Greg Abel's Berkshire Holds Billions in Apple and Alphabet Stock
Berkshire Hathaway's next leader has massive bets on two tech titans. Here's which one deserves your money now.
When Warren Buffett steps back, Greg Abel steps up — and he's inheriting a portfolio with two massive tech positions that every retail investor should pay attention to. Apple and Alphabet are core holdings at Berkshire Hathaway, and together they represent billions in committed capital from one of the most closely watched investment vehicles on the planet.
Apple has long been Berkshire's crown jewel. Buffett famously called it a better business than any he owned outright. But the stock has faced headwinds — slowing iPhone growth, tariff exposure on China manufacturing, and a premium valuation that's hard to justify on earnings multiples alone. If you're buying Apple today, you're paying for brand loyalty and services momentum, not a screaming bargain.
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Alphabet is a different story. Google's parent trades at a more compelling multiple, runs dominant positions in search, cloud, and digital advertising, and is quietly becoming a serious AI infrastructure player. Regulatory risk is real — antitrust cases are still live — but the earnings power here is hard to argue with. For a growth-minded investor, Alphabet looks like the better entry point right now.
Berkshire holding both signals conviction in Big Tech's long-term dominance, but that doesn't mean both are equal buys at current prices. Abel's leadership will test whether Berkshire evolves its tech thesis or stays anchored to Buffett-era picks. Either way, watching where this portfolio moves next is one of the best free signals in the market.
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