Veytics Intelligence
2026-09-16 · Yahoo

Greg Abel Grew Berkshire Hathaway's Alphabet Stake by 83% Last Quarter, One of His Boldest Equity Bets Yet as CEO. Is Alphabet Now a Core Berkshire Holding?

Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) added shares of Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) to its stock portfolio for the first time when Warren Buffett was still CEO. Since then, it has dramatically expanded its position, and under new CEO Greg Abel's watch, it has become the third-largest (and sometimes fourth-largest, depending on daily stock price movements) position in the equity portfolio. Let's take a look at how it fits into the company's core holdings. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia.

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