Archive · 17 Nov 2025
Berkshire Hathaway's $4.93B Alphabet Bet
Warren Buffett's company, Berkshire Hathaway, bought a lot of Alphabet (Google's parent company) stock.
This is unusual because Berkshire usually doesn't invest much in tech companies.
Buffett and his partner Charlie Munger said they wished they had bought Google stock a long time ago.
This investment is worth almost $5 billion and made Alphabet's stock price go up.
Some people think this might be one of Buffett's last big decisions because he's planning to retire soon.
Even though companies are spending a lot on new technology like AI, Alphabet's stock seems like a good deal compared to other tech companies.
Berkshire already owns a lot of Apple stock, but this Alphabet investment is a clearer bet on a tech company.
Berkshire Hathaway disclosed a $4.93 billion investment in Alphabet Inc.
The investment marks a significant tech bet for Berkshire, historically cautious about tech stocks
Warren Buffett and Charlie Munger previously expressed regret for not investing in Google earlier
Alphabet is positioned as more modestly priced than AI peers like Nvidia and Microsoft
Alphabet's stock rose over 5% following the announcement, gaining 46% year-to-date
- Who
- Berkshire Hathaway, led by Warren Buffett (potentially portfolio managers or successor Greg Abel)
- What
- Revealed a $4.93 billion stake in Alphabet Inc.
- When
- As of September 30 (filing on November 14), with stock rising shortly after announcement
- Where
- Berkshire Hathaway's equity portfolio
- Why
- Alphabet is seen as priced more modestly compared to AI peers, despite overall AI spending concerns, and given Buffett's historical regret for not investing in Google earlier
Historical Tech Approach
Alphabet Investment Rationale
Historical Tech Approach
Historical Tech Approach
Berkshire Hathaway, historically cautious about large technology investments, views companies like Apple primarily as consumer products stocks.
Alphabet Investment Rationale
Berkshire Hathaway has made a significant investment in Alphabet, a technology giant, and is positioning itself in a company that is valued more modestly compared to its AI peers like Nvidia and Microsoft.
Market Concerns vs. Opportunity
Historical Tech Approach
Concerns exist about potential overspending in the AI space and Berkshire Hathaway holding record cash reserves, suggesting Warren Buffett may perceive current valuations as too high.
Alphabet Investment Rationale
The Alphabet investment indicates Berkshire may be balancing caution with opportunism, deploying capital selectively into resilient companies, particularly noting Alphabet's strong performance and more modest valuation relative to AI competitors.
- Investor
- Berkshire Hathaway (Warren Buffett)
- Company Invested In
- Alphabet Inc. (Google's parent company)
- Investment Amount
- Approximately $4.93 billion
- Shares Acquired
- 17.85 million Alphabet Class A shares
- Valuation Date
- As of September 30 (filing on November 14)
- Alphabet's P/E Ratio (next 12 months)
- 25.01
- Alphabet's Year-to-Date Gain
- 46%
Sources
Warren Buffett's Berkshire Hathaway bets on a big tech stock while continuing to sell Apple
Here's what Warren Buffett's Berkshire Hathaway bought and sold in the third quarter of 2025
Warren Buffett invests $4.3 billion in Alphabet Inc as Google parent stock dances to new highs
