Warren Buffett's Successor, Greg Abel, Has 30% of Berkshire's $358 Billion Portfolio Invested in 2 Preeminent AI Stocks

Greg Abel, Berkshire Hathaway's CEO following Warren Buffett's retirement, has concentrated roughly 30% of the firm's $358 billion equity portfolio in two stocks: AAPL and GOOGL. Abel deployed approximately $17 billion into GOOGL shares during Q2 alone, marking an aggressive bet on AI infrastructure.

AAPL remains Berkshire's largest holding, while the Alphabet position represents a significant new allocation. Both companies are centering their growth strategies on artificial intelligence. Apple is pushing AI-enabled device upgrades through its Apple Intelligence platform, while Alphabet's Google Cloud division posted 82% revenue growth, driven by enterprise AI adoption.

The shift signals a notable departure from Berkshire's historically conservative tech exposure. Abel's concentrated positioning in these two names ties a substantial portion of Berkshire's portfolio performance to AI adoption cycles and the competitive dynamics between hyperscale cloud platforms.