20% of Warren Buffett-led Berkshire Hathaway's $341 Billion Portfolio Is Invested in 1 Stock That's Quietly Trying to Cash in on the AI Boom
Key takeaways
- BRK-B NVDA AAPL Berkshire Hathaway has a gargantuan public equities portfolio valued at $341 billion (as of June 17).
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
- The Omaha conglomerate, of which Warren Buffett is the executive chairman, first bought shares in Apple (NASDAQ: AAPL) in the first quarter of 2016.
BRK-B NVDA AAPL Berkshire Hathaway has a gargantuan public equities portfolio valued at $341 billion (as of June 17). While there are dozens of positions, a single business represents 20% of the holdings. This "Magnificent Seven" company is quietly trying to cash in on the artificial intelligence (AI) boom.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The Omaha conglomerate, of which Warren Buffett is the executive chairman, first bought shares in Apple (NASDAQ: AAPL) in the first quarter of 2016. In the past decade, the consumer tech giant s stock price has surged 1,120%. Even after trimming this position since late 2023, Apple remains the largest position in Berkshire s portfolio.