Greg Abel's First Year at Berkshire: Alphabet Enters Top Five Holdings

ManagementIndustry
โดย The Motley Fool·US·Read original
Summary · why it matters

Greg Abel has led Berkshire Hathaway for nearly three full quarters since taking over as CEO from Warren Buffett at the beginning of this year, and the most notable change under his watch is a major bet on Alphabet. Alphabet is now a top-five portfolio position for Berkshire, ranking No. 5, alongside Apple, American Express, Coca-Cola, and Bank of America. Alphabet accounts for roughly 10.5% of Berkshire's stock portfolio between class A and class B shares, a level no other tech stock has ever matched or exceeded except Apple, which accounts for roughly 20.8% of the conglomerate's public holdings. Together, the two tech companies now make up roughly 31% of Berkshire's total stock holdings. Operations at Berkshire's fully owned subsidiaries have seen little change, and there have been no game-changing acquisitions or dramatic shifts in the broader public stock portfolio.

Impact on stocks 9

Artificial Intelligence▲ · 4 stocks
Alphabet Inc Class C
GOOG
▲ PositiveCapitalrelevance

Berkshire's Alphabet stake has grown to a top-five portfolio position at roughly 10.5% of its public holdings, signaling a major capital commitment.

Consumer Staples▲ · 2 stocks
Energy Transition & Power Demand▲ · 1 stocks
Berkshire Hathaway Inc
BRK-B
± Mixedrelevance

Article reviews Greg Abel's first year as CEO, noting no game-changing acquisitions or dramatic portfolio shifts, with Alphabet now a top-five holding.

Digital Finance & Tokenization▲ · 1 stocks
Financials▲ · 1 stocks
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