Berkshire’s Game Plan Unfolds with $4.9 Billion Alphabet Stake and Apple Reduction

In a significant portfolio update revealed through Berkshire Hathaway’s 13F filing for the third quarter of 2025, the conglomerate acquired approximately 17.8 million shares of Alphabet worth $4.9 billion. The move marks a prominent entry into Big Tech by Buffett, who previously expressed regret over not investing in Google earlier.

While adding Alphabet shares, Berkshire trimmed its Apple stake by 15%, leaving its Apple holdings valued at $60.7 billion at quarter-end. Buffett’s longstanding preference for companies within his “circle of competence” appears to be adapting as Berkshire looks to embrace high-quality tech firms with durable competitive moats.

Shares of Alphabet rose 1.6% in extended trading following the announcement, underlying investor confidence in the investment. Buffett, 95, plans to step down as Berkshire CEO by year-end, with the transition spotlighting the importance of deploying a massive cash reserve strategically.

This portfolio reshuffle hints at Berkshire’s intention to sustain long-term growth by balancing traditional investments with strategic exposure to innovative technology sectors.

Key Highlights:

Berkshire acquires 17.8 million Alphabet shares worth $4.9 billion in Q3 2025.

Berkshire reduces Apple shares by 15%, retaining a $60.7 billion stake.

Buffett’s move reflects evolving investment philosophy towards Big Tech.

Alphabet shares rise by 1.6% post-disclosure, signaling market approval.

Buffett to step down as CEO, focusing on effective deployment of $358 billion cash pile.

Strategic portfolio balancing of legacy and tech assets for sustained returns.

Sources: Bloomberg, CNBC, Reuters, Business Insider