Key Takeaways
- Berkshire Hathaway acquired a $4.3 billion stake in Alphabet, marking its first major investment in the company.
- The firm trimmed its Apple holdings by about 15% but continues to hold a large position in the stock.
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Berkshire Hathaway, led by Warren Buffett, acquired 17.8 million Alphabet (GOOG) shares valued at around $4.3 billion in Q3 2025, according to a new filing.
It’s the company’s first multi-billion-dollar stake in a core Big Tech platform whose primary value drivers are fast-changing areas like AI and cloud computing.
During the quarter, Berkshire trimmed its Apple position by roughly 15%, though the stock still dominates the company’s portfolio. It also reduced holdings in Bank of America, Verisign, DaVita Healthcare Partners, and Nucor.
Berkshire finally adds Alphabet after years of tech hesitation
The iconic American investment conglomerate has long stayed away from tech due to the fact that the rapid pace of technological change doesn’t fit neatly into its traditional investment framework. However, Buffett once admitted that he had blown it by not buying Google and Amazon earlier.
Most analysts view the Alphabet entry as the work of Todd Combs and Ted Weschler, who also pushed Berkshire into Apple, which Buffett later embraced, and the stake started growing sizably under his leadership.
Buffett plans to step down as Berkshire Hathaway CEO by the end of 2025 while remaining chairman. Greg Abel will be Buffett’s successor for the role.
