Berkshire's $37.8B Alphabet Stake and Druckenmiller's New Position Detailed in Q2 13Fs

3-line summary

• Berkshire Hathaway's Q2 13F showed it added roughly 48 million Alphabet shares, an 83% increase that brought its combined GOOGL/GOOG position to about 106 million shares worth $37.8 billion, or 10.2% of its equity portfolio, according to a 24/7 Wall St. report via Yahoo Finance.
• About 60% of the added shares came from Berkshire's $10 billion private placement with Alphabet in June earmarked for AI infrastructure, with the remaining roughly $7 billion bought on the open market.
• Separately, Stanley Druckenmiller's Duquesne Family Office initiated a new Alphabet position in Q2 alongside new stakes in AMD and Fox, while increasing its Amazon holding by more than 1,000% and nearly tripling its United Airlines stake, the report said.

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