Alphabet Inc Class CGOOG
▲ ポジティブ資本関連度
Berkshire increased its Alphabet position by 83%, indicating strong conviction.
資産への影響 6
Artificial Intelligence
Alphabet Inc Class C
NVIDIA CorporationNVDA
言及
Energy Transition & Power Demand
Berkshire Hathaway IncBRK-B
▲ ポジティブ資本関連度
Berkshire Hathaway's portfolio increased, with stakes in Delta, Lennar, and NYT raised, reflecting active management.
Industrials
Delta Air Lines IncDAL
▲ ポジティブ資本関連度
Berkshire increased its stake in Delta by 44%, signaling confidence in the airline.
Consumer Discretionary
Lennar CorporationLEN
▲ ポジティブ資本関連度
Berkshire grew its Lennar position by 43%, showing confidence in the homebuilder.
Communication Services
New York Times CompanyNYT
▲ ポジティブ資本関連度
Berkshire lifted its New York Times stake by 4%, increasing its ownership to 9.8%.