Berkshire Takes Major New Position in Alphabet

Warren Buffett’s Berkshire Hathaway (BRK.A) has disclosed a significant new stake in Alphabet (GOOG), valued at roughly $4.9 billion based on Friday’s closing price. The filing reveals Berkshire held 17.85 million GOOG shares as of September 30.

Alphabet shares rose 5% to $291.20 in Monday pre-market trading following the news.

GOOG Becomes Berkshire’s 10th-Largest Holding

The sizable investment now makes Alphabet:

Berkshire’s 10th-largest equity position
Roughly 1.6% of the entire portfolio
A notable move into the AI and cloud computing segments

This marks a strategic tilt toward sectors where Google has expanding momentum.

Berkshire Trims Apple and Bank of America

At the same time, Berkshire reduced its stakes in Apple (AAPL) and Bank of America (BOA) during Q3.
The contrast is striking, given Buffett’s long-standing caution around high-growth tech stocks.

Why the GOOG Move Matters

Signifies Berkshire’s increasing confidence in AI-driven companies
Highlights Alphabet’s strong AI development, ad-tech strength, and growing cloud services business
Reinforces the broader trend of institutional investors reallocating into AI leaders

The investment signals Berkshire’s belief that Alphabet is positioned for long-term growth amid accelerating AI adoption across industries.