Although Berkshire benefited from capital escaping from the AI sector, a major stock in its portfolio was hit hard. Google's parent company Alphabet lost about 500 billion US dollars in market value on Thursday, and its stock price plummeted by nearly 13%, its worst single-day performance since it went public in 2004. Buffett opened a position in Alphabet last year and continued to increase its position through a $10 billion private placement in the second quarter of this year. The market value of Berkshire's Alphabet holdings reached 40 billion US dollars at the peak of the third quarter in early August. Since the high point, the market value of this position has shrunk by a quarter and fell back to 29.6 billion US dollars on Friday. It is currently Berkshire's fourth largest stock holding. The market value of Coca Cola's holdings has steadily risen to the third-largest position: it has risen nearly 16% since the low of US$32.5 billion at the end of July, and the current market value is US$37.6 billion. According to estimates, the cost of Berkshire's purchase of Alphabet is likely to be higher than 300 US dollars/share, or even close to 320 US dollars/share. This investment is currently losing money.

Although Berkshire benefited from capital escaping from the AI sector, a major stock in its portfolio was hit hard. Google's parent company Alphabet lost about 500 billion US dollars in market value on Thursday, and its stock price plummeted by nearly 13%, its worst single-day performance since it went public in 2004. Buffett opened a position in Alphabet last year and continued to increase its position through a $10 billion private placement in the second quarter of this year. The market value of Berkshire's Alphabet holdings reached 40 billion US dollars at the peak of the third quarter in early August. Since the high point, the market value of this position has shrunk by a quarter and fell back to 29.6 billion US dollars on Friday. It is currently Berkshire's fourth largest stock holding. The market value of Coca Cola's holdings has steadily risen to the third-largest position: it has risen nearly 16% since the low of US$32.5 billion at the end of July, and the current market value is US$37.6 billion. According to estimates, the cost of Berkshire's purchase of Alphabet is likely to be higher than 300 US dollars/share, or even close to 320 US dollars/share. This investment is currently losing money.