Buffett retires, and Abel starts punching in! Check out the latest disclosed Berkshire Hathaway 13F filing—big moves in Q1 2026 as Berkshire reshuffles its investment portfolio: On one hand, they spent about $2.65 billion to build a position in Delta Air Lines. This marks Berkshire's first bet on airline stocks since it completely exited the four major U.S. airlines during the 2020 pandemic. On the other hand, they further increased their stake in Alphabet, Google's parent company, doubling down on their bet on Google. The filing shows that in Q1, Berkshire added over 36.4 million shares of Alphabet (GOOGL) Class A stock, a whopping 204% increase compared to the end of Q4. The market value of the holding surged to $15.6 billion, pushing Alphabet's ranking in Berkshire's portfolio from 10th in Q4 to 7th in Q1. The 13F also reveals that Berkshire has completely exited its position in Amazon, while also selling off Visa, Mastercard, UnitedHealth, Domino's Pizza, Pool Corp, Aon, and several other stocks. It’s clear that Abel and Weschler are optimistic about Google becoming a core asset in the AI era, while also focusing on a more concentrated portfolio with sharper risk-reward rebalancing. This post is sponsored by @bitget_zh: "Bitget for U.S. stocks—instant entry, seamless trading.