65% of Berkshire Hathaway's equity investments are concentrated in five companies.
Original headline伯克希尔哈撒韦 65% 股权投资集中于五家公司
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Berkshire Hathaway disclosed that 65% of the fair value of its equity investments was concentrated in five companies as of September 30: Alphabet (GOOG.O), American Express (AXP.N), Apple (AAPL.O), Bank of America (BAC.N), and Coca-Cola (KO). The filing highlights the conglomerate's persistent portfolio concentration in a handful of large-cap holdings. The disclosure arrives as Berkshire's stakes in these names remain closely watched for signs of shifting allocation strategy. Investors will look to subsequent filings and 13F updates for changes in the size of each position.
Muhabbit's AI wrote this summary in its own words from TechFlow's report and translated it from Chinese. It can get details wrong, so check the source.
Named in this story
Berkshire Hathaway (BRK.B), Coca-Cola (KO), American Express, Alphabet (GOOGL), Bank of America (BAC), Apple (AAPL)
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