Berkshire Hathaway's stock portfolio is looking more like a bet on big technology.
According to The Motley Fool, Apple and Alphabet now make up nearly 30% of Berkshire Hathaway's $348 billion stock portfolio. The publication frames the shift under Greg Abel, the executive tapped to succeed Warren Buffett at the helm of the storied conglomerate.
That concentration is notable for a company long associated with Buffett's disciplined, value-oriented approach. Having two names — one a consumer-hardware giant, the other the parent of Google — account for close to a third of the equity holdings signals how central these franchises have become to Berkshire's public stock bets.
The Motley Fool's coverage centers on explaining why these two positions loom so large in the portfolio, tying the story to the leadership transition toward Abel.
Beyond those figures, the source item here does not spell out the individual size of each stake, the timing of any recent buying or selling, or Abel's specific reasoning. Readers looking for that detail would need to consult Berkshire's own disclosures or the full article.
Why it matters: Berkshire Hathaway is one of the most closely watched investors in the world, so a portfolio increasingly weighted toward Apple and Alphabet — and shaped under a new leader — offers a window into how the post-Buffett era may lean into a handful of dominant technology companies.