Buffett just claimed the Alphabet buy

Buffett wants his flowers

Warren Buffett basically looked at Berkshire’s new-ish Alphabet position and said, “Yeah, that was me.” In a CNBC interview on Wednesday, he said he initiated the Google parent buy before handing the CEO chair to Greg Abel, which is a very Buffett way of making sure the origin story gets told correctly.

The actual money part

Berkshire first bought Alphabet Class A shares in the third quarter of 2025 and then added more in the first quarter of 2026. Add in the Class C stake, and Berkshire now owns roughly $16.6 billion worth of Alphabet stock, making it one of the company’s bigger portfolio bets. That’s not pocket change — that’s a full-on thesis.

Why investors should care

This isn’t just celebrity investing gossip. Berkshire doubling down tells you two things:

• Alphabet still clears the “durable business with fat returns on capital” bar that Buffett likes
• Even with AI spending exploding across Big Tech, Berkshire thinks Google’s ad machine and long-run cash flow can handle the heat

Buffett also praised Apple, but the real headline here is that Berkshire’s Alphabet position has gone from “huh, interesting” to “yep, that’s a meaningful holding.” Big picture: when Buffett talks, people still listen — even if the trade itself started months ago.