Important points
- Berkshire Hathaway acquired a $4.3 billion stake in Alphabet, marking its first major investment in the company.
- The company has reduced its holdings in Apple by about 15%, but still maintains a large position in the stock.
Warren Buffett’s Berkshire Hathaway acquired 17.8 million shares of Alphabet (GOOG) worth about $4.3 billion in the third quarter of 2025, according to a new filing.
This is the company’s first multibillion-dollar stake in a core Big Tech platform, where rapidly changing areas such as AI and cloud computing are the primary drivers of value.
During the quarter, Berkshire reduced its position in Apple by about 15%, but its portfolio remains dominated by Apple stocks. It also reduced its holdings in Bank of America, VeriSign, DaVita Healthcare Partners and Nucor.
Berkshire finally adds Alphabet after years of technology hesitation
The iconic American investment conglomerate has long distanced itself from technology due to the fact that its rapid changes don’t fit well into traditional investment frameworks. But Buffett once admitted that he made a mistake by not buying Google and Amazon sooner.
Most analysts attribute Alphabet’s entry to Todd Combs and Ted Weschler, who pushed Berkshire into Apple, which Buffett later embraced, and under whose leadership the stock began to rise significantly.
Buffett plans to retire as Berkshire Hathaway CEO by the end of 2025, although he will remain chairman. Greg Abel will succeed Buffett.
