Alphabet Inc. ( ticker: GOOGL ) announced that Berkshire Hathaway’s investment vehicle raised its holding to roughly 57.8 million shares, a stake now worth about $16.6 billion, as disclosed in the Q1 2026 13F filing.
Investment Details
Berkshire’s expanded position pushes Alphabet into the conglomerate’s top five equity holdings, an uncommon move for a firm known for its cautious, long‑term approach. The purchase came after a 6 % drop in Alphabet’s share price over the past month, offering a perceived entry point for value‑focused investors. With a forward P/E ratio near 25×, the stock sits below the broader S&P 500 average, reinforcing its appeal to traditional institutional capital.
Alphabet’s Recent Results
For the first quarter of 2026, Alphabet reported revenue of $109.9 billion, reflecting a 21.8 % increase year over year. Earnings per share climbed to $5.11, far surpassing the consensus estimate of $2.63, while Google Cloud’s growth accelerated by 63 % on a year‑to‑date basis. The company’s contracted backlog now exceeds $460 billion, a legally binding metric that signals stable future cash flow for investors.
Market Implications
Alphabet’s stock has risen 115 % over the trailing twelve months and is up