Berkshire Hathaway (NYSE: BRKA, BRKB) reported its second-quarter results on August 8, 2026, highlighting its significant investments in technology stocks, primarily in Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOG, GOOGL). Apple constitutes 20.1% of Berkshire’s equity portfolio, while Alphabet’s Class A shares make up 6.8%, and Class C shares account for 1.8%. CEO Greg Abel has increased Berkshire’s stake in Alphabet, including a $10 billion private placement investment in June, indicating a strategic shift towards tech investments.
Under Abel’s leadership, Berkshire appears poised to embrace the tech sector more aggressively than in the past. While former CEO Warren Buffett maintained a cautious approach to technology, Abel’s investments signal confidence in companies like Apple and Alphabet, which are well-positioned to benefit from the growing AI market. Alphabet holds a 14% share of the global cloud computing market, while generative AI apps contributed $900 million in fees to Apple in 2025.
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