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📊 Berkshire Hathaway Inc 2026 Q1 13F Update Top holdings: AAPL (22%), AXP (17%), KO (12%), BAC (10%), CVX (7%) Total positions: 29 Filed: 2026-05-15 #13F #BerkshireHathawayInc

📊 Berkshire Hathaway 2026 Q1 13F Update Top holdings: AAPL (22%), AXP (17%), KO (12%), BAC (10%), CVX (7%) Total positions: 29 Filed: 2026-05-15 #13F #BerkshireHathaway

Long global semiconductors is now the most crowded trade by a landslide — 80% of fund managers in BofA's June 2026 survey, up from just 25% in April.

Big Tech has borrowed over $280B since 2025 to finance AI infrastructure, with Nvidia the latest to tap bond markets at $25B.

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Iran vs US will keep fighting for the next few weeks