Berkshire Hathaway Inc

Berkshire Hathaway Inc declares $103.7B in 2 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 34.7% of its $299.3B 13F portfolio. Largest positions: Apple (1.6% of the company) and Alphabet (0.86% of the company). Over time: $103.7B in 2 of these companies for Q2 2026, against $73.0B in 2 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $17.2B and sold nothing of these stocks, at the quarter's prices: a net purchase of $17.2B.

Performance of its AI picks

The AI-stock portfolio Berkshire Hathaway Inc declared for Q2 2026 (Form 13F), held unchanged, returned +8.3% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: +27.3% (SMH +87.2%). Over three years, quarter after quarter: +91.1% (SMH +325.8%). Over five years, quarter after quarter: +130.5% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Apple (AAPL): $66.0B, 227.9M shares, 1.6% of the company, 22.0% of its portfolio; held since Q4 2019 or earlier
2. Alphabet (GOOGL): $37.8B, 106.0M shares, 0.86% of the company, 12.6% of its portfolio (added this quarter); held since Q3 2025

By sector

• Cloud & AI giants: $103.7B, 100% of its AI holdings, 2 companies

Biggest changes this quarter

• added to Alphabet (GOOGL): +$17.2B at the quarter's price

Other holders of this size

• ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: $99.1B in 126 of these companies
• JENNISON ASSOCIATES LLC: $103.9B in 110 of these companies
• VanEck: $98.5B in 160 of these companies
• HSBC HOLDINGS PLC: $105.9B in 184 of these companies
• Swiss National Bank: $98.3B in 201 of these companies
• Janus Henderson: $110.1B in 205 of these companies
• SG Americas Securities, LLC: $98.1B in 215 of these companies
• MASSACHUSETTS FINANCIAL SERVICES CO /MA/: $115.5B in 133 of these companies

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