Berkshire Hathaway recently disclosed its equity holdings at the end of the second quarter.

Warren Buffett's company Berkshire Hathaway recently filed its 13F form with the Securities and Exchange Commission (SEC), disclosing what stocks the large conglomerate held at the end of the second quarter. Using these filings, investors can see what stocks Berkshire bought and sold in a three-month window and get a rare glimpse into the minds of some of the smartest investors in the world.

Berkshire has been a bit muted in recent quarters, choosing to pile into cash. But the company did make some notable moves in the second quarter, selling one decent-sized position and loading up on an artificial intelligence (AI) infrastructure stock.

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