Overview
- An SEC filing showed Berkshire held 17.85 million Alphabet shares as of Sept. 30, a position worth about $4.9 billion at recent prices.
- Alphabet rose roughly 4% to 5.5% in early trading and briefly hit record highs following the disclosure.
- The purchase occurred sometime in the third quarter of 2025, with no clarity on whether Warren Buffett, Todd Combs, Ted Weschler, or Greg Abel made the call.
- The stake is roughly Berkshire’s 10th‑largest equity holding and offers exposure to a tech giant trading at a lower multiple than several AI peers.
- Berkshire trimmed positions in Apple and Bank of America and reported a record cash pile near $382 billion, signaling selective deployment of capital.