--- title: "Berkshire Hathaway, led by Buffett, established a new position in Alphabet in Q3 while continuing to reduce its holdings in Apple" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/265996543.md" description: "Berkshire Hathaway, under Warren Buffett, established a new position in Google's parent company Alphabet at the end of the third quarter, with a holding size of $4.3 billion, making it its tenth largest stock investment. At the same time, Berkshire continued to reduce its position in Apple, selling about 15% in the third quarter, bringing its investment size down to $60.7 billion. Berkshire also reduced its holdings in individual stocks such as Bank of America, Verizon, and Devon" datetime: "2025-11-14T23:30:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/265996543.md) - [en](https://longbridge.com/en/news/265996543.md) - [zh-HK](https://longbridge.com/zh-HK/news/265996543.md) --- > 支持的语言: [English](https://longbridge.com/en/news/265996543.md) | [繁體中文](https://longbridge.com/zh-HK/news/265996543.md) # Berkshire Hathaway, led by Buffett, established a new position in Alphabet in Q3 while continuing to reduce its holdings in Apple According to Zhitong Finance APP, on Friday, Berkshire Hathaway (BRK.A.US, BRK.B.US), under Warren Buffett, disclosed in its latest regulatory filing that it established a new position in Google's parent company Alphabet (GOOGL.US) at the end of the third quarter this year, with a holding size of $4.3 billion, making it the tenth largest stock investment for Berkshire. This move has attracted market attention, as Buffett is known for "value investing" and has been cautious about high-growth tech stocks for a long time. The market generally believes that this purchase may come from Berkshire's two investment managers, Todd Combs and Ted Weschler. They have been more actively positioning in the tech sector in recent years, having first bought Amazon (AMZN.US) in 2019, which has led Berkshire to still hold about $2.2 billion in Amazon shares. Since the beginning of this year, Alphabet's stock price has surged by 46%, benefiting from strong demand for artificial intelligence, which has driven continuous growth in its cloud computing business. Notably, Buffett has admitted that not investing in Google back in the day was a "missed opportunity." As early as the initial boom of Google's advertising business, Berkshire's insurance company Geico was one of its early advertising clients. Buffett reflected in 2018: "I saw the product's effectiveness firsthand and knew its profit margins. But at that time, I didn't understand the tech industry well enough and wasn't sure if it could be the ultimate winner." ![1.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20251115/1763160385474479.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) Despite increasing its stake in Alphabet, Berkshire continued to significantly reduce its holdings in Apple (AAPL.US) in the third quarter, selling about 15% again, bringing its investment size down to $60.7 billion. Starting in 2024, Buffett has begun a "rare and intensive reduction" of his Apple holdings, having sold two-thirds of his shares, a move that has surprised the market, as Apple has long been Berkshire's largest and most important single holding. At the same time, in the third quarter, Berkshire also reduced its holdings in Bank of America (BAC.US) by about 6%, as well as in individual stocks like Verisign (VRSN.US) and DaVita (DVA.US). Against the backdrop of a tech-led bull market pushing valuations higher, Berkshire has been a "net seller" for 12 consecutive quarters. The 95-year-old Buffett will step down as CEO at the end of this year, with long-time deputy Greg Abel taking over. The market is closely watching whether this power transition will bring about an adjustment in investment style, and this significant establishment of a position in Alphabet is seen as a potential signal of Berkshire's "shift towards technology." As the era of succession approaches, the outside world is also assessing whether Berkshire will embrace the AI-driven new economic structure more actively under the new management or continue to adhere to the traditional path of "value investing" long-termism ### 相关股票 - [Apple (AAPL.US)](https://longbridge.com/zh-CN/quote/AAPL.US.md) - [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [Berkshire Hathaway B (BRK.B.US)](https://longbridge.com/zh-CN/quote/BRK.B.US.md) - [Berkshire Hathaway (BRK.A.US)](https://longbridge.com/zh-CN/quote/BRK.A.US.md) ## 相关资讯与研究 - [Warren Buffett says avoiding risk could be your biggest mistake—here’s why](https://longbridge.com/zh-CN/news/281360706.md) - [Warren Buffett teams up with NBA superstar Stephen Curry for charity lunch, reviving iconic auction](https://longbridge.com/zh-CN/news/281182480.md) - [Warren Buffett Says He'd Buy 'A Whole Lot' Of Apple If It Gets Cheaper— And He's Not Losing Sleep Over Cashing Out $100 Billion Stake](https://longbridge.com/zh-CN/news/281202027.md) - [Warren Buffett Is Retired, But Still Going To The Office Daily](https://longbridge.com/zh-CN/news/281264271.md) - [A new RCS update could connect iPhone and Android video calls, someday](https://longbridge.com/zh-CN/news/281061647.md)