Greg Abel Concentrates Nearly 30% of Berkshire's $351 Billion Portfolio in Apple and Alphabet

EarningsIndustry
โดย The Motley Fool·Read original
Summary · why it matters

Greg Abel, who succeeded Warren Buffett as CEO of Berkshire Hathaway, has concentrated nearly 30% of the company's $351 billion equity portfolio in Apple and Alphabet. During the first quarter, Berkshire nearly tripled its Alphabet stake and later committed an additional $10 billion through a private placement as part of Alphabet's broader $80 billion equity raise, split evenly between Class A and Class C shares. Apple remains the portfolio's largest holding despite recent trimming, with Abel citing its powerful consumer brand, ecosystem moat, and role as a platform toll collector for AI. Both stocks are seen as having durable competitive advantages and reasonable valuations, with Apple trading at a forward price-to-earnings ratio around 36 and Alphabet near 25.

Impact on stocks 3

Artificial Intelligence▲ · 2 stocks
Apple Inc.
AAPL
▲ PositiveCapitalrelevance

Berkshire's large holding and Abel's confidence in Apple's brand, ecosystem, and AI role signal strong investor conviction.

Alphabet Inc Class C
GOOG
▲ PositiveCapitalrelevance

Berkshire nearly tripled its Alphabet stake and participated in a $10B private placement, signaling strong endorsement.

Energy Transition & Power Demand▲ · 1 stocks
Berkshire Hathaway Inc
BRK-B
▲ PositiveCapitalrelevance

Abel's portfolio concentration and increased Alphabet stake reflect active management and conviction in top holdings.

Theme Impact 3

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