#BerkshireHeavilyIncreasesAlphabetStake

Berkshire Hathaway Triples Alphabet Stake in First Big Move Under Greg Abel

Warren Buffett’s era is over, and Berkshire Hathaway’s portfolio is already looking different.

According to the latest SEC 13F filing, Berkshire more than tripled its Alphabet stake in Q1 2026:

Before: 17.8M shares worth $5.6B

Now: 58M shares worth ∼$17B 9fca

That makes Alphabet one of Berkshire’s largest common stock holdings. b143

What changed?

Greg Abel, who took over as CEO at the start of 2026, is clearly more comfortable with tech than Buffett was. Buffett famously avoided most tech stocks, calling himself out of his depth. Abel’s move signals a shift in Berkshire’s investment playbook. 9fca

The buying wasn’t limited to Alphabet:

Bought $2.6B+ in Delta Air Lines

Added a small stake in Macy’s 9fca

Meanwhile, Berkshire exited positions in Amazon, Visa, Mastercard, UnitedHealth, Domino’s Pizza and others. 9fca

Why it matters for crypto/crypto-curious traders:

Signal on Big Tech: Berkshire’s move shows institutional confidence in Alphabet’s AI/cloud growth, especially Google Cloud which grew 63% YoY.

Shift from Value Old Guard: This isn’t your grandfather’s Berkshire. Abel is repricing the portfolio away from high-multiple growth platforms.

Market Reaction: Stocks often pop when Berkshire discloses new positions. Alphabet got a boost after the filing. 6e36cb6aa82c

Berkshire still holds ∼$397B in cash, so more moves could be coming. 9419

What do you think - is this the start of Berkshire going big on AI/tech? Drop your take below 👇