29.7% of Berkshire Hathaway's $356 Billion Portfolio Is Invested in 2 Artificial Intelligence Stocks

Under new CEO Greg Abel, Berkshire Hathaway has significantly increased its AI investments, with nearly 30% of its portfolio concentrated in two tech giants. Alphabet's position has been quadrupled since early 2026, benefiting from AI-enhanced search features and a booming Google Cloud business with a $514 billion order backlog. Apple remains Berkshire's largest holding at 19.5% of the portfolio, leveraging its in-house chip design for AI integration across 2.5 billion devices.