31% of Berkshire Hathaway's Portfolio Is Riding on These 2 AI Stocks Under Greg Abel

Berkshire Hathaway's portfolio includes investments in two key AI companies, Alphabet and Apple, accounting for approximately 31% of its stock holdings. The increase in AI-related investments is largely due to the Greg Abel era, with most acquisitions taking place under Abel's leadership. Alphabet, a Google parent company, has seen significant growth in its capital expenditures and capital returns, with revenue growth increasing from 14% to 24% and Google Cloud revenue rising from 32% to 82%.

Apple, previously holding a larger portion of Berkshire's portfolio, has shown resilience with a 16% year-over-year revenue growth in the third quarter of its fiscal 2026. Despite a higher valuation, Berkshire sees potential in Apple's AI initiatives and John Ternus' leadership. Overall, the strategic AI investments in these two companies are expected to generate long-term market-beating returns for Berkshire Hathaway shareholders.