Breaking: Berkshire Hathaway just filed its Q2 2026 13F
Here's everything you need to know about the recent 13FTop 10 positions:• Apple $Apple(AAPL.US) (22.0%)• American Express $American Express(AXP.US) (17.1%)• Coca-Cola $Coca Cola(KO.US) (10.9%)• Alphabet Class A $Alphabet(GOOGL.US) (9.4%)• Bank of America $Bank of America(BAC.US) (9.2%)• Chevron $Chevron(CVX.US) (4.7%)• Occidental Petroleum $Occidental Petroleum(OXY.US) (4.3%)• Chubb $Chubb(CB.US) (3.9%)• Moody's $Moodys(MCO.US) (3.7%)• Alphabet Class C $Alphabet - C(GOOG.US) (3.2%)New positions:• $D.R. Horton(DHI.US) (toehold, $580K)Full exits:• $Constellation Brands(STZ.US) (Constellation Brands)Summary: Berkshire's book grew 13.7% to $299.25B this quarter on price appreciation, not rotation. Abel kept every top 10 name untouched, only move was a token toehold in D.R. Horton and closing out the small Constellation Brands stake entirely
BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'
BAC-E18.5420.02% ( -0.003 )
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BofA: AI Compute
> Total Market Size: The total Data Center Systems TAM is projected to reach $2.2Tn in 2030E.> AI vs. Non-AI Split:AI Data Center Systems TAM accounts for the vast majority at $1.8Tn.Non-AI DC Systems TAM accounts for $384bn (with Trad'l Cloud CPU representing ~$30bn of that value).> AI Servers & Infrastructure Breakdown: Within the $1.8Tn AI Data Center TAM, AI Servers make up $1.4Tn, alongside $310bn for AI Networking and $85bn for Storage.> AI Server Component Breakdown ($1.4Tn Total):AI Accelerators: $1.1TnHBM (High-Bandwidth Memory): $277bnAI CPUs: $180bn total value, which splits roughly 50/50 between AI Cluster Compute/Head Nodes ($90bn) and AI Agentic Standalone Nodes ($90bn).Other: $53bn$NVIDIA(NVDA.US) $AMD(AMD.US) $Alphabet - C(GOOG.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $Dell Tech(DELL.US) $Super Micro Computer(SMCI.US)