BRK-B · News · 20260916N
Alphabet Investment Expansion
BERKSHIRE HATHAWAY INC · 2026-09-16 · Importance 59 · Surprise 82 · In source text
Berkshire Hathaway tripled its Alphabet position after Greg Abel became CEO, including a reported $10 billion private-placement investment. Berkshire increased its Alphabet stake by 83% in the latest quarter, making the holding one of Abel’s most significant equity bets. The investment increases Berkshire’s exposure to Alphabet’s artificial-intelligence spending and positions Alphabet as a potential core portfolio holding. Alphabet has reportedly deployed substantial cash toward AI in recent months.
Key facts
- Greg Abel grew Berkshire Hathaway's Alphabet stake by 83% last quarter. source
- Berkshire Hathaway has tripled its position in Alphabet since Greg Abel became CEO. source
- Berkshire Hathaway's purchases of Alphabet stock included a $10 billion private-placement deal. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | +0.8% | Berkshire Hathaway's purchases of Alphabet stock included a $10 billion private-placement deal. |
| cash | negative | realized | -0.8% | Berkshire Hathaway's purchases of Alphabet stock included a $10 billion private-placement deal. |
| assets | positive | realized | — | Greg Abel grew Berkshire Hathaway's Alphabet stake by 83% last quarter. |
| assets | positive | realized | — | Berkshire Hathaway has tripled its position in Alphabet since Greg Abel became CEO. |