Berkshire Hathaway’s Strategic Investments Under New CEO
In the first half of 2026, Berkshire Hathaway has significantly increased its stake in Alphabet while maintaining Apple as its largest holding. As of July 14, Berkshire’s equity portfolio totals $351 billion, with Apple and Alphabet collectively accounting for about 30% of its invested capital. Greg Abel, who assumed the CEO role earlier this year, tripled Berkshire’s existing position in Alphabet during the first quarter and committed an additional $10 billion through a private placement in the internet giant.
Abel’s strategy marks a notable shift as Berkshire previously avoided high-growth tech investments. Apple trades at a forward price-to-earnings ratio of 36 and Alphabet at 25, reflecting their solid competitive advantages despite a generally inflated market. These investments align with Berkshire’s long-term focus on companies with robust cash flow and competitive moats, suggesting a calculated approach to capital allocation.
5 Stocks Our Experts Predict Could Double In the Next Year
By submitting your email, you'll also get a free pivot & flow membership. A free daily market overview. You can unsubscribe at any time.
