Warren Buffett will step down as CEO of Berkshire Hathaway at the end of this year, having led the company since 1965 into one of the world’s largest investment conglomerates. Under his tenure, Berkshire has shifted towards technology investments, notably in Apple and Amazon, which together constitute approximately 22% of Berkshire’s $282 billion stock portfolio.
Apple
Apple (NASDAQ: AAPL) is Berkshire’s largest holding at 21.6%, even after selling over 600 million shares last year. The company faces challenges such as competition in AI and issues in the Chinese market, where the release of its AI-powered software has been delayed. Despite these challenges, Apple retains strong brand value.
Amazon
Amazon (NASDAQ: AMZN) comprises a smaller percentage of the portfolio, with ownership attributed to Berkshire’s investment managers rather than Buffett himself. Amazon Web Services (AWS) dominates the cloud market with a 30% share. CEO Andy Jassy highlighted the potential for AWS in generative AI, indicating that revenue could surpass previous projections.
