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Berkshire Hathaway has disclosed a new $4.34B stake in $GOOGL, funded partly by trimming $AAPL. This significant investment by a major player highlights strong long-term confidence in $GOOGL's compounding potential.
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"13F season highlight: $BRK.B (Berkshire Hathaway) disclosed a new stake of 17.8M shares of $GOOGL worth about $4.34B. $GOOGL is now the 10th largest position in the Berkshire portfolio Funded partly by trimming $AAPL again Important nuance: Warren Buffett himself has admitted he missed $GOOGL early despite seeing how much $GEICO used it This new $GOOGL position was almost certainly initiated by Ted Weschler and/or Todd Combs not Buffett directly Still when the ultimate quality-investor vehicle builds a multi-billion position in $GOOGL it says a lot about how they see its long-term compounding"
X Link @Alerts_Bullish 2025-12-03T11:48Z XXX followers, XXX engagements