Abel’s Apple-and-Alphabet Bet Dominates Berkshire’s Portfolio

1 min read
Source: Yahoo Finance
Abel’s Apple-and-Alphabet Bet Dominates Berkshire’s Portfolio
Photo: Yahoo Finance
TL;DR

Warren Buffett’s successor Greg Abel has Berkshire Hathaway’s portfolio heavily tilted toward two AI leaders, Apple (~22% of the portfolio) and Alphabet (~12.6%), which together make up about 34.7% of Berkshire’s holdings. The move aligns with Buffett’s investing philosophy under Abel, highlighting Apple’s durable ecosystem and Alphabet’s AI-driven growth, though Alphabet’s near-term cash flow and legal challenges are noted caveats.

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