Intel's Humbling

Re:Intel's Humbling by zeusk on Wednesday January 31, 2024 @04:46AM (#39201877)

Apple makes 40% of Berkshire's investment portfolio

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Re:Intel's Humbling by lotsofpulp on Wednesday January 31, 2024 @06:18AM (#39202468)

https://www.cnbc.com/berkshire-hathaway-portfolio/

As of Nov 2023, BRK has ~915.5M AAPL shares, with a market cap of $172B. BRK’s market cap is $840B.

Per the CNBC link, the market cap of BRK’s AAPL holding is 46% of the market cap of BRK’s publicly listed holdings, but BRK’s market cap being much higher than $172B/46% means there is $840B - $374B = $466B worth of market cap in BRK’s non publicly listed assets.

I would say $172/$840 = 20% is more representative of BRK’s AAPL proportion.

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