Summary: Berkshire Hathaway has disclosed a $4.3 billion investment in Alphabet, while further reducing its stake in Apple, marking a significant portfolio shift as Warren Buffett prepares to step down after six decades as chief executive.
Berkshire Hathaway’s latest quarterly filing revealed a new multi-billion-dollar position in Alphabet, the parent company of Google, underscoring Buffett’s confidence in the tech giant’s long-term growth prospects. The move comes as Berkshire continues to diversify its holdings in the technology sector, where Apple has long been its largest single investment.
The filing also confirmed that Berkshire has trimmed its Apple stake once again, a continuation of reductions seen earlier this year. While Apple remains a cornerstone of Berkshire’s portfolio, the gradual sell-down signals a recalibration of exposure to the iPhone maker amid shifting market dynamics.
This disclosure carries added weight as it represents the final equity portfolio update under Buffett’s leadership, closing a chapter on his 60-year tenure at the helm of Berkshire Hathaway. Buffett, widely regarded as one of the most influential investors of all time, has built Berkshire into a conglomerate valued at hundreds of billions of dollars, with holdings spanning insurance, energy, railroads, and consumer goods.
Analysts note that the Alphabet investment reflects Berkshire’s recognition of the growing importance of artificial intelligence, cloud computing, and digital advertising, areas where Google has maintained global leadership. The adjustment also highlights Buffett’s enduring strategy of balancing long-term conviction with disciplined portfolio management.
Berkshire’s $4.3 billion Alphabet stake and reduced Apple holdings mark a historic portfolio shift, closing Warren Buffett’s era with a decisive bet on the future of digital technology.
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