Berkshire reveals $4.3bn Alphabet stake, adding Google to its top holdings
Berkshire Hathaway, led by Warren Buffett, has acquired a $4.3 billion stake in Alphabet, making it the 10th-largest equity holding for the company. This move marks a notable shift as Buffett has traditionally been cautious with high-growth tech firms. The investment, likely made by Todd Combs or Ted Weschler, aligns with Alphabet's strong performance in AI and cloud services. This stake underscores institutional confidence in AI-driven tech and may boost Alphabet's stock, reflecting Berkshire's long-term investment strategy.
Warren Buffett’s Berkshire Hathaway has taken a significant new stake in Alphabet, revealing a $4.3 billion position that made the Google parent its 10th-largest equity holding at the end of Q3, according to its latest regulatory filing (late Friday). The move stands out given Buffett’s longstanding caution toward high-growth technology companies, even though Apple — a long-time Berkshire favourite — is often framed by him as a consumer brand rather than a tech bet.
The Alphabet purchase is widely believed to have been made by one of Berkshire’s investment lieutenants, Todd Combs or Ted Weschler, who manage a portion of the portfolio and have shown greater comfort in adding tech exposure. Their past picks include Amazon, initiated in 2019, which Berkshire still holds at a value of roughly $2.2 billion.
Alphabet has been one of this year’s market leaders, with shares surging 46% amid strong artificial-intelligence demand and renewed momentum in its cloud services unit — themes that may have helped draw Berkshire further into the sector.
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The new stake reinforces institutional confidence behind AI-linked megacap tech and may add momentum to Alphabet shares, especially given Berkshire’s long-term investment profile.
NQ is trading higher in the US Sunday evening session.
