Berkshire Hathaway Shifts Tech Strategy with $4.3 Billion Alphabet Bet While Reducing Apple Exposure

Warren Buffett's Berkshire Hathaway made a surprising pivot into Big Tech with a $4.3 billion investment in Alphabet during Q3 2025, marking a departure from its traditional value investing approach. The conglomerate acquired 17.85 million shares of the Google parent company, making it Berkshire's tenth-largest U.S. equity holding at 1.6% of its portfolio.

Meanwhile, Berkshire continued its multi-quarter retreat from Apple, selling 42 million shares to bring its position down to 238.2 million shares—a 74% reduction from its peak 900 million share stake in 2023. Despite the divestment, Apple remains Berkshire's largest holding at $60.7 billion, representing 22.7% of its investment portfolio.

The moves come during a transitional period for the Omaha-based firm, which reported $12.5 billion in stock sales against $6.4 billion in purchases during the quarter. Berkshire's cash pile swelled to a record $381.7 billion as Buffett prepares to hand the CEO role to Greg Abel in January 2026 after six decades of leadership.