Berkshire Commits $10 Billion to Alphabet Raise as Apple and Google Reach 30% of Portfolio
Updated
Updated · The Motley Fool · Jul 16
Berkshire Commits $10 Billion to Alphabet Raise as Apple and Google Reach 30% of Portfolio
3 articles · Updated · The Motley Fool · Jul 16
Summary
$10 billion of Berkshire Hathaway's new Alphabet exposure came through a private placement in the company's $80 billion equity raise, with $5 billion each allocated to Class A and Class C shares.
That investment followed Berkshire's near-tripling of its Alphabet stake in the first quarter under new CEO Greg Abel, extending a sharp portfolio shift after exits from Amazon and Domino's Pizza.
Alphabet and Apple now account for about 30% of Berkshire's $351 billion equity portfolio, with Apple still the largest holding despite earlier trimming.
Abel's concentration in the two tech giants signals Berkshire is leaning on durable moats, steady cash flow and AI-linked growth rather than chasing pricier speculative names.
Why did Berkshire exit Amazon over competitive fears while tripling down on its direct competitor in cloud and AI, Google?
Is Berkshire’s record $400 billion cash pile a bigger bet on a market crash than its massive investment in AI?
Berkshire Hathaway’s $10 Billion Alphabet Bet: Greg Abel’s Bold Pivot to AI and Tech Concentration
Overview
In June 2026, Berkshire Hathaway made one of its largest equity investments by purchasing $10 billion in Alphabet shares through a private deal, deepening its commitment to artificial intelligence. This investment was part of Alphabet’s broader $80 billion stock sale, aimed at expanding its world-class AI compute infrastructure and global computing capacity to meet soaring demand for AI services. The move marks a strategic shift for Berkshire, rapidly growing its position in Alphabet and signaling a new era of concentrated investments in technology and AI under CEO Greg Abel, as both companies position themselves at the forefront of the AI revolution.