Key Points
Apple and Alphabet are two of the largest holdings within Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB)‘s portfolio. Those tech giants are also among the most valuable stocks in the world, with market caps in excess of $4 trillion.
Historically, under former CEO Warren Buffett, Berkshire hasn’t been all that big on tech stocks, but that appears to be changing. Apple has been a big exception, largely because of the success of its iPhones, and it has effectively become a massive consumer brand. Consumer goods stocks are investments that certainly aren’t foreign to Buffett or Berkshire’s portfolio.
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Greg Abel has taken over as CEO of Berkshire, and while Buffett claims to have initiated the recent position in Alphabet, Abel has added to it. And it begs the question of whether another top tech giant might end up in Berkshire’s portfolio.
Could Nvidia (NASDAQ: NVDA) be the next big tech stock that Berkshire invests in?
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Would Nvidia be a good fit for Berkshire’s portfolio?
One of the things both Buffett and Abel would surely love about Nvidia is its dominance in the chip market. Tech companies rely on Nvidia’s artificial intelligence chips to develop next-gen products and services. And while there have been reports of companies making their own chips, demand for Nvidia’s products remains incredibly strong. Its growth rate was still exceptional at 85% in its April quarter.
The company has the competitive advantage, or moat, that Buffett and Abel would covet. However, where the investment may fall short is in its complexity. Knowing the ins and outs of the company’s chips, how they work, and why they are better than others makes the business far more complicated than Apple’s iPhones and iPads or Alphabet’s business to understand, which centers around ads, search engines, and video streaming.
Another tech stock may find its way into Berkshire’s portfolio, but I don’t think it’ll be Nvidia
I wouldn’t be surprised if Berkshire were to add to its tech holdings in the future, but rather than Nvidia, I think it’ll be Microsoft that eventually ends up among its top five investments. Buffett didn’t invest in the tech giant due to his close relationship with co-founder Bill Gates. But with neither Buffett nor Gates in charge of their respective companies anymore, the path appears clear for Abel to buy the top tech stock.
Regardless of what happens, however, Berkshire’s business appears to be in good hands under Abel, who is investing in quality businesses that should add value to Berkshire’s portfolio over the long run. While the stock’s returns are flat this year, it can be a great long-term buy.
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David Jagielski, CPA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Apple, Berkshire Hathaway, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
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