Berkshire Hathaway has dramatically increased its investment in Alphabet, more than tripling its stake in Google’s parent company during the first quarter of 2026. The move is being viewed as one of the clearest signs yet that new CEO Greg Abel is reshaping the investment giant’s strategy after succeeding Warren Buffett.
According to Berkshire’s latest regulatory filings:
- Alphabet holdings jumped from roughly:
- 18 million shares
to nearly: - 58 million shares.
- 18 million shares
The position is now reportedly worth:
- Around $16.6–23 billion depending on market valuation timing.
Greg Abel Is Clearly Taking Berkshire In A New Direction
The portfolio overhaul is especially significant because:
- Greg Abel officially became Berkshire Hathaway CEO on January 1, 2026
- This is among his first major investment reshuffles.
The moves suggest Berkshire is becoming:
- More aggressive in technology investing
- More open to airlines again
- Less attached to several Buffett-era positions.
Interestingly:
Now Berkshire has:
- More than tripled Alphabet exposure
- Invested over $2.6 billion in Delta Air Lines.
Berkshire Also Dumped Amazon, Visa & Mastercard
Alongside the Alphabet buying spree, Berkshire also exited or sharply reduced several well-known holdings.
The company reportedly sold:
- Amazon
- Visa
- Mastercard
- UnitedHealth Group
- Domino’s Pizza
- Aon.
Berkshire also:
- Reduced its Chevron holding by roughly 35%
- Trimmed Bank of America exposure slightly.
Analysts believe many of the sold positions may have been associated with former Berkshire investment manager Todd Combs, who reportedly departed for JPMorgan Chase.
Why Alphabet Became So Attractive
The massive Alphabet bet reflects growing Wall Street confidence in:
- AI infrastructure
- Google Cloud growth
- Gemini AI ecosystem
- Alphabet’s long-term advertising dominance.
Alphabet has rapidly emerged as one of the world’s largest AI players through:
- Gemini AI models
- TPU AI chips
- Search AI integration
- Cloud AI infrastructure.
The company also crossed:
- $3 trillion market capitalization recently amid the AI boom.
Some analysts believe Berkshire’s move effectively signals:
- Institutional confidence in AI-led Big Tech growth continuing for years.
Berkshire’s Portfolio Is Still Massive
Even after the reshuffle:
- Berkshire Hathaway still manages one of the world’s largest equity portfolios worth roughly:
Its biggest holdings continue to include:
- Apple
- American Express
- Coca-cola
- Bank of America
- Chevron.
Meanwhile:
- Berkshire still holds over:
- $380 billion in cash and Treasury bills.
That enormous cash reserve has fueled constant speculation about:
- Future acquisitions
- AI investments
- Infrastructure bets
- Energy-sector expansion.
Markets Are Watching Greg Abel Very Closely
Investors globally are now closely watching whether Greg Abel will:
- Modernize Berkshire’s portfolio further
- Increase technology exposure
- Pursue more aggressive growth investments.
Under Buffett:
- Berkshire became famous for:
- Value investing
- Predictable cash-generating businesses
- Conservative capital allocation.
Abel’s early moves suggest:
- Greater willingness to embrace:
- AI
- cloud computing
- tech infrastructure
- cyclical sectors like airlines.
Why This Matters
The Alphabet investment is significant because Berkshire Hathaway has historically been seen as one of the world’s most conservative major investors.
Now, one of finance’s most iconic institutions is aggressively increasing exposure to:
- AI-driven technology companies
- Cloud infrastructure
- Digital platforms.
The bigger takeaway is clear:
The AI boom is now influencing even traditionally cautious investment giants — and Berkshire Hathaway’s giant Alphabet bet may become one of the strongest institutional endorsements yet for Big Tech’s next growth era.
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