Something quietly shifted in the investment world this past quarter. A legendary holding company just planted a serious flag in Big Tech territory.

Through Q3 2025, we're looking at a fresh position of roughly 17.8 million Alphabet Class A shares—that's about $4.3 billion worth of GOOGL sitting on the books by September's end. The move bumps this stake into the top 10 equity positions for the Omaha-based giant.

What makes this interesting? It's a departure from the usual playbook. The kind of pivot that gets analysts talking. We're watching a value-focused behemoth wade deeper into tech infrastructure—the same infrastructure powering everything from cloud services to emerging Web3 frameworks.

The scale matters. The timing matters more. This isn't a toe-dip; it's a calculated bet on digital transformation at a moment when traditional finance and decentralized systems are colliding.

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