Which tech stocks has Berkshire Hathaway invested in?

Berkshire has invested in Apple (AAPL), Taiwan Semiconductor (TSM), and other tech holdings.

Does this mean Buffett abandoned his investment principles?

No, he adapted his principles to changes; he still seeks companies with durable competitive advantages, but now finds them in tech.

Warren Buffett Changed His Mind on Tech Stocks: Here's Why

Warren Buffett attributed his changed view on tech stocks to the evolution of businesses. The article explores his rationale and implications for Berkshire Hathaway's portfolio.

June 7, 2026

2 min read

Source: Motley Fool

In a recent statement, legendary investor Warren Buffett revealed why he changed his mind about tech stocks, simply saying: "The businesses changed." This concise remark encapsulates a significant shift in Buffett's investment philosophy.

Details

Buffett did not specify which companies prompted his change of heart, but Berkshire Hathaway (BRK-B) has notably increased its holdings in tech stocks like Apple (AAPL) in recent years. Its investment in Taiwan Semiconductor (TSM) further underscores this trend.

Context

Historically, Buffett avoided tech stocks due to valuation difficulties and rapid obsolescence. However, as the economy digitizes, he began seeing opportunities in companies with durable competitive advantages. This shift aligns with his strategy of investing in businesses with wide economic moats.

What It Means for Investors

Buffett's statement confirms that even the most disciplined investors can adapt to change. Investors may benefit from monitoring Berkshire Hathaway's tech moves as a signal for long-term opportunities.

Frequently Asked Questions

Buffett said the reason is that businesses changed, making some tech companies possess durable competitive advantages worth investing in.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.