#BerkshireHeavilyIncreasesAlphabetStake

Berkshire Hathaway just made a massive bet on Google parent Alphabet under new CEO Greg Abel.

What happened:

Berkshire tripled its Alphabet Class A shares and added Class C shares in Q1 2026

Total Alphabet stake is now worth ∼$23 billion as of May 15

By March 31, Berkshire held nearly 58M Alphabet shares worth ∼$17B, up from 17.8M shares worth $5.6B just 3 months earlier 6e365a03

Why it matters:

This is one of the biggest tech moves in Berkshire history. Warren Buffett was famously cautious on tech, but Abel seems more comfortable diving in. 6e36

Alphabet fits the value play: 90% global search share, YouTube, and fast-growing Google Cloud with 63% YoY growth in Q1. Analysts say strong cash flow + reasonable valuation made it attractive. 6e366e06

Portfolio reshuffle context:

Berkshire also bought $2.6B in Delta Air Lines and a new Macy’s stake, while exiting Amazon, Visa, Mastercard, UnitedHealth, and 12 other positions. 4a74

This marks a clear shift: “This isn’t your grandparents’ Berkshire Hathaway anymore”. 6e36

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