Berkshire’s $5.4 Billion Alphabet Position Delivers $819M Gain, Skipped by Abel
Berkshire Hathaway holds 17,846,142 Alphabet shares valued at $5.388 billion, netting gains between $819 million and $2.3 billion based on Q3 pricing. New CEO Greg Abel omitted Alphabet from his inaugural letter as he focused on Apple, American Express, Coca-Cola, Moody’s and select Japanese stocks.
1. Berkshire’s Alphabet Stake Delivers Significant Gains
Berkshire Hathaway maintained 17,846,142 Alphabet shares in Q4, valued at $5.388 billion based on $301.92 per share. That position generated between $819 million and $2.3 billion in unrealized gains from Q3 purchases.
2. New CEO’s Letter Omits Alphabet Holdings
Greg Abel’s first annual shareholder letter focused on Apple, American Express, Coca-Cola, Moody’s and a portfolio of Japanese stocks, with limited commentary on underperformers Kraft Heinz and Occidental Petroleum. Alphabet stock was notably absent despite its strong performance.
3. Alphabet Outpaces Peers in 2025 Performance
Alphabet shares rallied 65.2% in 2025, outstripping Berkshire’s 11.5% gain and the S&P 500’s 16.6% return, making it the top performer among the Magnificent Seven stocks. Upcoming 13F filings will reveal if the new leadership adjusts this stake.