Berkshire Hathaway Increases Alphabet Stake to $37.76

Berkshire Hathaway has significantly increased its stake in Alphabet, the parent company of Google, during the second quarter of 2026. The Omaha-based conglomerate acquired approximately 48.1 million shares of Alphabet, raising its total holdings to about 106 million shares valued at $37.76 billion as of June 30, according to a regulatory filing released on August 14. This marks a substantial increase from the end of 2022, when Berkshire held only 17.8 million shares worth $5.6 billion. CEO Greg Abel, who took over from Warren Buffett at the beginning of the year, confirmed the $10 billion investment in Alphabet initiated last fall.

Homebuilder Investments

In addition to its tech investments, Berkshire Hathaway has expanded its holdings in the U.S. homebuilding sector. The company increased its stake in Lennar by nearly 30% and established a new position in D.R. Horton, valued at $580,504 as of June 30. Furthermore, Berkshire completed a $6.8 billion acquisition of homebuilder Taylor Morrison in July. The conglomerate also raised its investments in Delta Air Lines and Macy's, with stakes valued at approximately $5.37 billion and $173 million, respectively.

Portfolio Adjustments

Berkshire Hathaway's second-quarter activity also included a reduction in its stakes in several companies, including supermarket operator Kroger and steel manufacturer Nucor. Notably, the company divested its entire holding in Constellation Brands, totaling 632,890 shares. Overall, Berkshire was a net buyer of nearly $19.8 billion in publicly traded stocks during the quarter, purchasing $23.5 billion while selling $3.7 billion.

Based on reporting by: livemint.com, forbes.com