Berkshire Hathaway Elevates Alphabet to Top Three Holding

Warren Buffett's Berkshire Hathaway made a major portfolio move, elevating Alphabet — Google's parent company — to one of its three largest holdings, according to a regulatory filing released Friday. The conglomerate held approximately 106 million shares in Alphabet, valued at $37.9 billion as of the end of June, signaling a deepened conviction in the tech giant.

The disclosure marks a notable shift in Berkshire's investment posture, a company long associated with a preference for traditional industries and a historical skepticism toward technology stocks. Alphabet's rise to a top-three slot suggests Buffett and his team see durable long-term value in the search and advertising behemoth, even as regulatory pressures on Big Tech remain an ongoing concern.

Read more Berkshire Hathaway Boosts Alphabet Stake by $17 Billion →

Beyond Alphabet, Berkshire also increased its bets on Delta Air Lines and housing-related positions, pointing to broader confidence in consumer travel demand and the resilience of the U.S. residential real estate sector. These moves collectively reflect a portfolio strategy that blends blue-chip tech exposure with cyclical plays tied to economic recovery and housing market dynamics.

The filing gives investors a fresh window into how one of the world's most closely watched portfolios is being repositioned heading into the second half of the year. Berkshire's willingness to concentrate further in Alphabet — already a trillion-dollar company — underscores the scale of capital Buffett is willing to deploy in high-conviction names.

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