Berkshire’s 17.85M Alphabet Shares Worth $5.39B Yielded Up to $2.3B Gains
Berkshire Hathaway holds 17.85 million Alphabet shares valued at $5.39 billion, netting gains between $819 million and $2.30 billion since acquisition. New CEO Greg Abel’s first shareholder letter highlighted Apple, American Express, Coca-Cola and Moody’s but omitted mention of the 65.2% gainer.
1. Alphabet Stake Overview
Berkshire Hathaway’s latest 13F filing reveals a stake of 17,846,142 Alphabet shares, currently valued at $5.39 billion based on a share price of $301.92. This position ranks Alphabet among the conglomerate’s top ten largest equity holdings.
2. Stock Performance and Gains
Alphabet shares climbed from a Q3 trading range of $172.77 to $256.00, delivering gains that translate into a profit of $819.49 million to $2.30 billion for Berkshire, depending on purchase timing. The 65.2% rally in 2025 outpaced Berkshire’s 11.5% gain and the S&P 500’s 16.6%.
3. New CEO’s Shareholder Letter
In his first annual letter, CEO Greg Abel highlighted long-term holdings Apple, American Express, Coca-Cola and Moody’s, while criticizing underperformers Kraft Heinz and Occidental Petroleum. Alphabet was not mentioned, signaling a focus on core legacy positions.
4. Implications for Future Portfolio Moves
With upcoming 13F disclosures shifting to Abel’s tenure, investors anticipate adjustments in Berkshire’s equity mix. The omission of Alphabet could foreshadow reduced activity in Magnificent Seven stocks in favor of businesses the new CEO deems more predictable.