By David Jagielski, CPA, The Motley Fool
Publication Date: 2026-08-19 18:09:00
Apple and Alphabet are two of the largest holdings within Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB)’s portfolio. Those tech giants are also among the most valuable stocks in the world, with market caps in excess of $4 trillion.
Historically, under former CEO Warren Buffett, Berkshire hasn’t been all that big on tech stocks, but that appears to be changing. Apple has been a big exception, largely because of the success of its iPhones, and it has effectively become a massive consumer brand. Consumer goods stocks are investments that certainly aren’t foreign to Buffett or Berkshire’s portfolio.
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 »
Greg Abel has taken over as CEO of Berkshire, and while Buffett claims to have initiated the recent position in Alphabet, Abel has added to it. And it begs the question of whether another top tech giant might end up in Berkshire’s portfolio.
Could Nvidia (NASDAQ: NVDA) be the next big tech stock that Berkshire invests in?
Image source: Getty Images.
Would Nvidia be a good fit for Berkshire’s portfolio?
One of the things both Buffett and Abel would surely love about Nvidia is its dominance in the chip market. Tech companies rely on Nvidia’s artificial intelligence chips to develop next-gen products and services. And…
