Today we are looking at an investment move that truly surprised everyone. Because when Warren Buffett invests in Google for the first time, something important is happening. And yes, Buffett may have said in the past that he doesn’t like tech stocks, but it seems he made an exception once again.
THE BUFFETT SHIFT
What makes this move even more interesting is that it happened at the same time he announced he is preparing to step down as CEO of Berkshire Hathaway. In other words, Buffett is leaving… but not really leaving. As he wrote in his Thanksgiving letter this year, “I’ll go quietly… sort of.” He will continue speaking to shareholders every year, while gradually handing more responsibility to Greg Abel.
In Q3 2025, Berkshire revealed its latest positions through the usual 13F filing. And that’s where the big surprise appeared. They added 17.8 million Alphabet Class A shares worth around $4.3 billion. One of the largest additions in the company’s history. This news alone sent Google’s stock up 3.5% in after-hours trading.
And we’re talking about a company Berkshire had essentially ignored in the past. Buffett himself admitted they “screwed up” by not buying Google earlier, even though they saw firsthand how effective Google advertising was for their own businesses. Yet in 2019, they did nothing, even as shares were at about $59.
Now, with Greg Abel gradually taking the lead and with Ted Weschler and Todd Combs managing more of the portfolio, Berkshire’s investment profile is clearly opening up to more modern choices. Google is the perfect example. It’s very possible the decision came from one of the two portfolio managers, or even from Abel himself, who doesn’t share Buffett’s more traditional biases.
Of course, it wasn’t just Google. Berkshire also increased its stakes in Chubb (insurance), Sirius XM, and Domino’s Pizza. Specifically, they added 4.3 million Chubb shares, 5 million Sirius XM shares, and 0.35 million Domino’s Pizza shares.
At the same time, they continued trimming positions in giants like Apple and Bank of America ($BAC), a process that began last quarter. The Apple position was reduced by 15% and now stands at 238 million shares.
Their stake in Bank of America was cut by 6%, dropping to 568 million shares.
INVESTMENT TAKEAWAY
Still, Google stands out. Because it’s not just another tech company. It is a data monopoly, an everyday utility, an advertising powerhouse, a productivity platform, and one of the major players in AI. And now… it’s also one of Warren Buffett’s big bets.
Posted Using INLEO