[Berkshire Q1 Significantly Increases Alphabet Holdings, Establishes New Position in Delta Air Lines, Exits Amazon] Odaily Planet Daily reports that according to Berkshire Hathaway's Q1 holdings report (13F), Berkshire significantly increased its holdings in Alphabet (GOOGL.O) and The New York Times during the first quarter. Alphabet saw an increase of over 36 million shares, with its portfolio weight rising from 2.04% to 5.93%. Meanwhile, Berkshire fully exited its positions in Amazon (AMZN.O), Visa (V.N), Mastercard (MA.N), and UnitedHealth (UNH.N). It also reduced its holdings in Chevron (CVX.N) and Bank of America (BAC.N). Additionally, Berkshire established a new position in Delta Air Lines (DAL.N), purchasing 39.8 million shares with a portfolio value of approximately $2.65 billion. Overall, as of the end of Q1, Berkshire's U.S. equity portfolio was valued at $26.3 billion, down from $27.4 billion in the previous quarter. During the quarter, the company purchased approximately $16 billion worth of stocks, sold about $24 billion, and had a net sell-off of roughly $8.15 billion. The number of holdings dropped sharply from 42 to 29, reflecting a significant increase in portfolio concentration. (Jin10)