Alphabet shares: Surge to All-Time High Following Berkshire Hathaway’s $4.9B Investment

We’re seeing a major shift in investor sentiment: Berkshire Hathaway disclosed a $4.93 billion stake in Alphabet, the parent company of Google. Berkshire now holds 17.85 million Alphabet shares as of September 30, 2025, as reported in its filing with the U.S. Securities and Exchange Commission. This is not just any bet or Buffett’s conglomerate; it’s rare. Berkshire usually avoids big tech bets, but this purchase shows strong confidence in Alphabet’s long-term growth, particularly in AI and cloud services. At nearly $5 billion, the position makes Alphabet one of the top 10 U.S. stock holdings in Berkshire’s portfolio. At the same time, Berkshire has trimmed its Apple holdings, a telling shift given how much Apple has been central to its portfolio.