Alphabet's Remarkable Investment Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Source: NASDAQ.COM
- SpaceX Investment Returns: Google's $900 million investment in SpaceX in 2015 has skyrocketed to a valuation of $110.3 billion today, yielding an astonishing 12,156% return, highlighting its successful investment strategy in space infrastructure.
- Anthropic Stake Increase: Google invested $2 billion in Anthropic in 2023 and an additional $1 billion in 2025, currently holding about 14% of the company, with total investments reaching approximately $135.1 billion, reflecting its strategic positioning in the AI sector.
- AST SpaceMobile Profitability: Google's acquisition of over 8.9 million shares of AST SpaceMobile in Q1 2025, now trading near $89 per share, indicates an estimated 250% unrealized profit, further solidifying its investment advantage in satellite communications.
- Investment Management Capability: Alphabet's investment performance surpasses most investors on Wall Street, showcasing its strength as a top-tier money manager through successful investments across multiple high-growth sectors.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 366.460
Low
305.00
Averages
374.25
High
400.00
Current: 366.460
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Portfolio Restructuring: Abel has concentrated 30% of Berkshire's $343 billion investment portfolio in two foundational AI stocks, Apple and Alphabet, signaling a strategic pivot towards high-growth technology sectors that could enhance future earnings.
- Growth Potential of Alphabet: Abel more than doubled Berkshire's stake in Alphabet's Class A shares in Q1 and opened a position in Class C shares, alongside a commitment to purchase a $10 billion private placement, reflecting confidence in Alphabet's sustainable competitive advantages and likely strengthening Berkshire's market position.
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See More
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- Capital Investment: Berkshire agreed to purchase $10 billion in newly issued Alphabet shares through a private placement, further enhancing its investment in the artificial intelligence sector, indicating the company's focus on future tech trends.
- Shareholding Growth: As of March 31, 2026, Berkshire's stake in Alphabet has grown to approximately 86.4 million shares, valued at around $31.6 billion, reflecting a gradual tilt towards tech stocks that may influence investor perceptions of the company's future performance.
- Strategic Shift: While the overall asset allocation has not changed significantly, Abel's move suggests an increasing allocation to technology stocks, and if the AI growth trend continues, this strategic adjustment could prove wise in hindsight.
See More
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- Major Investment Moves: Last month, Berkshire Hathaway made a significant $10 billion private placement investment in Alphabet, further increasing its equity position, indicating a sustained interest in technology stocks that may foreshadow larger allocations in the future.
- Acquisition Plans: Concurrently, Berkshire announced an $8.5 billion acquisition of homebuilder Taylor Morrison, marking the first major acquisition under Abel's leadership and reflecting the company's strategic intent to diversify its investments.
- Equity Growth: Berkshire's stake in Alphabet has surged from 17.9 million shares last year to approximately 86.4 million shares now, valued at around $31.6 billion, highlighting the company's focus on the growth potential of artificial intelligence, which could influence investor perceptions of its stock.
- Market Resilience: Despite Abel's strategic shifts, Berkshire retains nearly $400 billion in cash, representing 36% of its market cap, positioning the company well to weather downturns, although further investments in tech stocks should be approached with caution.
See More
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