Overview
- Recent reporting says Greg Abel increased Berkshire Hathaway’s stake in Alphabet by about 83% last quarter, a figure that comes from a single media report and should be confirmed with Berkshire’s filings.
- Alphabet has risen into the company’s top public-equity holdings and now represents roughly 10.5% of the disclosed stock portfolio while Apple remains larger at about 20.8%.
- The purchase is part of a broader change in capital allocation under Abel away from hoarding cash and toward large equity buys and deal-making.
- Analysts and investors are focused on valuation and concentration risks as Berkshire’s public-equity mix shifts and on which executives are making final investment calls.
- Market watchers say forthcoming SEC disclosures and Berkshire’s next shareholder communications will be key to verifying the size, timing, and future plan for these large bets.