Berkshire Boosts Its Bet: This AI Hyperscaler Is Now a Top-3 Holding
Market Beat·
- Berkshire Hathaway significantly increased its position in Alphabet during Q2 2026, boosting its holding by 83% to approximately 106 million shares valued at $37.8 billion.
- This investment makes Alphabet Berkshire's third-largest holding at 12.6% of its portfolio, driven largely by strong Google Cloud revenue growth.
- Berkshire also increased its stake in homebuilder Lennar by nearly 30% while reducing holdings in major firms like Capital One Financial and Nucor.
