Greg Abel Puts Nearly 30% of Berkshire's $351B Portfolio Into Apple and Alphabet

Since becoming CEO in January 2026, Greg Abel has concentrated Berkshire Hathaway's $351 billion equity portfolio heavily into Apple and Alphabet, which together represent roughly 30% of invested capital. Berkshire nearly tripled its Alphabet position in Q1 and committed $10 billion through a private placement during Alphabet's $80 billion equity raise, while fully exiting Amazon and Domino's Pizza.

Why it matters: The article argues both stocks offer justified premiums—Apple at a forward P/E around 36 and Alphabet near 25—backed by durable competitive moats, strong cash generation, and AI platform optionality in a market where many AI names are more stretched.