Berkshire Hathaway and Stanley Druckenmiller both increased Alphabet holdings, making it Berkshire’s third-largest position at $37.8 billion.
Berkshire Hathaway added 48 million Alphabet shares in Q2, raising its stake by 83% to 106 million shares valued at $37.8 billion. The position now accounts for 10.2% of Berkshire’s equity portfolio, making Alphabet its third-largest holding.
Stanley Druckenmiller independently initiated a new Alphabet position while expanding Amazon and United Airlines stakes. Both investors also bought Delta Air Lines and D.R. Horton shares, signaling rare alignment in their strategies.
The Q2 13F filings revealed a broader trend of institutional interest in Alphabet, coinciding with earnings season disclosures from major money managers.