Buy GOOGL by Aug 15, 2026.

Berkshire’s Q1 2026 13F had a few surprisingly clear signals. The biggest one: GOOGL. Berkshire increased its Google position from 17.8M shares to 54.2M shares. That is a +204% increase, taking the position from about $5.6B to $15.6B. That is not a tiny starter bet. That is roughly $10B added in one quarter. The second surprise: DAL. Berkshire opened a new Delta position worth about $2.65B. That is notable because Buffett famously dumped the airlines in 2020 and said he …