Berkshire Hathaway disclosed a new stake in Alphabet, acquiring 17.8 million Class A shares valued at about $4.3 billion. The filing was made on November 14 2025, reflecting a purchase that occurred during the third quarter of 2025. This is Berkshire’s first sizable investment in a major technology company.
The stake places Berkshire among Alphabet’s largest shareholders, giving it a significant voice in a company whose market capitalization reached $3.338 trillion in November 2025. Alphabet’s Q3 2025 revenue hit $102.3 billion, up 16% from $88.3 billion in Q3 2024, driven by strong growth in Google Cloud and generative‑AI services.
Berkshire’s cash pile, now $381.7 billion, has grown by more than $30 billion in the last quarter, a result of disciplined underwriting and a cautious investment stance. The new Alphabet position is part of a broader strategy to deploy excess cash into high‑growth, high‑valuation assets, a shift championed by portfolio managers Todd Combs and Ted Weschler.
Warren Buffett, who is preparing to step down as CEO at the end of 2025, has long emphasized the importance of technology for future growth. The Alphabet investment signals that Berkshire is willing to embrace AI and cloud computing as core drivers of long‑term value, complementing its traditional insurance, rail, and energy businesses.
Alphabet CEO Sundar Pichai highlighted that the company’s AI initiatives are delivering tangible business results, noting that the Q3 2025 quarter was the first to exceed $100 billion in revenue. The partnership with Berkshire is expected to reinforce confidence in Alphabet’s continued expansion in AI, cloud, and other bets such as Waymo and Verily.
The move also diversifies Berkshire’s portfolio, reducing concentration in its core insurance and utility holdings and providing exposure to the broader technology ecosystem. Analysts view the stake as a validation of Alphabet’s long‑term growth prospects and a sign that Berkshire’s investment philosophy is evolving to include high‑growth tech assets.
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