Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a> <\/p>\n I think Berkshire’s decision to steadily increase its position in Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) reflects a deep commitment to long-term ownership that has defined the investment conglomerate for decades. Let’s take a look at what makes Alphabet so unique and assess how it could evolve into Berkshire’s next forever stock. <\/p>\n The most classic example of a forever stock in Berkshire’s portfolio is Coca-Cola. Berkshire began accumulating shares in the late 1980s and has held shares through multiple market cycles, recessions, and leadership changes without ever dumping the core position. <\/p>\n The appeal lies in Coke’s unmatched brand moat, vast distribution network, and pricing power — qualities that generate consistent profitability regardless of economic conditions. Similar thinking could be applied to larger holdings such as American Express, where network effects and customer loyalty create barriers to entry and switching costs that competitors struggle to overcome at scale. <\/p>\n The takeaway here is that forever holdings ultimately reward patience: Berkshire benefits from decades of compound earnings growth and dividend increases while avoiding the cost and taxes associated with frequent trading. <\/p>\n According to 13F filings, Berkshire first disclosed a stake in Alphabet during the third quarter of 2025 — acquiring 17.8 million shares. By the end of the first quarter of 2026, Berkshire’s Alphabet position had more than tripled to roughly 54 million shares. <\/p>\n The most recent addition came just last month. After Alphabet announced plans to raise $80 billion in equity to fund its artificial intelligence (AI) infrastructure build-outs, Berkshire agreed to purchase $10 billion<\/a> of new shares through a private placement. The transaction was split evenly: $5 billion across both Class A and Class C shares. <\/p>\n Story Continues <\/p>\n This deal directly follows Berkshire’s earlier purchases, signaling continued conviction in Alphabet’s long-term trajectory even as the C-suite transitioned at Berkshire. <\/p>\n Why Alphabet could become a forever holding <\/p>\n Alphabet possesses several characteristics that have historically attracted Berkshire to permanent ownership. For starters, Alphabet’s business model is exceptionally diverse, spanning internet search (Google), video (YouTube), mobile software (Android), cloud computing (Google Cloud), and ambitious bets in AI and autonomous driving. This breadth provides multiple growth drivers while reducing reliance on any single revenue stream. <\/p>\n Indeed, Alphabet maintains a near-monopoly position in online search supported by sticky user habits, proprietary data advantages, and unmatched brand recognition. These moats bring unprecedented scale and profitability to the company’s core advertising business. <\/p>\n Furthermore, Alphabet has meaningful footholds in both consumer and enterprise markets. In particular, Google Cloud has emerged as a fast-growing, high-margin segment serving businesses and individuals worldwide. Lastly, Alphabet also pays a modest dividend — a feature Berkshire has long favored because it demonstrates both financial strength and a willingness to return capital to shareholders. <\/p>\n The combination of a solid core advertising business, expanding high-return opportunities in the AI ecosystem, and a shareholder-friendly capital allocation program makes Alphabet a natural extension of the forever-holding template. <\/p>\n Like Coca-Cola from decades earlier, Alphabet now represents the type of high-quality compounder that rewards investors willing to hold through periods of volatility and focus more on the underlying business performance. Berkshire’s growing commitment to Alphabet underscores this enduring appeal, making it a compelling stock to buy and hold over a multiyear horizon. <\/p>\n Should you buy stock in Alphabet right now? <\/p>\n Before you buy stock in\u00a0Alphabet, consider this: <\/p>\n The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a>\u00a0for investors to buy now\u2026 and\u00a0Alphabet\u00a0wasn’t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. <\/p>\n Consider when\u00a0Netflix\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $418,761!*\u00a0Or\u00a0when\u00a0Nvidia\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you’d have $1,195,804!* <\/p>\n That performance is why people listen. With a track record of\u00a0beating the S&P 500 by 4x,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul. <\/p>\n See the 10 stocks \u00bb<\/a> <\/p>\n *Stock Advisor returns as of July 6, 2026. <\/p>\n American Express is an advertising partner of Motley Fool Money. Adam Spatacco<\/a> has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, American Express, and Berkshire Hathaway. The Motley Fool has a disclosure policy<\/a>. <\/p>\n<\/a> Image source: Getty Images. What makes a stock a forever holding? <\/p>\n
<\/a> Image source: The Motley Fool. When did Berkshire first buy Alphabet stock? <\/p>\n