For decades, Warren Buffett's biggest investment regret was not the money he lost, but the money he never made by passing on Google's IPO.
The "Oracle of Omaha" may have made up for missing the IPO. In a final masterstroke before transitioning the CEO role to Greg Abel, Buffett's Berkshire Hathaway (NYSE:BRK) (NYSE:BRK) has seen its stake in Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) grow by more than $1.6 billion in less than a year.
The $4 Trillion Club
On Monday, Alphabet joined the elite group of $4 trillion market cap giants, alongside Nvidia, Microsoft and Apple, Inc. (NASDAQ:AAPL).
Driven by the massive success of the Gemini 3 AI models and a landmark deal to power Apple's next-generation Siri, Alphabet stock soared past the $335 mark, according to Benzinga Pro.
For Berkshire, which disclosed its $4.3 billion Q2 entry in late 2025, the timing could not have been more surgical.
The Alphabet position became the fund's 10th-largest at the end of the third quarter, accounting for 1.6% of the investment portfolio’s assets.
Sealing the Legacy
The Google investment serves as an ideal bookend to Buffett's career.
Historically tech-averse, the “Oracle of Omaha” spent years explaining how he regretted missing Google, despite seeing its “zero-marginal-cost” advertising prowess firsthand through GEICO.
By acquiring 17.8 million shares just as Alphabet accelerated its AI pivot, Buffett has proven that value investing can still thrive in the age of hyperscalers.
A New Era for Berkshire
As Buffett steps into his role as Chairman, Google marks a shift in Berkshire's portfolio—moving away from a heavy tech reliance on Apple and toward a diversified AI future. Buffett captured Alphabet's late-stage value explosion and left Berkshire perfectly positioned for the Abel era.
Image: Shutterstock
