Buffett Personally Leads Berkshire's New Position in Google
Taylor Wilson
Buffett told CNBC that Berkshire Hathaway's large-scale investment in Alphabet was his own call — a rare personal bet on a tech stock that breaks Berkshire's long-standing pattern of avoiding the sector.
Who made the call on this investment?
Buffett confirmed that the Alphabet (Google's parent) position was initiated by him personally, not by portfolio managers Todd Combs or Ted Weschler.
This means → it was not a routine team decision but one driven by Buffett's own conviction — a fundamentally different signal.
Berkshire has historically been cautious on tech stocks. Buffett stepping in himself is the message.
Why is this move unusual?
Berkshire's tech-stock history is remarkably thin: before Apple, it had almost no major tech holdings.
In plain terms = Buffett's long-standing rule is "don't touch what you don't understand." His decision to personally back Google says he believes he does understand it.
This reflects confidence in Alphabet's business model — not trend-following, but endorsement.
Do we know how much he bought?
Neither the position size nor the timing has been disclosed; details await future regulatory filings.
This means → the market knows Buffett bought in, but how much and when remain entirely unknown.
The next SEC 13F filing will be the key document — only then can the true scale of this investment be judged.
Content is for reference only, not financial advice.