Warren Buffett's Successor, Greg Abel, Has More Than 28% of Berkshire Hathaway's $330 Billion Portfolio Invested in 2 AI Titans
Key Points
Following Warren Buffett's retirement as CEO on Dec. 31, Abel completely revamped Berkshire's $330 billion investment portfolio.
Berkshire's longtime No. 1 holding is relying on artificial intelligence (AI) integration to boost demand for its products.
Meanwhile, Abel piled into a virtual monopoly in the first quarter, whose high-margin sales are surging, courtesy of AI.
- 10 stocks we like better than Apple ›
This isn't your grandparents' Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) anymore! Following the retirement of billionaire Warren Buffett as CEO on Dec. 31, Berkshire has a new boss overseeing the company's day-to-day operations and $330 billion investment portfolio: Greg Abel.
The Oracle of Omaha's successor wasted no time overhauling Berkshire's portfolio during the first quarter. Notably, he completely exited a third (16) of the positions Buffett had overseen, and has concentrated over 28% of Berkshire Hathaway's portfolio into two artificial intelligence (AI) titans: Apple (NASDAQ: AAPL) and Google parent Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG).
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Warren Buffett retired as Berkshire's CEO on Dec. 31, 2025. Image source: The Motley Fool.
Apple: $71.1 billion (21.6% of invested assets)
Although Apple has been Berkshire's No. 1 investment holding by market value for years, Buffett spent his final two years in charge as a persistent seller of Apple shares. Despite Buffett shedding 75% of his company's Apple stake, it still accounts for close to 22% of invested assets.
The Oracle of Omaha always appreciated Apple for its consumer ties and its market-leading share repurchase program. While Buffett never had a firm understanding of Apple from a technological standpoint, he was well aware of the company's pricing power and consumers' loyalty to the brand.
AAPL Shares Outstanding data by YCharts.
Since initiating a buyback program in 2013, Apple has spent north of $853 billion to lower its outstanding share count by more than 44%. This has had an undeniably positive impact on its earnings per share.
Abel believes Apple can be a multidecade compounder in Berkshire's portfolio, with AI expected to play a key role. Apple's integration of AI solutions (Apple Intelligence) into its physical devices, coupled with ongoing updates to its voice assistant Siri, should bolster demand for iPhone, Mac, and iPad.
Image source: Getty Images.
Alphabet: $22 billion (6.7% of invested assets, both share classes combined)
Perhaps the most eyebrow-raising move of Greg Abel's early tenure is his perceived conviction in Google parent Alphabet. During the March-ended quarter, Abel scooped up 36,403,656 additional Alphabet Class A shares (GOOGL) and opened a new position with 3,585,215 Alphabet Class C shares (GOOG). Collectively, this now ranks as a top-five position for Berkshire Hathaway, valued at $22 billion on May 29.
Alphabet certainly offers the sustainable moat that Berkshire's current and now-former boss appreciates. According to GlobalStats, Google has accounted for between 89% and 93% of monthly global internet search traffic over the trailing decade. With Alphabet also the parent of streaming platform YouTube, the second-most-visited site on the planet behind Google, it's easy to see why it has such incredible ad pricing power.
But Alphabet's long-term growth story centers on AI. Since integrating generative AI solutions and large language model capabilities into Google Cloud, sales growth for this considerably higher-margin segment has reaccelerated. During the first quarter, Google Cloud's sales jumped by 63% compared with the previous year.
Whereas Nvidia has been the face of the infrastructure side of the AI revolution, Alphabet has positioned itself as one of the premier companies in AI applications.
With 28% of Berkshire Hathaway's portfolio exposed to two AI titans, Abel has made it clear that tech stocks are firmly on the menu in the post-Buffett era.
Should you buy stock in Apple right now?
Before you buy stock in Apple, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Apple wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $462,983!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,375,447!*
Now, it’s worth noting Stock Advisor’s total average return is 995% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of June 3, 2026.
Sean Williams has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Apple, Berkshire Hathaway, and Nvidia. The Motley Fool has a disclosure policy.
Recommended Articles
