(Speculative)Berkshire Bought Alphabet Stock in Q2—and Maybe Microsoft Too - Barron’s

(I couldn’t find the right flair. So I labelling it as ai)

A speculative Barron’s article that perhaps Berkshire Hathaway might have bought MSFT. The truth will be out by tomorrow late afternoon as the deadline for filing the 13F.

Here is the pertinent quote:

*Assuming Berkshire bought additional Alphabet stock beyond the disclosed $10 billion, that would leave about $7 billion in unaccounted-for purchases that could be disclosed Friday.*

*One possible purchase is Microsoft —there is some speculation that Berkshire took advantage of Microsoft’s depressed stock in the second quarter to establish a position.*

*The unaccounted-for new equity holdings likely are concentrated in the category of what Berkshire calls commercial, industrial, and other. That is one of three categories of its equity holdings, along with consumer and financial. Berkshire disclosed a sizable increase in its cost basis of commercial and industrial stocks in its second quarter 10-Q, showing that it was a buyer of stocks in that category.*

https://www.barrons.com/articles/berkshire-hathaway-alphabet-microsoft-stock-52115df5