How big is Berkshire's Apple stake now?

As of its second-quarter 13F filing, Berkshire owned 227.9 million Apple shares, valued at $79.1 billion, after heavy selling between 2024 and 2025.

How did Berkshire's Alphabet position grow under Abel?

In the first quarter of 2026 it rose from about 17.8 million shares to nearly 54 million, then buying continued in Q2 tied to a $10 billion private placement. The position is now $33.8 billion across 106 million Class A and C shares.

What does Bending Spoons do, and what did Berkshire invest?

The Italian company acquires established digital businesses such as Evernote, Vimeo, and AOL and uses AI to optimize them. Berkshire put in $600 million at the July IPO and $330 million more through 10 million shares at $33 each, reaching about a 4% stake.

Yahoo Finance AI2m agoOct 28, 2026, 06:01 JST

Berkshire's $114.4 billion tech bet: 31.4% in three non-pure-play AI stocks

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3 Key Points

What happened
Apple, Alphabet, and Bending Spoons make up about $114.4 billion, or 31.4%, of Berkshire's estimated $364 billion portfolio under successor Greg Abel.
Why it matters
None is a pure-play AI company; each has an established business model that could become more valuable as AI adoption accelerates, so Berkshire gains AI exposure through cash-generating franchises.

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Context & Analysis

Berkshire's tech exposure has shifted markedly. Apple, first bought in 2016, was trimmed through 2024–2025 before stabilizing at 227.9 million shares worth $79.1 billion. Alphabet, first purchased in Q3 2025 while Buffett was still CEO, has been expanded under Abel to $33.8 billion. The newest addition, Bending Spoons, followed a $600 million IPO investment in July and a further $330 million this month. The common thread is not AI itself but the potential for established businesses to generate more cash as technology evolves — Apple via its device ecosystem, Alphabet through advertising and Google Cloud, and Bending Spoons by applying data-driven services to acquired brands.

FAQ

How big is Berkshire's Apple stake now?: As of its second-quarter 13F filing, Berkshire owned 227.9 million Apple shares, valued at $79.1 billion, after heavy selling between 2024 and 2025.
How did Berkshire's Alphabet position grow under Abel?: In the first quarter of 2026 it rose from about 17.8 million shares to nearly 54 million, then buying continued in Q2 tied to a $10 billion private placement. The position is now $33.8 billion across 106 million Class A and C shares.
What does Bending Spoons do, and what did Berkshire invest?: The Italian company acquires established digital businesses such as Evernote, Vimeo, and AOL and uses AI to optimize them. Berkshire put in $600 million at the July IPO and $330 million more through 10 million shares at $33 each, reaching about a 4% stake.

Yahoo Finance AIRead Original Article

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