Berkshire’s Bold Bet: Alphabet Stake Skyrockets to $17B, Making Google a Top Holding

In a daring move following Warren Buffett’s retirement, Berkshire Hathaway has significantly bolstered its stake in Alphabet (Google’s parent company). The company added an estimated $17 billion worth of shares in Q2 2026, as revealed in Berkshire’s 13F regulatory filing with the SEC on August 14, 2026.

Currently, Berkshire holds approximately 106 million shares of Alphabet’s Class A and Class C stock. These shares are valued at an estimated $37.9 billion, marking an 83% increase from the previous quarter. This leap has propelled Alphabet to the third-largest position in Berkshire’s $299 billion equity portfolio, surpassed only by Apple ($69.7B) and American Express ($51.9B).

About $10 billion of the purchase was made through a private placement directly from Alphabet, while the remaining $7 billion was acquired on the open market. This move signifies a strategic shift under new CEO Greg Abel, who is guiding the post-Buffett conglomerate towards big-tech and AI infrastructure investments. Alphabet has announced plans to raise $80 billion to fund AI computing expansion, and Berkshire appears to be a firm believer in this vision.

In addition to the Alphabet surge, Berkshire also increased its Delta Air Lines stake by 44% and expanded positions in homebuilders Lennar and D.R. Horton. Meanwhile, the company reduced its exposure to Bank of America and Capital One.

Source: CNBC – Berkshire adds $17 billion to Alphabet stake