Overview
- A Sept. 30 SEC filing shows Berkshire held about 17.85 million Alphabet shares, a position worth roughly $4.3–$4.9 billion by recent closes.
- Alphabet shares jumped roughly 4% to 6% on Monday, touching all‑time highs after the stake became public.
- The purchase was Berkshire’s only new disclosed position in the third quarter, contrasting with its broader net‑seller stance.
- It remains unclear whether Warren Buffett, lieutenants Todd Combs or Ted Weschler, or incoming CEO Greg Abel initiated the trade.
- Analysts framed the move as a value‑minded way to gain AI and cloud exposure, noting Alphabet’s cash flows and a lower forward multiple versus peers, as Berkshire trims Apple and Bank of America and sits on a record cash pile near $381–$382 billion.