BERKSHIRE JUST TRIPLED HIS GOOGLE POSITION AND EXITED VISA, MASTERCARD, AND UNITEDHEALTH
Here are their updated largest holdings and every move they made in Q1 2026:
Top 10 holdings:
🥇 Apple $AAPL: $57.8B
🥈 American Express $AXP: $45.9B
🥉 Coca-Cola $KO: $30.4B
4. Bank of America $BAC: $25.0B
5. Chevron $CVX: $17.5B
6. Occidental Petroleum $OXY: $17.2B
7. Alphabet $GOOGL: $15.6B (+204% shares)
8. Chubb $CB: $11.2B
9. Moody's $MCO: $10.8B
10. Kraft Heinz $KHC: $7.3B
New positions:
- Delta Air Lines $DAL: $2.65B
- Alphabet $GOOG Class C: $1.03B
- Macy's $M: $55M
Biggest adds:
- Google $GOOGL: +204% shares
- New York Times $NYT: +199%
- Lennar $LEN: +43%
- Occidental Petroleum $OXY: +58% value (price)
- Lennar $LEN-B: +31% shares
Biggest trims:
- Constellation Brands $STZ: -95% shares
- Nucor $NUE: -39%
- Chevron $CVX: -35%
Full exits:
- Visa $V: $2.91B
- Mastercard $MA: $2.28B
- UnitedHealth $UNH: $1.66B
- Domino's Pizza $DPZ: $1.40B
- Aon $AON: $1.27B
- Pool Corp $POOL: $702M
- Amazon $AMZN: $525M
- Heico $HEI-A: $327M
- Liberty Media $FWONK: $297M
- Charter Communications $CHTR: $221M
- Lamar Advertising $LAMR: $152M
- Allegion $ALLE: $124M
- Diageo $DEO: $20M
The rotation: out of payments ($V, $MA), healthcare ($UNH), and consumer discretionary. Into Alphabet at scale, a fresh Delta Airlines bet, and select industrials/homebuilders.
The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU at $86 & is now up 770%
Jensen is now calling for these 3 companies to squeeze in 2026:
$NOW at $90
$CRWV at $114
$IREN at $60
These names are most likely the next 10x setups.
Don’t miss out…
These are the 5 largest holdings in Nvidia's $13 billion 13F equity portfolio:
1. Intel Corporation (INTC): By holding over 214 million Intel shares, Nvidia is now one of Intel's largest shareholders.
2. CoreWeave (CRWV): By owning a large chunk of a specialized cloud provider, Nvidia effectively controls a massive portion of the available Al compute supply that startups and enterprises lease.
3. Synopsys (SNPS): Nvidia's $2.3 billion stake in Synopsys solidifies its grip on the software used to design chips.
4. Nokia (NOK): Nvidia made a $1 billion investment in Nokia in October 2025 as part of a major partnership. Partnering with Nokia allows Nvidia hardware to sit at the "edge" of global 5G and 6G infrastructure.
5. Nebius Group (NBIS): This stake helps Nvidia maintain a strong footprint in European data centers, providing localized Al compute power to meet regional regulatory and sovereignty needs.
Semana con abundante información relevante, la atención se centrará entre decisiones de política monetaria y PIB, en diversos países. Semana muy agitada!!!
#TRMX#BolsaMX#Traders
Mark my words. These 5 stocks will create millionaires by 2030:
$NBIS at $153 - The fastest growing company in the world. $NVDA Co-op. Capacity ALREADY booked out for years to come.
The best AI Investment in the entire market.
$APP at $447 - AI-driven marketing and audience growth for apps and e-commerce.
The highest net margin out of every company.
Fastest growing SaaS name besides $PLTR.
$HIMS at $31 - Setting up to dominate consumer healthcare. Partnerships with $NVO and Integration of $LLY products. Peptides are coming next.
This is a $100 Billion company in the making.
$XPEV at $17 - Physical AI in EV's, Humanoids and eVTOL's. Great tech for a gigantic pipeline, one of the most overlooked AI and Robotics companies in the entire market.
$OSCR at $17 - AI driven health insurance disruptor. Guiding for 60% growth in 2026, as well as profitability.
Primed for high-margin compounding in a trillion-dollar market.
Save this.
Come back in 2023.
$CRWV will be one of those generational wealth making investment opportunities.
Maintaining 167% YoY revenue growth, $3.6B in cash on hand, & a $6.3B contract signed by $NVDA you cannot be bullish enough.
Nvidia even bought $2B of equity into $CRWV in January.
$320-$360 by Early 2027.
Mark it…
$HIMS I don’t have a position in HIMS, but I am highly considering it after going through its fundamentals.
Here is my fundamental analysis:
Like if you find value in this
$NVDA says no company has shaped how the world tells stories more than $ADBE.
Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.
$NOW just posted:
• Revenue growth: +22% YoY
• Subscription revenue: +22% YoY
• RPO: +25% YoY
• CEO says AI growth is “far exceeding expectations”
Stock: -15% after hours.
This market is absolutely ruthless on software earnings right now.