Berkshire Hathaway is a diversified holding company built by Warren Buffett and now led by CEO Greg Abel, with a large equity portfolio. Recent coverage has focused on its tech and AI-linked holdings: about $114.4 billion, or 31.4% of an estimated $364 billion portfolio, sits in Apple, Alphabet and Bending Spoons. Berkshire bought Alphabet in Q3 2025, added more than 48 million shares in Q2, and committed another $10 billion via private placement for AI infrastructure, making Alphabet its third-largest holding.
Greg Abel's Berkshire holds $114.4B in three tech stocks, none pure-play AIUnder 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 todayBerkshire Hathaway bought Alphabet in Q3 2025, then increased its stake and committed another $10 billion via private placement to fund AI infrastructure. Alphabet's Gemini models integrate into Search and Workspace, making it one of Berkshire's largest holdings.
41.7% of Berkshire's $357B Portfolio Sits in 3 AI-Linked StocksAbout 41.7% of Berkshire Hathaway's $357 billion stock portfolio is concentrated in three large holdings using AI to boost core businesses, including Coca-Cola, with new CEO Greg Abel adding heavily to one this year.
Berkshire boosts Alphabet stake to third-largest positionBerkshire Hathaway's latest 13F filing shows it bought more than 48 million Alphabet shares in Q2, making the stake about 12.6% of its equity portfolio and its third-largest holding, signaling confidence in the AI-focused company.
The A.I. Daily