According to Berkshire Hathaway's first-quarter holdings report (13F), Berkshire increased its holdings in Alphabet (GOOGL.O), The New York Times, and other stocks in the first quarter. Among them, Alphabet saw an increase of over 36 million shares, with its portfolio weight rising from 2.04% to 5.93%. The firm liquidated its positions in Amazon (AMZN.O), Visa (V.N), Mastercard (MA.N), UnitedHealth (UNH.N), and others, while reducing its stakes in Chevron (CVX.N), Bank of America (BAC.N), and others. Berkshire also opened a new position in Delta Air Lines (DAL.N), purchasing 39.8 million shares with a market value of approximately $2.65 billion. Overall, Berkshire's equity holdings in the US market stood at $26.3 billion as of the end of the first quarter, compared to $27.4 billion in the previous quarter. During the quarter, the firm bought approximately $16 billion in stocks and sold about $24 billion, resulting in net sales of roughly $8.15 billion. The number of holdings sharply decreased from 42 to 29, indicating a significant increase in concentration. (Jin10)