Total Equity Portfolio Value
$284.5B
Top 10 Holdings Tracked
Alphabet (GOOGL) Rank & Share
#3 (7.82%)
$22.25 Billion Value
Top 3 Concentration Ratio
HHI Index: 1,842 (Moderate)
📊 Interactive Holdings Allocation Treemap
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📋 Detailed Holding Ranks & Valuation Breakdown
| Rank | Ticker | Company Name | Value ($B) | Portfolio % | Sector | Adjust Value |
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📚 Market Context & Analytical Insights
Berkshire Hathaway’s recent 13F filing reveals a significant portfolio rebalancing shift: Alphabet Inc. (GOOGL) has surged to become Warren Buffett and Greg Abel’s 3rd largest equity holding, overtaking long-standing financial and consumer staples positions.
Key Insight on Concentration Strategy: Historically dominated by Apple Inc. (AAPL), American Express (AXP), and Bank of America (BAC), Berkshire's portfolio demonstrates a strategic rotation into cash-rich, high-margin technology infrastructure with Alphabet. This shift balances traditional cyclical holdings with cash-generative secular AI leaders.
Understanding the Portfolio Concentration Metrics
• Top 3 Concentration Ratio (CR3): Measures the total percentage weight of Berkshire's top 3 positions. A CR3 above 50% indicates heavy reliance on key convictions.
• Herfindahl-Hirschman Index (HHI): Computed by summing the squared percentage shares of all holdings. An HHI above 1,800 signals high portfolio concentration and single-stock exposure risk.