Buffett’s firm nearly triples its GOOGL holding to 57.8 million shares while Pershing Square sells 95% of its position.
Berkshire Hathaway disclosed a near-tripling of its Alphabet stake to 57.8 million shares worth $16.6 billion in Q1 2026, making it a top-five holding. The move contrasts with Bill Ackman’s Pershing Square, which liquidated over 95% of its Alphabet position and shifted into Microsoft.
Alphabet reported Q1 2026 earnings of $5.11 per share, beating consensus estimates of $2.63, with revenue rising 21.8% year-over-year to $109.90 billion. Google Cloud’s backlog surged to $460 billion in contracted future demand, while the stock trades at a forward P/E of 25, below the S&P 500 average.
Other institutional investors, including Ray Dalio’s Bridgewater and high-profile figures like Trump and Pelosi, also added Alphabet shares in early 2026, highlighting a split in smart-money sentiment over the stock.