GOOGL
Berkshire’s new favorite giant
Warren Buffett may be out, but Berkshire Hathaway’s appetite for big, established winners clearly isn’t. Under Greg Abel’s watch, the conglomerate has apparently turned Alphabet into a top-tier holding, pushing the Google parent into Berkshire’s No. 3 slot.
Why investors are paying attention
This is the kind of move that makes the market sit up a little straighter. Berkshire doesn’t usually dabble in flashy moonshots; it tends to buy businesses that already print cash and still have room to grow. Alphabet fits that vibe pretty neatly: massive ad business, AI optionality, and a cloud arm that still has plenty of runway.
Not just a stock pick — a signal
Sure, Berkshire’s portfolio is enormous, so one position doesn’t rewrite the whole market. But when the Oracle of Omaha’s successor leans harder into Google, it sends a pretty clear message: the AI-and-search giant still looks cheap enough, strong enough, and durable enough for a long-term bet.
- Coke is still Coke, but Alphabet is now getting the “core holding” treatment
- Apple remains a giant in Berkshire’s book, but Alphabet is climbing fast
- If you own GOOGL, this is the kind of institutional love letter you don’t ignore
Big picture: when Berkshire moves, investors listen — not because it’s always right, but because it usually has a thesis, not just a hunch.