By Jakub Rochlitz
Aug 18, 2026
Berkshire Hathaway bought $23.5 billion value of shares within the second quarter of 2026, with the most important share of that capital flowing into Google’s father or mother firm, Alphabet. The agency additionally elevated its publicity to air journey and U.S. homebuilders.
Warren Buffett’s portfolio was value practically $300 billion on the finish of June 2026. Apple stays the most important place at 22.04% of the portfolio. However by far the largest chunk of the quarter’s complete shopping for went right into a single inventory: Alphabet.
Berkshire poured $13.5 billion into Alphabet, boosting its present place by 83%. A wager this concentrated in a single firm is uncommon for the conglomerate, and it inevitably raises the query of whether or not Buffett’s staff sees Alphabet because the chief of the rising AI period.
The second-largest buy was airline Delta Air Strains, into which Berkshire put roughly $1.4 to $1.6 billion, lifting its stake by 44%. Delta is among the many airways with the best-hedged gasoline costs, which partly shields it from shocks tied to the state of affairs within the Strait of Hormuz.
Third place went to homebuilder Lennar, the place Berkshire invested $1.2 billion and elevated its stake by 25%. On high of that, the agency opened a small new place in rival D.R. Horton. Taken collectively, the 2 purchases recommend that Berkshire, regardless of excessive rates of interest, believes in a restoration within the U.S. housing market.
