Berkshire Hathaway Raises Alphabet Stake and Expands Investments
Berkshire Hathaway increased its investment in Alphabet, the parent company of Google, during the second quarter of 2026 while also expanding its holdings in U.S. homebuilders, according to the latest regulatory filing detailing changes to its investment portfolio.
The Omaha, Nebraska-based investment company continued to reduce its exposure to financial companies and several other stocks during the April-June period, according to a regulatory filing submitted late Friday.
Berkshire Expands Alphabet Investment
Berkshire Hathaway bought approximately 48.1 million additional Alphabet shares during the second quarter, bringing its total holding in the technology giant to roughly 106 million shares.
The stake was valued at approximately $37.76 billion as of June 30, according to the filing. At the end of December, Berkshire held only about 17.8 million Alphabet shares, valued at approximately $5.6 billion.
Berkshire CEO Greg Abel, who succeeded Warren Buffett at the beginning of the year, approved a $10 billion investment in Alphabet shares in June, expanding a position Berkshire began building last fall.
Alphabet has said it plans to raise $80 billion to finance the computing infrastructure needed to operate its artificial intelligence offerings.
Berkshire Boosts Homebuilder Holdings
Beyond technology, Berkshire continued to increase its exposure to the U.S. homebuilding sector.
The company increased its stake in Lennar by nearly 30% during the second quarter. It also established a new, small position in D.R. Horton, valued at $580,504 at the end of June.
In July, Berkshire completed its $6.8 billion acquisition of homebuilder Taylor Morrison.
Larger Stakes in Delta Air Lines and Macy's
Berkshire also sharply increased its holdings in Delta Air Lines and Macy's during the second quarter.
Its stake in Delta Air Lines was valued at approximately $5.37 billion, while its Macy's holding was worth about $173 million as of June 30.