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Berkshire Hathaway Skips Nvidia, Bets Big on Apple and Alphabet

Guavy AI Editorial Team Published September 8, 2026

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AAPL NVDA

Berkshire Hathaway's $361 billion portfolio has avoided heavy investment in Nvidia during the AI boom, despite holding three major AI-related stocks.

The company's largest holding is Apple, which accounts for 20.2% of its portfolio and enhances its ecosystem through its Apple Intelligence AI suite.

Alphabet, making up 7.4% of Berkshire's portfolio, provides the infrastructure for AI applications through its cloud platform and custom chips.

Moody's, as Berkshire's ninth-largest holding, leverages AI to enhance the value of its economic forecasts and credit rating services.

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