The Buffett Pivot | Inside Berkshire Hathaway's Portfolio Transformation

Warren Buffett's Berkshire Hathaway has undergone one of its most significant portfolio restructurings in recent memory. Over the past 18 months, Berkshire systematically exited or sharply reduced positions in technology and growth names — cutting its Apple stake by over 60 per cent, slashing Amazon holdings by more than 75 per cent, fully exiting China's BYD, and trimming VeriSign. In their place, Buffett and his team have rotated into a mix of traditional value plays, energy, insurance, healthcare, media, and notably, a US$5.6 billion bet on Alphabet. The conglomerate's cash pile has swelled to a record US$381.7 billion, while its largest acquisition since Alleghany — the US$9.7 billion purchase of OxyChem — signals renewed appetite for industrial assets. As Buffett prepares to hand the CEO role to Greg Abel, these moves offer a window into how Berkshire is positioning for a new era.

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