Warren Buffett, long revered as a legendary investor, has famously shied away from high-flying technology stocks. It was therefore a significant turn of events when Berkshire Hathaway’s latest 13F report unveiled a multi-billion dollar acquisition of Alphabet — Google’s parent company — immediately sparking a positive market reaction. Alphabet’s shares surged by approximately 5 percent in pre-market trading earlier this week.
This move proved even more surprising given that the purchase transpired after Google’s stock had already climbed nearly 50% since the start of 2025. Buffett’s renowned investment philosophy typically dictates buying shares only when valuations appear exceptionally low. While Berkshire Hathaway has previously ventured into Apple and Amazon, this strategic entry into Alphabet still feels monumental, particularly considering Buffett’s well-known cautious stance on growth stocks.
1. Details of Berkshire Hathaway’s Alphabet Stock Purchase 
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Berkshire Now Holds 18 Million Alphabet Shares
The regular report, released last Friday, revealed that Berkshire acquired approximately 18 million shares of Alphabet, valued at over $4.3 billion, during the third quarter of 2025. This substantial investment positions Alphabet as the 10th largest holding within Berkshire Hathaway’s diverse portfolio.
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Potentially Driven by Todd Combs and Ted Weschler
This significant purchase is widely believed to have been orchestrated by one of Berkshire’s two esteemed portfolio managers: Todd Combs or Ted Weschler. Both have been granted mandates to execute multi-billion dollar investments, particularly within the technology sector. It was also Combs and Weschler who previously championed Berkshire’s successful entries into Apple and Amazon, investments that subsequently generated substantial profits.
2. A Strong Signal for AI and Google’s Future 
Berkshire’s strategic entry is widely interpreted as a crucial endorsement of Alphabet’s ambitious AI strategy. Amidst investor anxieties regarding the considerable development costs associated with AI initiatives at technology giants like Meta, Buffett’s move sends a clear signal: Google possesses robust fundamentals and its valuation remains compelling. For Buffett himself, this investment might feel like a form of redemption; he once publicly expressed regret for not having invested in Google earlier. Crucially, this decision also offers a glimpse into Berkshire’s potential trajectory in the post-Buffett era — one seemingly more receptive to technology and innovation.
3. Berkshire Also Reduces Apple Holdings 
Intriguingly, the aggressive acquisition of Alphabet shares coincided with a reduction in another significant technology holding. Berkshire pared down its Apple ownership by approximately 15 percent. Despite this reduction, Apple emphatically remains Berkshire’s largest position, valued at over $60 billion.
When Warren Buffett — arguably the world’s most cautious investor — decides to acquire Alphabet shares after they’ve already appreciated by nearly 50 percent, it conveys a powerful message: its valuation is still perceived as highly attractive.
This strategic move could also serve as a vital cue for retail investors: Buffett does not buy into hype; he buys intrinsic value. And if he currently perceives such significant value in Google’s stock, it suggests the market might not yet be fully appreciating its true worth.
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Berkshire Hathaway Acquires Alphabet Shares Worth $4.93 Billion
Summary
Warren Buffett’s Berkshire Hathaway made a significant and surprising move by acquiring approximately 18 million shares of Alphabet (Google’s parent company) in Q3 2025, valued over $4.3 billion. This investment, which makes Alphabet Berkshire’s 10th largest holding, comes despite Google’s stock already having surged nearly 50% since the start of 2025, challenging Buffett’s usual philosophy of buying undervalued assets. The purchase is believed to be orchestrated by portfolio managers Todd Combs or Ted Weschler.
This strategic entry is widely seen as a strong endorsement of Alphabet’s AI strategy, signaling robust fundamentals and an attractive valuation, even for the cautious investor. The move also provides insight into a potentially more tech-receptive future for Berkshire Hathaway. Intriguingly, this acquisition coincided with Berkshire reducing its Apple holdings by about 15%, though Apple remains its largest position.
