight. In the second quarter, Berkshire cumulatively increased its holdings of Alphabet Class A and Class C shares by approximately 48.1 million shares, with the new holdings valued at over $17 billion, pushing Google to replace Bank of America as Berkshire's fourth-largest holding. Currently, its top five holdings are Apple, American Express, Coca-Cola, Alphabet, and Bank of America. In addition to Google, Berkshire also slightly increased its holdings in Delta Air Lines, Lennar, and Macy's. The increase in Delta Air Lines has attracted attention, as the market believes this move may reflect the company's optimism about the recovery of air travel demand and improvement in corporate operations.On the reduction side, Berkshire focused on cutting positions in the financial and consumer sectors in the second quarter. Among them, Bank of America saw a reduction of about 30.2 million shares, with the holding ratio decreasing by 5.89%, corresponding to a market value of about $1.72 billion, making it the largest reduction target; First Capital Financial reduced about 4.2 million shares, with the holding ratio decreasing by about 58%; at the same time, it reduced about 11 million shares of Kroger, with the holding size decreasing by about 22%.The market believes that Berkshire ended a streak of 14 consecutive quarters of net stock selling in the second quarter and net bought nearly $20 billion in stocks, indicating that the new leader Greg Abel is pushing the portfolio towards a technology growth direction, marking a shift in asset allocation in the "post-Buffett era."

first_img JPMorgan Chase Q2 disclosed an increase in holdings of Bitcoin and Ethereum ETFs, re-entered XRP, and established a new position in Solana

According to Coinpedia, JPMorgan, with an asset management scale of approximately $5.1 trillion, submitted its Q2 13F filing to the SEC, showing significant adjustments in its crypto-related ETF holdings. In terms of Bitcoin, the bank held approximately 10.4 million shares of BlackRock's IBIT as of June 30, valued at about $355.7 million, up from about 8.3 million shares and nearly $162 million in Q1; the number of IBIT call options increased to about 3.94 million, while put options decreased from about 4.75 million to about 3.5 million.Regarding Ethereum, JPMorgan held nearly 1.17 million shares of BlackRock's ETHA, valued at approximately $14.3 million, a significant increase of 338% compared to the previous quarter, but the value of Bitcoin positions still exceeds that of ETHA by more than twenty times. For XRP, after the related positions were reduced to zero in Q1, the bank re-established its holdings, holding small shares of Bitwise XRP ETF and Grayscale XRP Trust ETF, as well as approximately 19,900 shares of Armada Acquisition Corp II related to Ripple-supported trading, valued at about $207,000.In addition, the filing also showed that JPMorgan established a new position in Bitwise Solana Staking ETF, holding about 47,500 shares. The article also mentioned that there has been a recent net outflow from the U.S. spot Bitcoin ETF, with the next 13F covering Q3 expected to be disclosed in November.
app_icon
ChainCatcher Building the Web3 world with innovations.