Name: Berkshire discloses new Alphabet stake worth $4.3B at the end of Q3
Uploaded: 2025-11-17T20:29:36.502Z
Duration: 2 min 43 s
Description: A quarterly 13F filing showed Berkshire owned roughly $4.3 billion worth of Alphabet as of Sept. 30, making it the firm’s 10th largest equity holding. The move surprised many Buffett watchers given the billionaire’s decades-long hesitation toward high-growth tech companies.

A quarterly 13F filing showed Berkshire owned roughly $4.3 billion worth of Alphabet as of Sept. 30, making it the firm’s 10th largest equity holding. The move surprised many Buffett watchers given the billionaire’s decades-long hesitation toward high-growth tech companies.

California

Berkshire Hathaway has disclosed a new investment in Alphabet, acquiring 17.9 million shares valued at approximately $4.3 billion at the end of the third quarter. This move positions Alphabet as one of Berkshire's top 10 holdings and represents the firm's largest new technology investment since its initial stake in Apple.

The Alphabet purchase was likely made by Berkshire portfolio managers Todd Coombs or Ted Wechsler, as Warren Buffett is set to step down as CEO. Alongside Alphabet, Amazon and Apple now comprise about a quarter of Berkshire's $267 billion stock portfolio. The firm maintained its Amazon stake but reduced its Apple holdings by 15%, with Apple remaining Berkshire's largest position.

Berkshire discloses new Alphabet stake worth $4.3B at the end of Q3

Wall Street's top investors revealing their buys and sells for the third quarter, including the surprising move from Buffett's Berkshire Hathaway. Our Leslie Picker has been going through it all. Hey, LP. Hey, ACQ. Surprising because Berkshire is known for its value-invested stock picks, and Alphabet, at nearly 29 times forward earnings, might not immediately come to mind as a potential target for the firm. However, as my colleague Yoon Lee points out on CNBC.com, Alphabet is actually trading at a lower multiple than many of its AI-driven mega cap peers, such as Microsoft, Broadcom and NVIDIA. The Alphabet investment is unlikely to have come from Warren Buffett himself, who was stepping down as CEO at the end of the year. Rather, it may be either Todd Coombs or Ted Wechsler who spearheaded the decision. The stake is a sizable one, though, 17.9 million shares worth about $4.3 billion at the end of the quarter. It's up 19% over the first six weeks of Q4, thanks in part to that nearly 5% move today. Google's parent company is now a top 10 Berkshire Hathaway holding and the firm's biggest new tech position since its original Apple investment. Alphabet, Amazon and Apple together comprise about a quarter of Berkshire's $267 billion stock portfolio. Berkshire maintained Amazon in the quarter but did pare back Apple by 15%. However, it still remains Berkshire's top holding worth about $60.7 billion at quarter end. Just a reminder, guys, these positions as of the end of Q3 and they may have changed in the six weeks since then. You know, it's funny, Leslie, we were talking about our mic was referencing code two, which you also obviously have been covering with these 13Fs increasing. But Alphabet not having been part of, I think, a report they put out earlier, even though they're not a sell side firm, obviously, but you know, in terms of their top 40 and now it's clearly a buy there. Any sense, given I know you just spoke with Philippe Lafond at Delivering Alpha in terms of their change of heart? Yeah, he didn't mention Alphabet specifically in the conversation we had at Delivering Alpha last Thursday. However, in terms of A.I. and its kind of broader impact, he did express concerns about the impact that A.I. might have just economically. It was something you were talking about earlier on the 9 a.m., whether it is a real sizable job replacement, what that means for society writ large. So those were some of the main concerns he had about A.I. But in terms of Google vis-a-vis other A.I. plays, he didn't exactly get into that discussion at D.A., but more kind of from a macro standpoint where he was focused on with A.I.

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