Berkshire Hathaway Adds Alphabet to Its Top Holdings
In Q2 2026, Berkshire Hathaway added a significant stake in Alphabet (GOOG), displacing Chevron from its top five holdings. The investment included the purchase of 24.5 million shares, increasing its total position by 45% and bringing the value to approximately $28.2 billion — making it the fourth-largest holding at 9.41% of Berkshire's portfolio. Berkshire began acquiring Alphabet stock in Q3 2025 with an initial stake worth around $4.4 billion, followed by additional purchases in subsequent quarters. Despite a recent decline in share price (down about 7% over the past month), Alphabet has returned roughly 37% year-to-date and remains dominant in internet search and cloud computing. Alphabet is investing heavily in AI infrastructure to meet rising demand, which led it to raise its capital expenditure guidance for 2026. However, this spending caused negative free cash flow of $5.8 billion in Q2 — the first such occurrence since going public.
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Topics: Alphabet (GOOG) Berkshire Hathaway Portfolio Changes Stock Ownership