Three investment icons just poured billions of dollars into a bet on the future of AI.
Berkshire Hathaway’s latest 13F filing shows CEO Warren Buffett started a new $4.3 billion position in Alphabet (GOOG) in the third quarter of 2025, buying 17.85 million shares of Google’s parent company.
The move marks Buffett’s first-ever investment in the tech giant, and signals great confidence in Alphabet’s ability to expand its digital dominance with AI.
Meanwhile, billionaire Philippe Laffont’s Coatue Management increased its Alphabet holdings by 259%, adding 5.21 million shares for a total of 7.22 million, valuing the increase at about $1.27 billion based on quarter-end prices.
Coatue, known for its technology-focused bets, now has Alphabet as its fourth largest position.
At the same time, billionaire Stanley Druckenmiller’s Duquesne Family Office also opened a new stake in the company, acquiring 102,200 Alphabet shares worth $24.8 million.
The move aligns with Druckenmiller’s shift toward AI-driven tech stocks amid robust market growth.
Together, the billionaires’ investments amount to no less than 5.6 billion dollars.
Alphabet reported revenue of $102.3 billion in the third quarter, up 16%, driven by AI innovations.
This increase was driven by the global rollout of AI summaries in search results, the launch of Gemini 3 with enhanced reasoning and multimodal features, and robust growth in Google Cloud’s AI infrastructure.
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