Berkshire Isn’t the Only Big Name Loading Up on Alphabet. This Investor Bet Even Bigger

Warren Buffett's Berkshire Hathaway and Li Lu's Himalaya Capital significantly increased their stakes in Alphabet (GOOGL) in Q1 2026. While Berkshire's Alphabet holding is larger in dollar terms at $16.6 billion, Himalaya Capital's investment represents a much higher concentration, making up nearly 45% of its portfolio. Both investors are betting on Alphabet's strong Q1 FY2026 performance, including 63% Google Cloud growth, a massive backlog, and a high return on equity, despite rising CapEx for AI infrastructure.