31% Of Berkshire Hathaway's Portfolio Is Concentrate…
1. Apple: up 1,050% in the past decade
The first AI stock on the list is also the largest holding in Berkshire Hathaway’s portfolio, even after the company trimmed the position considerably in recent years. The conglomerate first bought Apple (AAPL -0.65%) in the first quarter of 2016. It has probably been Warren Buffett’s most lucrative capital allocation decision. In the past decade, the Magnificent Stock has surged more than 1,000%.
Investors who are closely ing the AI boom might not immediately consider Apple a top way to bet on this trend, especially since it isn’t shelling out hundreds of billions of dollars in annual capital expenditures to build data centers. However, this business is in one of the best positions to be a leader in consumer adoption of AI.
Apple’s devices remain the primary method for people to access their digital lives. On the Q1 2026 earnings call, then-CEO Tim Cook said there were more than 2.5 billion active Apple devices around the world, an all-time high. This gives the company a powerful physical distribution advantage.
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NASDAQ: AAPL
Apple
Premium Feature
Moneyball Superscore
88/100
Today’s Change
(-0.65%) $-2.19
Current Price
$334.82
Key Data Points
Market Cap
$4.9TMarket cap calculated using publicly traded s outstanding only. Does not include unlisted, private, or dual-class non-traded s. Implied market cap may vary.
Day’s Range
$332.53 – $338.49
52wk Range
$240.21 – $344.57
Volume
22.5M
Avg Vol
53.4M
Gross Margin
48.65%
Dividend Yield
0.31%
In particular, the iPhone is arguably what makes Apple an elite AI enterprise. Demand remains robust, as this single product line posted 21.7% year-over-year sales growth last quarter (ended June 27) to $54.3 billion. That represented 49.6% of Apple’s overall revenue.
The business recently launched Siri AI, which offers new capabilities that can help people get more done. It’s part of Apple Intelligence, the company’s suite of AI features embedded in the most popular existing apps. It seems reasonable to assume that, as consumers interact with various AI tools more often going forward, this usage will occur on Apple hardware.
2. Alphabet: up 37% in the past year
In the third quarter of last year, Berkshire Hathaway turned heads in the investment community when it revealed that it had purchased s in Alphabet (GOOGL +0.71%) (GOOG +0.53%), the internet juggernaut that owns Google Search and YouTube, among numerous other platforms. Since that first buy, the conglomerate has upped its stake. Between class A and class C s, Alphabet accounts for 10% of Berkshire Hathaway’s portfolio.
s have soared 37% over the past 12 months, even though they are 14% off their mid-May peak. At a forward price-to-earnings ratio of 22.4, Alphabet’s valuation is significantly cheaper than Apple’s 34.6 multiple.
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NASDAQ: GOOGL
Alphabet
Premium Feature
Moneyball Superscore
93/100
Today’s Change
(0.71%) $2.47
Current Price
$349.80
Key Data Points
Market Cap
$4.2TMarket cap calculated using publicly traded s outstanding only. Does not include unlisted, private, or dual-class non-traded s. Implied market cap may vary.
Day’s Range
$348.89 – $359.44
52wk Range
$235.84 – $408.61
Volume
21.7M
Avg Vol
29.7M
Gross Margin
60.94%
Dividend Yield
0.25%
There is no denying that Alphabet is at the forefront of the AI revolution. It’s involved in almost every phase of this budding industry. It has a top research lab in Google DeepMind. It designs chips internally, called Tensor Processing Units. Google Cloud Platform is firing on all cylinders thanks to strong demand among enterprises for access to powerful compute resources. Segment revenue skyrocketed 82% in Q2 (ended June 30) compared to the same period in 2025.
The business has its Gemini family of AI models. And perhaps most importantly, Alphabet is integrating its AI capabilities into its various apps for billions of users, as well as for its advertising customers.
It’s interesting that Greg Abel-led Berkshire Hathaway initiated its Alphabet position at a time of heightened capital expenditures. Omaha is betting on a bright future for this tech titan.
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About the Author
Neil Patel is a contributing Motley Fool stock market analyst covering consumer staples, consumer discretionary, financials, information technology, and communication services. Prior to The Motley Fool, Neil worked in corporate finance roles at JPMorgan Chase and Capital One. He also has experience working on a start-up in the cryptocurrency space. He holds a bachelor’s degree in business administration with a specialization in finance from Ohio State University.
Stocks Mentioned
Apple
NASDAQ: AAPL
$334.67
(-0.69%)-$2.33
Motley Fool Stock Advisor’s Latest Pick
—% Avg Return
Berkshire Hathaway
NYSE: BRKA
$763,170.18
(-0.10%)-$765.77
Berkshire Hathaway
NYSE: BRKB
$508.31
(-0.17%)-$0.89
Alphabet
NASDAQ: GOOGL
$349.44
(+0.61%)+$2.11
Alphabet
NASDAQ: GOOG
$345.55
(+0.55%)+$1.87
*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
Sumber Artikel:
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