伯克希尔·哈撒韦在第二季度大幅增加了对谷歌母公司Alphabet的投资，二季度新购入约4810万股Alphabet股票[1]。截至6月30日，伯克希尔对Alphabet的总持股约1.06亿股，价值约376亿美元[1]。
除科技股外，伯克希尔还在房建领域进行了战略性投资调整[1]。其中，Lennar的持股在二季度增长近30%，同时在D.R. Horton建立了新持股，价值580,504美元[1]。此外，伯克希尔在7月完成了对房建商Taylor Morrison 68亿美元的收购[1]。
伯克希尔在二季度还对其他投资组合进行了调整[1]。该公司完全清空了Constellation Brands的632,890股持股，美国银行持股下降约6%，Ally Financial持股下降约6.9%，Capital One Financial持股削减58%[1]。同时，Delta Air Lines持股价值约53.7亿美元，Macy's持股价值约1.73亿美元[1]。
Berkshire Hathaway significantly expanded its position in Alphabet during the second quarter, purchasing approximately 48.1 million shares of the Google parent company and bringing its total holdings to roughly 106 million shares valued at approximately $37.6 billion as of June 30.[1] The investment increase came after the company agreed to a $1 billion Alphabet stock investment in June.[1]
Beyond its technology sector expansion, Berkshire made substantial moves across the homebuilding industry.[1] The company raised its stake in Lennar by nearly 30 percent during the quarter and established a new position in D.R. Horton valued at $580,504.[1] In July, Berkshire completed its $6.8 billion acquisition of homebuilder Taylor Morrison.[1] The company also adjusted several other portfolio positions, including increasing its Delta Air Lines holdings to approximately $5.37 billion in value and reducing its Bank of America stake by around 6 percent.[1] Additionally, Berkshire completely exited its position in Constellation Brands, which had comprised 632,890 shares, while cutting its Capital One Financial holdings by 58 percent.[1]