The Motley Fool
04 Jul 2026, 19:00 UTC · 4h ago
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Berkshire Hathaway increased its Alphabet position by $10 billion via a private placement on June 1. — A massive direct investment from a gold-standard institutional buyer like Berkshire typically signals strong confidence and attracts follow-on buying.
+0.60Berkshire Hathaway's total position in Alphabet has reached nearly $41 billion, making it larger than its holding in Coca-Cola. — The shift in portfolio hierarchy toward a 'pure tech play' suggests a strategic pivot in risk appetite by the conglomerate.
+0.40Alphabet reported first-quarter revenue of $110 billion, a 22% year-over-year increase, with operating income rising 30%. — Strong fundamental growth and high operating margins (36%) support the valuation of the asset.
+0.30Which stocks this story touches
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The article describes Alphabet as an 'outstanding business' and a 'cash machine' with a durable economic moat and strong financial growth.
The article highlights the company's strategic move into the tech space and its significant holdings in high-quality assets.
Mentioned as a long-term high-quality holding for Berkshire Hathaway.
Mentioned only as a size comparison for Berkshire's portfolio holdings.
Mentioned only as a size comparison for Berkshire's portfolio holdings.
[a_to_b] American Express is listed as one of Berkshire Hathaway's major holdings.
[a_to_b] Berkshire Hathaway has owned Apple shares for more than a decade.
[a_to_b] Berkshire Hathaway holds a significant equity position of nearly $41 billion in Alphabet.
[mutual] The article contrasts Alphabet's pure tech play as a dominant internet business against Apple's focus on consumer products and services.
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