Warren Buffett's Successor, Greg Abel, Has 32% of Berkshire Hathaway's $364 Billion Portfolio Invested in 3 Unstoppable AI Stocks

Berkshire Hathaway under new CEO Greg Abel now has roughly $116 billion, or 32%, of its $364 billion portfolio parked in three AI-focused names, a concentration that marks a visible shift from the Buffett era. Abel took over after Warren Buffett retired on Dec. 31.

The breakdown shows how top-heavy the book has become:

• ▸Apple (AAPL): $78.28 billion, by far the largest of the three and the bulk of the $116 billion total.
• ▸Alphabet: $36 billion, the second-largest slice.
• ▸Bending Spoons: $1.44 billion, a far smaller position that rounds out the trio.

Apple alone accounts for about two-thirds of the combined AI allocation, so the 32% headline is largely an Apple story. Alphabet adds roughly $36 billion on top. Interpretation: with the tech weighting this large, Berkshire's portfolio performance is now tied closely to how AAPL and Alphabet trade, which is a different risk profile from the traditional Buffett approach cited in the source.

Berkshire's own listings, BRK.A and BRK.B, carry that exposure, so moves in AAPL and Alphabet shares (GOOGL, GOOG) can feed through to Berkshire's reported holdings value.