{"id":516420,"date":"2026-06-03T11:59:20","date_gmt":"2026-06-03T11:59:20","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/516420\/"},"modified":"2026-06-03T11:59:20","modified_gmt":"2026-06-03T11:59:20","slug":"warren-buffetts-successor-greg-abel-has-more-than-28-of-berkshire-hathaways-330-billion-portfolio-invested-in-2-ai-titans","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/516420\/","title":{"rendered":"Warren Buffett’s Successor, Greg Abel, Has More Than 28% of Berkshire Hathaway’s $330 Billion Portfolio Invested in 2 AI Titans"},"content":{"rendered":"\n

This isn’t your grandparents’ Berkshire Hathaway<\/strong> (NYSE: BRKA)(NYSE: BRKB) anymore! Following the retirement of billionaire Warren Buffett<\/a> 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.<\/p>\n

The Oracle of Omaha’s successor wasted no time overhauling Berkshire’s portfolio<\/a> 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<\/strong> (NASDAQ: AAPL) and Google parent Alphabet<\/strong> (NASDAQ: GOOGL)(NASDAQ: GOOG).<\/p>\n

Missed Nvidia in 2009? This Rare Signal Is Flashing Again.<\/strong>\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/strong><\/a><\/p>\n

\"Warren 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) <\/p>\n

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.<\/p>\n

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.<\/p>\n

\"AAPL<\/a> AAPL Shares Outstanding<\/a> data by YCharts<\/a>. <\/p>\n

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.<\/p>\n

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.<\/p>\n

\"A Image source: Getty Images. Alphabet: $22 billion (6.7% of invested assets, both share classes combined) <\/p>\n

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.<\/p>\n

Story Continues <\/p>\n

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.<\/p>\n

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.<\/p>\n

Whereas Nvidia<\/strong> 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.<\/p>\n

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.<\/p>\n

Should you buy stock in Apple right now? <\/p>\n

Before you buy stock in\u00a0Apple, consider this:<\/p>\n

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Consider when\u00a0Netflix<\/strong>\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $462,983<\/strong>!*\u00a0<\/strong>Or\u00a0when\u00a0Nvidia<\/strong>\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $1,375,447<\/strong>!*<\/strong><\/p>\n

That performance is why people listen. With a track record of\u00a0beating the S&P 500 by nearly 5x<\/strong>,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul.<\/p>\n

See the 10 stocks \u00bb<\/strong><\/a><\/p>\n

*Stock Advisor returns as of June 3, 2026. <\/p>\n

Sean Williams<\/a> 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<\/a>.<\/p>\n

Warren Buffett’s Successor, Greg Abel, Has More Than 28% of Berkshire Hathaway’s $330 Billion Portfolio Invested in 2 AI Titans<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"This isn’t your grandparents’ Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) anymore! Following the retirement of billionaire Warren Buffett as…\n","protected":false},"author":2,"featured_media":516421,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,4186,311,289,290,615,18,823,36601,19,19589,17,82,617],"class_list":["post-516420","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-alphabet","tag-apple","tag-artificial-intelligence","tag-artificialintelligence","tag-berkshire-hathaway","tag-eire","tag-google","tag-greg-abel","tag-ie","tag-investment-portfolio","tag-ireland","tag-technology","tag-warren-buffett"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116686066499218310","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/516420","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=516420"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/516420\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/516421"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=516420"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=516420"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=516420"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}