Overview
- Berkshire’s mid‑November 13F showed a new position of about 17.9 million Alphabet shares as of Sept. 30, now valued at roughly $5 billion.
- Alphabet stock extended its 2025 rally after the filing became public, with shares trading near record levels.
- The regulatory report did not reveal purchase prices or identify which Berkshire manager executed the trade.
- Alphabet’s third quarter revenue rose 16% year over year to $102.3 billion, including a 34% jump in Google Cloud revenue to $15.2 billion.
- Profitability strengthened, with net income up 33% to about $35 billion and earnings per share at $2.87, as the company continues heavy AI and data‑center investment.