Core Insights - Warren Buffett will step down as CEO of Berkshire Hathaway at the end of the year but will remain as chairman, ensuring the continuation of his long-term value investing approach [1] - Since 1965, Berkshire Hathaway has achieved a compound annual return of 19.9%, turning a $1,000 investment into approximately $44.7 million by the end of 2024, compared to $342,906 for the S&P 500 [2] - Berkshire Hathaway's portfolio includes a $304 billion investment in publicly traded stocks, with 33.5% allocated to companies leveraging AI to enhance their operations [3][4] Company Summaries - Domino's Pizza: Represents 0.4% of Berkshire's portfolio, utilizing AI for customer orders and behavior analysis to improve delivery efficiency. Berkshire has consistently increased its position in Domino's since Q3 2024 [5][6][7] - Amazon: Accounts for 0.7% of Berkshire's portfolio, employing over 1,000 AI applications across its e-commerce and cloud computing segments. AI revenue in AWS saw a triple-digit percentage increase in Q2 2025 compared to the previous year [8][9][10] - Coca-Cola: Comprises 8.7% of Berkshire's portfolio, leveraging technology and AI for marketing and operational efficiency. The company has invested $1.1 billion in a five-year deal with Microsoft Azure to enhance its AI capabilities [11][12][14][15] - Apple: Represents 23.7% of Berkshire's portfolio, with a stake valued at over $170 billion at the start of 2024. Apple is integrating advanced chips and AI features into its products, driving a strong upgrade cycle and prompting analysts to raise price targets for its stock [16][17][18]
33.5% of Warren Buffett's $304 Billion Portfolio Is Invested in 4 Artificial Intelligence (AI) Stocks