Overview
- Berkshire’s Q2 disclosures reported an added roughly $17 billion of Alphabet that raised the holding to about 106 million shares and roughly $37–38 billion in market value.
- Warren Buffett told reporters he “initiated” the Alphabet investment and multiple outlets said the $10 billion private placement was completed after a rapid sign‑off from Greg Abel.
- The company’s public equity portfolio has grown more concentrated with five names now representing about 72% of the disclosed holdings.
- Because Alphabet owns about 4% of SpaceX, Berkshire’s larger Alphabet stake creates a calculated look‑through exposure to SpaceX of roughly $700–$815 million.
- The moves come as Berkshire shifts capital into buybacks, acquisitions and Japanese trading houses and as Buffett warns of frothy market valuations, which raises questions about the risks of large, concentrated bets.