Berkshire added 48 million Alphabet shares in Q2, an 83% increase making it their third-largest holding worth $37.8 billion. Druckenmiller independently initiated a new Alphabet position while boosting Amazon by over 1,000% and nearly tripling his United Airlines stake. Both investors independently bought Alphabet, Delta Air Lines, and D.R.
Horton in the same quarter, a rare convergence that brought together two contrasting investment styles. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Earnings season doubles as confession season on Wall Street. Every August, the biggest money managers in the world file their 13Fs with the SEC, and for a few days investors get an unusually clear window into what smart money actually did with its cash last quarter -- not what it said on CNBC.
This year's filings landed with a theme: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL). Two of the most closely watched billionaire investors in the country, working independently and managing very different pools of capital, both used the second quarter to build up meaningful stakes in Google's parent company. One of them is a name every retail investor already knows.
Berkshire Hathaway's (NYSE:BRK-A)(NYSE:BRK-B) Q2 13F showed the company added roughly 48 million Alphabet shares, an 83% increase that pushed its combined GOOGL/GOOG position to about 106 million shares worth $37.8 billion. That's now 10.2% of Berkshire's equity portfolio -- enough to make Alphabet the third-largest holding, trailing only Apple (NASDAQ:AAPL) at $70 billion and American Express (NYSE:AXP) at $51.9 billion, and ahead of longtime staple Coca-Cola (NYSE:KO). Roughly 60% of the added shares came from Berkshire's $10 billion private placement with Alphabet in June, earmarked to help fund AI infrastructure.
The rest -- about $7 billion -- Berkshire bought on the open market. SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $3,000 in complimentary stock for Active Invest accounts.
See for yourself by clicking here now. Buffett told CNBC in June that Alphabet was his idea, and that Berkshire began building the position back in the third quarter of 2025. He's since handed day-to-day stock-picking to CEO Greg Abel, but says the two still talk through where capital goes.
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