Berkshire Hathaway now holds 30.6% of its $350 billion portfolio in Apple and Alphabet, signaling a strategic shift toward AI-driven growth under CEO Greg Abel.
Apple remains Berkshire's largest holding at 20.7% of the portfolio, and the article highlights its AI-driven ecosystem as a source of continued customer loyalty.
Berkshire has built a multi-billion-dollar Alphabet stake across three purchases, pointing to confidence in Alphabet's cloud and Gemini AI growth.
Alphabet's Class C shares are explicitly mentioned as part of Berkshire's new holding, reflecting the same AI-driven growth thesis as Class A.
Berkshire Hathaway is the holding company featured in the article, and its portfolio allocation to Apple and Alphabet is presented as a notable investing signal.
Berkshire Hathaway's Class B shares are explicitly mentioned, reflecting the same portfolio concentration in Apple and Alphabet.
Berkshire Hathaway has pivoted its investment strategy under new leadership, dedicating over $112 billion to Apple and Alphabet. While Apple remains a core holding focused on consumer loyalty and on-device AI, the conglomerate has aggressively expanded its position in Alphabet to capture growth in cloud computing and Gemini AI infrastructure.
Berkshire sees significant growth potential in Alphabet's cloud computing division, which saw 81% year-over-year revenue growth, and the integration of Gemini AI into its advertising and search products.