Berkshire Hathaway Bets Big on Apple and Alphabet

Berkshire Hathaway's top holdings, Apple and Alphabet, make up a significant portion of its total portfolio. Apple accounts for 20.1% of Berkshire's equity portfolio, while Alphabet makes up 6.8% with Class A shares and 1.8% with Class C shares.

New CEO Greg Abel has continued to buy Alphabet stock, including a $10 billion private placement investment in June. This move suggests that Abel sees value in tech stocks and artificial intelligence companies like Alphabet.

Berkshire Hathaway's long-term approach to investing may be one reason it still holds onto these big-tech stocks despite their massive market capitalization. The conglomerate's philosophy emphasizes finding undervalued assets, and it believes Alphabet and Apple have growth potential ahead.