Warren Buffett's Berkshire Hathaway investment fund revealed significant moves in its latest 13F filing for the quarter ended March 31, 2026. The fund opened a new position in Delta Air Lines ($DAL) valued at $2.6 billion and a new position in Alphabet Inc. ($GOOGL) worth $1.0 billion. Concurrently, Buffett sold his entire stake in Visa Inc. ($V), a position previously valued at $2.9 billion, and divested all holdings in Mastercard Incorporated ($MA), formerly estimated at $2.3 billion.

Buffett, known for his long-term value investing approach, continues to surprise the market with his actions. The substantial investment in Delta signals renewed confidence in the airline sector, while the entry into Alphabet strengthens his exposure to the technology domain. The divestment of giants Visa and Mastercard, held for many years, indicates a potential strategic shift in Berkshire's portfolio composition.

Individual traders can learn from these moves that even investors of Warren Buffett's stature make significant adjustments to their portfolios, sometimes by rotating out of entire sectors. It is important to remember that 13F filings reflect transactions made up to 45 days before the reporting date (in this case, data as of March 31, 2026), and the market may have already reacted to this information or the positions may have changed since.