Berkshire Hathaway Boosted Its Alphabet Stake 83%—Buffett Said the Investment Was His Idea

Berkshire Hathaway significantly increased its stake in Alphabet by 83% in the second quarter of 2026, making the Google parent company its third-largest equity holding. This move marks Berkshire's first net purchase of equities in 14 quarters, with Warren Buffett confirming that the Alphabet investment was his idea. The company also reduced holdings in several financial institutions and Constellation Brands, while increasing investments in homebuilders and airlines.