Thomas Russo's Q1 2026 Portfolio Update: Major Netflix Increase, Berkshire Declines
Thomas Russo's March 2026 portfolio shows significant share increases in Netflix and decreases in major holdings like Berkshire Hathaway and Google.
As of March 31, 2026, Thomas Russo's portfolio managed by Gardner Russo & Quinn stands at approximately $8.1 billion. This comprehensive analysis highlights key quarterly trends observed in his top holdings.
Notably, Thomas Russo significantly increased his position in Netflix Inc (NFLX) during the quarter, with a staggering 990.67% increase in shares. This substantial allocation growth warrants attention.
Conversely, several major holdings saw significant reductions. The investor decreased his stake in Alphabet Inc Cl C (GOOG) by 27.95% in shares, while Berkshire Hathaway Inc Cl A (BRK-A) and Cl B (BRK-B) both experienced notable share declines of 5.26% and 4.39% respectively.
Russo also reduced his positions in Mastercard Inc (MA) by 4.02% and Philip Morris International (PM) by 1.23% in terms of share count.
Several other top holdings maintained relatively stable positions during the quarter, including Heineken Holding NV (HKHHF), Compagnie Financiere Richemont (CFRHF), Nestle SA Sponsored ADR (NSRGY), and Martin Marietta Materials (MLM).
For a detailed view of Thomas Russo's investment profile, you can visit his profile on Insiderset: https://www.insiderset.com/investor/thomas-russo-gardner-russo-and-quinn. Specific stock positions can be explored here: https://www.insiderset.com/investors/stocks/.