Greg Abel's Berkshire holds $114.4B in three tech stocks, none pure-play AI

Under CEO Greg Abel, Berkshire Hathaway holds about $114.4 billion—31.4% of its estimated $364 billion portfolio—in Apple, Alphabet and Bending Spoons. None is a pure-play AI company, but their established business models could gain value as AI adoption accelerates.

• Buffett bought Alphabet a year ago; still a buy today2026-10-12
• 41.7% of Berkshire's $357B Portfolio Sits in 3 AI-Linked Stocks2026-09-30
• Alphabet seen as next $5 trillion club member after Nvidia2026-10-08
• Berkshire boosts Alphabet stake to third-largest position2026-09-20
• Roundhill CHAT vs State Street XLK ETF2026-09-13