Warren Buffett's AI Stock Portfolio
Chairman of Berkshire Hathaway and the most-watched value investor alive; the 13F covers Berkshire's public-equity book. This page filters Berkshire Hathaway's Q2 2026 13F filing through the Supercycle universe: 4 of its reported positions are AI buildout companies, together 39.3% of the portfolio by value.
From the 13F-HR filed for the quarter ended . 13F filings cover long US-listed positions only and lag the quarter by up to 45 days; positions may have changed since. Not investment advice.
AI holdings, scored
| # | Holding | Value | % of portfolio | AI score | Layer | Q/Q |
|---|---|---|---|---|---|---|
| 1 | AAPLApple | $65.95B | 22.0% | 40 | Semiconductors | Unchanged |
| 2 | GOOGLAlphabet | $28.16B | 9.4% | 70 | Cloud & Hyperscalers | Added +2098% |
| 3 | CVXChevron | $13.99B | 4.7% | 8 | Power & Energy | Unchanged |
| 4 | GOOGLAlphabet | $9.61B | 3.2% | 70 | Cloud & Hyperscalers | Added +658% |
Where the AI money sits in the buildout
What changed: Q1 2026 to Q2 2026
Frequently asked questions
What is Warren Buffett's biggest AI stock?
In the Q2 2026 13F, Berkshire Hathaway's largest tracked AI position is Apple (AAPL) at $65.95B, 22.0% of the reported portfolio. AAPL carries an AI Exposure Score of 40.
How much of Warren Buffett's portfolio is in AI stocks?
39.3% of Berkshire Hathaway's Q2 2026 13F value ($117.70B of $299.25B) is in companies in the Supercycle AI universe, with a value-weighted AI Exposure Score of 46 (Growing tier).
What did Warren Buffett change last quarter?
Between Q1 2026 and Q2 2026: added GOOGL, added GOOGL.