Berkshire Adds to Alphabet, Making It Its Third-Largest Holding

• Berkshire boosted its Alphabet position by 83% in Q2, making it the third-largest holding in the portfolio
• The company now holds approximately 106 million Alphabet shares as of June 30
• Berkshire's total U.S.-listed equity portfolio stood at $323.8 billion at quarter end

Berkshire Hathaway Significantly Increases Alphabet Stake

Berkshire Hathaway disclosed a substantial 83% increase in its Alphabet investment during the second quarter, elevating the Google and YouTube parent company to its third-largest stock holding. According to a regulatory filing released Friday, August 14, Berkshire now owns nearly 106 million Alphabet shares as of June 30.

The investment forms part of Berkshire's broader $323.8 billion equity portfolio, with U.S.-listed stocks comprising the majority of holdings. The filing provides insight into Warren Buffett's investment strategy and portfolio allocation during Q2.

Market Implications:

This significant stake increase signals strong confidence from one of the world's most respected investors in Alphabet's long-term prospects. The move is particularly notable given Berkshire's typically cautious approach to technology investments. The disclosure provides validation for Alphabet amid ongoing AI competition and regulatory scrutiny facing major tech platforms.

The 83% increase represents aggressive accumulation over a three-month period, suggesting Berkshire views current valuations as attractive or sees compelling growth opportunities in Google's core search business, YouTube, and cloud computing operations.

Key Figures:

• 83% increase in Alphabet position
• Nearly 106 million shares held
• Third-largest holding in Berkshire's portfolio
• $323.8 billion total equity portfolio
• Holdings data as of June 30

This disclosure comes through mandatory 13F regulatory filings that institutional investors must submit quarterly, providing transparency into major investment moves by influential market participants. The timing and size of this allocation may influence other institutional investors' views on Alphabet's valuation and prospects.