Berkshire Hathaway’s Portfolio: 31% Focused on Two Key AI Stocks Under Greg Abel

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**Berkshire Hathaway Shifts Focus to Technology Investments**

As of September 16, 2026, Berkshire Hathaway’s public equities portfolio, valued at $365 billion, allocates 30.7% to artificial intelligence stocks—its largest holding being Apple (NASDAQ: AAPL). Apple’s investment has increased by over 1,050% in the past decade, fueled by robust iPhone sales that reached $54.3 billion in Q2, representing nearly 50% of the company’s revenue. Berkshire believes that Apple’s devices are primed to lead consumer interaction with AI.

In addition to Apple, Berkshire has invested in Alphabet (NASDAQ: GOOGL), which makes up 10% of its portfolio after significant purchases last year. Alphabet’s stock has climbed 37% in the past year, driven by strong demand for its Google Cloud services, which posted an 82% revenue increase in Q2. Under CEO Greg Abel, Berkshire’s investments signal confidence in the tech sector’s role in the evolving economic landscape.

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