The world’s largest holdings company, Berkshire Hathaway, filed a regulatory report after markets closed on Friday, giving investors a sneak peek into the big decisions made by Buffett and his team.
The world’s largest holdings company, Berkshire Hathaway, headed up by legendary investor Warren Buffett, filed a regulatory report after markets closed on Friday. This filing gives investors a sneak peek into the big decisions made by Buffett and his team.
This comes at the end of a week marked by significant stock market ups and downs, largely driven by speculation of an ‘AI bubble’. The report gives us insight into the publicly traded portion of Berkshire Hathaway’s portfolio and details what was bought and sold by the company in the third quarter of 2025.
What did Berkshire buy?
Friday’s report revealed several key purchases, with one standing out significantly:
- Big on tech: Despite a tough week for tech stocks, Berkshire’s largest purchase was an additional 17.8 million shares of Google’s parent company, Alphabet. At the end of September, this new position was valued at roughly $4.3 billion.
- Holding firm: The company also maintained its position in Amazon, another of the ‘Magnificent Seven’ stocks that suffered in the most recent tech selloff.
- Other stakes: Other purchases reported included shares in Chubb, Domino’s Pizza, Sirius XM, and homebuilder Lennar.¹
What does this mean?
As is always the case, market swings are a normal part of investing, and it's often wise to focus on a long-term plan.
While reports from holding companies don’t offer a secret map to the future, they can serve as a reminder of the importance of a plan and provide a window into the views of major investors.
Here are a couple of potential takeaways:
- A "hyper-scaler" bet? Fears over the dominance of big tech in the S&P 500 are being felt in some share prices. However, Berkshire's significant buy into Alphabet suggests they share a glimmer of optimism about these companies and the future of Artificial Intelligence (AI).
- Confidence in AI investment: This AI investment confidence is shared by major investors like Phillippe Laffont and Bill Ford, whose funds manage nearly $190 billion. They justify big tech's high valuations by citing their 'hyper-scaler advantage' and unique ability to invest an estimated $500 billion in AI projects next year.²
- The long-term view: Ultimately, Berkshire's strategy of buying into a tech giant during a period of market volatility, can be seen as a classic example of focusing on long-term fundamentals rather than short-term market noise.
2CNBC
Stay on track with Chip
We’ve kept investing simple with a curated range of investment funds, that give you diversified access to different markets and asset classes — helping you invest for the long-term.
You don’t need billions of dollars to get started, just £1 and an investment account. Check out the options in our app and head to ‘Invest’ to get started with a Stocks & Shares ISA or General Investment Account.
Right now we’re also letting new investors benefit from 0% platform fees* until 31 January 2027. Eligibility & T&Cs apply.
*Fund management charges apply.
When investing, your capital is at risk. The value of your investments can go down as well as up and you may get back less than your original investment. Chip does not provide financial advice.
Seccl Custody Limited is the ISA Manager for the Chip Stocks and Shares ISA. A monthly or annual ChipX membership required for certain funds selected within a Stocks and Shares ISA. ISA limits apply. Invest £20k per tax year. Chip does not provide tax or financial advice. Tax treatment depends on individual circumstances and may be subject to change in the future.
GIA proceeds are potentially taxable, subject to any annual exemption that may apply.
Savings
Chip is a trading name of Chip Financial Ltd and is authorised by the Financial Conduct Authority under the Payment Services Regulation 2017 for the provision of payment services. Firm Reference Number 911255.
Investments
Chip Financial (Investments) Ltd is authorised and regulated by the Financial Conduct Authority, under firm reference number 1005114.
Important to know: When investing, your capital is at risk. The value of your investments can go down as well as up and you may get back less than your original investment.
1Tax treatment depends on individual circumstances and may be subject to change in the future.