Alphabet rises to Berkshire Hathaway’s third-largest holding at about $36.6 billion in Q2 filing
AI Market Summary
Berkshire's Q2 13F shows a major increase in Alphabet, lifting it to the third-largest equity holding (~$36.6B), largely driven by a $10B private placement plus additional open-market buying. The filing underscores Berkshire's continued rotation away from financials (large cuts to Capital One and ongoing Bank of America reductions) while adding selective exposure to airlines and housing. Near-term, flows may influence large-cap tech and financial sentiment.
Impact level
● Medium
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Berkshire Hathaway’s Q2 13F filing shows a sharp increase in its stake in Google parent Alphabet, lifting the holding to about $36.6 billion and making it the portfolio’s third-largest position behind Apple and American Express. Roughly 60% of the 48.1 million shares added came via a $10 billion private placement, with the rest bought in the open market. The filing also shows Berkshire trimmed Ally Financial by 7% and cut Capital One by 58%.
