Berkshire's Investment in Alphabet Addresses Buffett's Previous Oversight, Marks a Move Toward Technology

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Berkshire's Investment in Alphabet Addresses Buffett's Previous Oversight, Marks a Move Toward Technology

Bitget-RWA2025/11/17 05:58

By:Bitget-RWA

- Berkshire Hathaway invested $4.3B in Alphabet, boosting GOOGL shares 7% post-disclosure. - The move marks a strategic shift toward tech, reducing Apple holdings while capitalizing on AI/cloud growth. - Buffett acknowledged past oversight of Alphabet, correcting his 2019 "screw-up" admission through this stake. - The investment reflects Berkshire's evolving portfolio under Greg Abel, aligning with long-term tech value amid $382B cash reserves.

News Report in Bloomberg Style:

Berkshire Hathaway’s $4.3 Billion Investment in

Alphabet

Lifts

GOOGL

Shares by 7%

Warren Buffett’s Berkshire Hathaway has made a notable change to its investment portfolio, purchasing a

Berkshire's Investment in Alphabet Addresses Buffett's Previous Oversight, Marks a Move Toward Technology image 0

$4.3 billion holding in Alphabet Inc., the parent company of Google,

as of September 30, 2025

. This acquisition makes Alphabet the tenth-largest position in Berkshire’s $283.2 billion stock portfolio,

a departure from Buffett’s usual reluctance

to invest heavily in rapidly growing tech firms. Alphabet’s stock

jumped 7% in after-hours trading

, signaling renewed optimism among investors.

This purchase, likely executed by portfolio managers Todd Combs or Ted Weschler,

comes as the company continues

to reduce its sizable Apple position, which still stands as Berkshire’s largest equity holding at $60.7 billion. Buffett, who has long considered Apple more of a consumer brand than a tech company,

has divested nearly 75%

of the original 905 million Apple shares. This rebalancing points to a broader shift toward technology investments, especially as Alphabet has climbed 46% this year,

fueled by advances in AI and cloud services

Buffett’s acknowledgment of missed opportunities with Alphabet provides context for this new stake.

During the 2019 annual meeting

, he and Charlie Munger admitted they regretted not investing in

Google

, describing it as a mistake despite recognizing its advertising strength. The recent purchase appears to address that oversight, reflecting Berkshire’s evolving stance on technology.

The company has also reduced its holdings

in Bank of America, Verisign, and DaVita, maintaining a 12-quarter trend of net stock sales.

The market’s response underscores the so-called “Buffett effect,” where support from the Omaha-based conglomerate often propels stocks higher.

Alphabet shares, which had experienced volatility

, due to concerns over AI valuations,

rose 1.7% in after-hours trading

after the announcement. This rally is reminiscent of Berkshire’s earlier investment in Amazon,

initiated by Combs and Weschler in 2019

This move also hints at a new direction under Greg Abel, who is set to take over as CEO at the end of the year.

With Berkshire’s cash pile reaching $382 billion

, the company has also invested in other industries, such as a $9.7 billion petrochemical deal and a $1.6 billion stake in UnitedHealth Group. Still, the Alphabet investment signals a strategic shift toward the long-term potential of technology,

especially in AI and cloud infrastructure

Although Berkshire’s core value-investing philosophy remains, the Alphabet purchase shows a subtle adjustment to changing market conditions. The reduction in Apple shares and increased focus on tech leaders driven by AI suggest a repositioning for the company’s future after Buffett

according to analysts

. For now, investors seem to welcome the change, with Alphabet’s stock set to benefit from Berkshire’s backing

according to market reports

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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