BRK-B · News · 20260731N
Alphabet Investment Expansion
BERKSHIRE HATHAWAY INC · 2026-07-31 · Importance 40 · Surprise 42
Berkshire reportedly holds approximately $28 billion of Alphabet across its two share classes, making Alphabet its fifth-largest holding as of July 24, 2026. Warren Buffett was reported to have initiated the position, while later coverage framed Alphabet as a potential successor to Apple in Berkshire's portfolio. The investment represents exposure to artificial intelligence and Alphabet's technology platform. Alphabet's projected 2026 capital expenditures were cited at approximately $200 billion, highlighting the scale of the AI-related investment cycle Berkshire is backing indirectly.
Key facts
- Alphabet is now one of the largest positions in Berkshire Hathaway's large stock portfolio. source