Buffett, Druckenmiller Build Alphabet Stakes in Q2 as Berkshire Lifts Holding 83%
Updated
Updated · 24/7 Wall St. · Aug 15
Buffett, Druckenmiller Build Alphabet Stakes in Q2 as Berkshire Lifts Holding 83%
3 articles · Updated · 24/7 Wall St. · Aug 15
Summary
Berkshire Hathaway added about 48 million Alphabet shares in Q2, raising its combined GOOG/GOOGL stake 83% to roughly 106 million shares worth $37.8 billion.
That pushed Alphabet to 10.2% of Berkshire’s equity portfolio—its third-largest holding—with about 60% of the added shares tied to a $10 billion June private placement funding AI infrastructure.
Duquesne Family Office separately opened a new Alphabet position in its $5.21 billion portfolio, alongside fresh stakes in AMD and Fox while exiting Broadcom, Intel and Micron.
Buffett said in June that Alphabet was his idea, citing its dominant search business, YouTube’s 2.7 billion monthly users and a cloud unit ranked behind only AWS and Azure.
The parallel bets stand out because Berkshire and Druckenmiller run very different strategies, suggesting rare cross-style conviction in Alphabet even though 13F filings reflect past-quarter positions.