Berkshire Triples Alphabet Stake, Adds $10 Billion as Apple Stays Top Holding
Updated
Updated · The Motley Fool · Jul 16
Berkshire Triples Alphabet Stake, Adds $10 Billion as Apple Stays Top Holding
3 articles · Updated · The Motley Fool · Jul 16
Summary
$10 billion in new Alphabet commitments deepened Berkshire Hathaway's 2026 bet on the Google parent after the company nearly tripled its stake in the first quarter.
Apple still remains Berkshire's largest holding by a wide margin, and together Apple and Alphabet account for about 30% of the conglomerate's $351 billion equity portfolio.
Greg Abel's reshaping of the portfolio has also included full exits from Amazon and Domino's Pizza, signaling a sharper concentration in two cash-rich, AI-linked franchises.
Berkshire's case for both stocks centers on durable moats and valuation discipline, with Apple trading near 36 times forward earnings and Alphabet around 25.
Why did Berkshire exit Amazon over competitive fears while tripling down on its direct competitor in cloud and AI, Google?
Is Berkshire’s record $400 billion cash pile a bigger bet on a market crash than its massive investment in AI?
Berkshire Hathaway’s $10 Billion Alphabet Bet: Greg Abel’s Bold Pivot to AI and Tech Concentration
Overview
In June 2026, Berkshire Hathaway made one of its largest equity investments by purchasing $10 billion in Alphabet shares through a private deal, deepening its commitment to artificial intelligence. This investment was part of Alphabet’s broader $80 billion stock sale, aimed at expanding its world-class AI compute infrastructure and global computing capacity to meet soaring demand for AI services. The move marks a strategic shift for Berkshire, rapidly growing its position in Alphabet and signaling a new era of concentrated investments in technology and AI under CEO Greg Abel, as both companies position themselves at the forefront of the AI revolution.