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Berkshire's 2026 Q2 13F extended the Google build-up that started as a token position in Q1: GOOGL shares +45.2% (+24.5M) to $28.16B, and the GOOG line built out from $1.03B to $9.61B (+658.4% on shares). Apple held flat at 227.9M shares — the position peak that has anchored the book since 2018. AI-related holdings total $103.7B across three names.
| Ticker | Company | Value | Shares | % of book |
|---|
| Ticker | Name | Note |
|---|
| Ticker | Q2 value | Change | Direction |
|---|---|---|---|
| GOOGL | $28.2B | +45.2% | ADD |
| GOOG | $9.6B | +658.4% | ADD |
GOOGL and GOOG together now sit at 12.6% of AUM, moving Google from a Q1 starter into a core position beside Apple, American Express and Coca-Cola. Q2 marks the second consecutive quarter of GOOG(L) accumulation with zero trim on Apple — read as AI-book expansion, not rotation out of the incumbent AAPL bet.
Figures are computed from the latest 13F-HR filing (period 2026-06-30); the filing is authoritative.