Alphabet, casa matriz de Google, entra al portafolio de Warren Buffett mientras avanza su sucesión
Periodista Portafolio16.11.2025 13:03 Actualizado: 16.11.2025 13:48

TL;DR
- Berkshire Hathaway revealed a $4.3 billion stake in Alphabet, making it the tenth-largest holding.
- This marks a departure from Buffett's usual investment strategy, favoring consumer product aspects of Alphabet over pure tech.
- Alphabet's stock has risen 46% this year, driven by AI demand boosting its cloud business.
- Berkshire reduced its Apple holdings by an additional 15% in the third quarter, now valued at $60.7 billion.
- The conglomerate also decreased its Bank of America stake by 6%, to under $30 billion.
- Buffett plans to cede leadership of Berkshire in 2026 and is accelerating the transfer of shares to his children's philanthropic foundations.
- He will no longer write the annual report or participate in investor meetings.